Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STONEMOR, INC.
EIN 80-0103152Latest filing 2025
Plans
4
Retirement
3
$43.6M assets
Welfare
1
$1.7M premiums
Participants
6,642
955 KELLER ROAD, SUITE 1500 - ALTAMONTE SPRINGS, FL 32714215-826-2800
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $43.6M assets / 4,086 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 2,794 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
87%top
- METROPOLITAN LIFE INSURANCE COMPANY87%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
- NAYYA HEALTH INSURANCE CENTER SVCS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERSTORY PARTNERS RETIREMENT PLAN
401k
Assets$39.8M
Participants4,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STONEMOR SHIPPER RETIREMENT PLAN
401k
Assets$3.5M
Participants-
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STONEMOR UNION RETIREMENT AND SAVINGS PLAN
401k
Assets$287K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STONEMOR, INC. FLEXIBLE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives2,794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERSTORY PARTNERS RETIREMENT PLAN | 401k | $39.8M | 4,023 | 2024 | |
| 003 | STONEMOR SHIPPER RETIREMENT PLAN | 401k | $3.5M | - | 2024 | |
| 002 | STONEMOR UNION RETIREMENT AND SAVINGS PLAN | 401k | $287K | 63 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STONEMOR, INC. FLEXIBLE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.7M | 2,794 | 2025 |
Retirement plans
Welfare plans