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  2. STEELE SOLUTIONS, INC.
Sponsor portfolio

STEELE SOLUTIONS, INC.

EIN 81-2440527-consumer goods-Latest filing 2024
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$208K premiums
Participants
782
6737 W WASHINGTON ST STE 2300 - MILWAUKEE, WI 532145650414-367-5104steelesolutions.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$30.3M - 489 part#501Mixed-$208K - 458 lives

Benefits portfolio analytics

1 plan / $208K premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$208K
  • Life$208K
  • Short-term disability$208K
  • Long-term disability$208K
  • Other$208K
Total $208K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $208K1 slice

Broker market share

Schedule A broker compensation

Split broker
96%top
  • WILLIS TOWERS WATSON US LLC96%
  • MERCER HEALTH AND BENEFITS, LLC4%
Total $3K2 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

SSI 401(K) PLAN

401k

Assets$30.3M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEELE SOLUTIONS HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$208K
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SSI 401(K) PLAN401k$30.3M4892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEELE SOLUTIONS HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$208K4582024
Retirement plans
Welfare plans
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