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  2. Stewart Transport, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stewart Transport, Inc.

EIN 86-0810382-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$3.9M assets
Health & Benefits
1
$272K premiums
Participants
565
8164 W BUCKEYE RD - PHOENIX, AZ 85043602-242-1800stewarttransport.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#002401(k)-$3.6M - 203 part#003ESOP-$330K - 163 part#501Mixed-$272K - 198 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 366 participants

Assets by plan

Share of aggregate retirement assets

  • TRANSPORT, INC. 401(K) (#002)$3.6M
  • STOCK OWNERSHIP TRUST (#003)$330K
Total $3.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRANSPORT, INC. 401(K) (#002)203
  • STOCK OWNERSHIP TRUST (#003)163
Total 366Select a row to open it

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
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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#002

STEWART TRANSPORT, INC. 401(K) PLAN

401(k)

Assets$3.6M
Participants203
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

STEWART TRANSPORT, INC. EMPLOYEE STOCK OWNERSHIP TRUST

ESOP

Assets$330K
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STEWART TRANSPORT WELFARE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$272K
Covered lives198
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002STEWART TRANSPORT, INC. 401(K) PLAN401(k)$3.6M2032025
#003STEWART TRANSPORT, INC. EMPLOYEE STOCK OWNERSHIP TRUSTESOP$330K1632025
  • STEWART TRANSPORT, INC. 401(K) PLAN$3.6M
    #002 · 401(k) · 2025203
  • STEWART TRANSPORT, INC. EMPLOYEE STOCK OWNERSHIP TRUST$330K
    #003 · ESOP · 2025163

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STEWART TRANSPORT WELFARE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$272K1982025
  • STEWART TRANSPORT WELFARE BENEFITS PLAN$272K
    #501 · Mixed · STARMOUNT LIFE INSURANCE COMPANY · 2025198
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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