Assets by plan
Share of aggregate retirement assets
Filings through .
Stonemor, Inc.
EIN 80-0103152Other Services (except Public Administration)Latest filing 2025
Plans
4
Retirement
3
$53.5M assets
Health & Benefits
1
$1.7M premiums
Participants
7,117
955 KELLER ROAD, SUITE 1500 - ALTAMONTE SPRING, FL 32714215-826-2800
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $53.5M assets / 4,561 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 2,794 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Dental$1.5M
- Vision$1.5M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EVERSTORY PARTNERS RETIREMENT PLAN
401(k)
Assets$47.8M
Participants4,439
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
STONEMOR SHIPPER RETIREMENT PLAN
401(k)
Assets$3.5M
Participants-
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
STONEMOR UNION RETIREMENT AND SAVINGS PLAN
401(k)
Assets$2.1M
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
STONEMOR, INC. FLEXIBLE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives2,794
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EVERSTORY PARTNERS RETIREMENT PLAN | 401(k) | $47.8M | 4,439 | 2025 |
| #003 | STONEMOR SHIPPER RETIREMENT PLAN | 401(k) | $3.5M | - | 2024 |
| #002 | STONEMOR UNION RETIREMENT AND SAVINGS PLAN | 401(k) | $2.1M | 122 | 2025 |
- #001 · 401(k) · 20254,439
- #003 · 401(k) · 2024-
- #002 · 401(k) · 2025122
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | STONEMOR, INC. FLEXIBLE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.7M | 2,794 | 2025 |
- #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20252,794
Retirement plans
Health & Benefits plans