# STEP UP SUNCOAST, INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **STEP UP SUNCOAST, INC.**. Form 5500 filing for plan year 2026.

| Field | Value |
|---|---|
| Sponsor | STEP UP SUNCOAST, INC. |
| EIN | 596208766 |
| Plan number | 501 |
| Plan year | 2026 |
| Location | SARASOTA, FL |
| Industry | non-profit organization management |
| Funding | fully insured |
| Total premiums | $1.5M |
| Participants | 210 |
| Persons covered | 210 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UPMC HEALTH OPTIONS | Health, Rx, HMO |
| SUN LIFE FINANCIAL | Dental, Vision |
| HARTFORD LIFE AND ACCIDENT | Life, STD, LTD, Other |
| AFLAC | Other |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | HEALTH OPTIONS, INC. |
| USI INSURANCE SERVICES LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| USI INSURANCE SERVICES LLC | HARTFORD LIFE AND ACCIDENT |
| USI INSURANCE SERVICES LLC | AFLAC |
| WILLIS TOWERS WATSON US LLC | AFLAC |
| JOHN DOMEIER | AFLAC |
| HIGGINBOTHAM INSURANCE AGENCY INC | AFLAC |
| JAMIE PITTNER | AFLAC |
| VICTORRIO PAUL ZANIOL INC | AFLAC |
| TRICIA MONTRONE | AFLAC |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/596208766-501
- Cite as: PlanOptica, https://planoptica.com/welfare/596208766-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers