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Sponsor portfolio

STEWART TRANSPORT INC.

EIN 86-0810382-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$5.3M assets
Welfare
1
$272K premiums
Participants
559
8164 W. BUCKEYE ROAD - PHOENIX, AZ 85043602-242-1800stewarttransport.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#002401k-$3.1M - 210 part#003ESOP-$2.3M - 150 part#501Mixed-$272K - 198 lives

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 360 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • TRANSPORT, INC. 401(K) (#002)57%
  • STOCK OWNERSHIP TRUST (#003)43%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRANSPORT, INC. 401(K) (#002)210
  • STOCK OWNERSHIP TRUST (#003)150
Total 360Click row to drill in

Benefits portfolio analytics

1 plan / $272K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$132K
  • Long-term disability$107K
  • Dental$97K
  • Vision$97K
  • Life$67K
  • Short-term disability$65K
Total $272K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA64%
  • STARMOUNT LIFE INSURANCE COMPANY36%
Total $272K2 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • NOAH OROPEZA54%
  • TRANSTAR INSURANCE BROKERS, INC.46%
Total $74K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEWART TRANSPORT, INC. 401(K) PLAN

401k

Assets$3.1M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STEWART TRANSPORT, INC. EMPLOYEE STOCK OWNERSHIP TRUST

ESOP

Assets$2.3M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEWART TRANSPORT WELFARE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$272K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEWART TRANSPORT, INC. 401(K) PLAN401k$3.1M2102024
003STEWART TRANSPORT, INC. EMPLOYEE STOCK OWNERSHIP TRUSTESOP$2.3M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEWART TRANSPORT WELFARE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$272K1982025
Retirement plans
Welfare plans
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