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Sponsor portfolio

STONEGATE SENIOR LIVING LP

EIN 75-2961469-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$20.9M assets
Welfare
2
$1.1M premiums
Participants
5,625
1500 WATERS RIDGE DR - LEWISVILLE, TX 750576011972-899-4401stonegatesl.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$20.9M - 1,645 part#501Mixed-$1.1M - 2,248 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 2,248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$460K
  • Vision$460K
  • Life$184K
  • Short-term disability$182K
  • Other$154K
  • Long-term disability$115K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
Total $146K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STONEGATE SENIOR LIVING, LP 401(K) PLAN

401k

Assets$20.9M
Participants1,645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STONEGATE SENIOR LIVING LP WRAP PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STONEGATE SENIOR LIVING EMPLOYEE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STONEGATE SENIOR LIVING, LP 401(K) PLAN401k$20.9M1,6452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STONEGATE SENIOR LIVING LP WRAP PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.1M2,2482025
502STONEGATE SENIOR LIVING EMPLOYEE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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