Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$520K
- Dental$354K
- Vision$354K
- Life$354K
- Short-term disability$354K
- Long-term disability$354K
- +1 more
Filings through .
Sponsor portfolio
A Step Forward Inc
EIN 84-3374401Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$873K premiums
Participants
318
1649 E. 1400 S STE 140 - CLEARFIELD, UT 84015385-382-0490
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $873K premiums / 270 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
A STEP FORWARD 401(K) PLAN
401(k)
Assets$6.5M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A STEP FORWARD BENEFIT PLAN WRAP
Mixed - TOKIO MARINE
Premiums$873K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | A STEP FORWARD 401(K) PLAN | 401(k) | $6.5M | 151 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A STEP FORWARD BENEFIT PLAN WRAP | Mixed | TOKIO MARINE | $873K | 270 | 2025 |
Retirement plans
Welfare plans