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Sponsor portfolio

FIRST STEP HOUSE

EIN 87-0290963-mental health care-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$2.0M premiums
Participants
362
440 S 500 E - SALT LAKE CITY, UT 84102801-359-8862firststephouse.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001401k-$4.1M - 182 part#501Fully Insured-$2.0M - 216 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$96K
  • Dental$86K
  • Vision$78K
  • Life$78K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • BLOMQUIST HALE CONSULTING1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • D'ANN DABELL1%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $71K3 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

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEP HOUSE

401k

Assets$4.1M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST STEP HOUSE EMPLOYEE HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEP HOUSE401k$4.1M1822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST STEP HOUSE EMPLOYEE HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.0M2162025
Retirement plans
Welfare plans
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