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Sponsor portfolioWelfare / HealthEIN 23-2053563
STEP BY STEP INC
CROSS VALLEY COMMONS · WILKES-BARRE, PA 18702
5708293477
- Plans filed
- 6
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
4,339
No prior year
Total participants
0
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #503$648K
STEP-BY-STEP, INC. LONG TERM DISABILITY INSURANCE
Mixed1,044 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$441K
STEP-BY-STEP, INC. HEALTH INSURANCE PLAN
Mixed1,044 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$245K
STEP-BY-STEP, INC. GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE
Fully insured1,044 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #507$22K
STEP BY STEP, INC. EMPLOYEE ASSISTANCE PLAN
Fully insured1,207 covered·1 carrier
Primary: EMPLOYEE ASSISTANCE GROUP
Plan #504$0
STEP BY STEP INC 125 BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #505$0
STEP BY STEP INC HRA BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $914K | 31.6% | |
| Short-term disability | $648K | 22.4% | |
| Long-term disability | $648K | 22.4% | |
| Dental | $371K | 12.8% | |
| Life | $245K | 8.4% | |
| Vision | $70K | 2.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DLSTDLTDOth | $1.3M | 93.2% | 3 | 3 | 3,132 |
EIN 251149206 | V | $70K | 5.1% | 1 | 1 | 795 |
EIN 222762686 | Oth | $22K | 1.6% | 1 | 1 | 1,207 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JOHNSON KENDALL AND JOHNSON | NEWTOWN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, VISION BENEFITS OF AMERICA | $127K | $44K | $170K | 100.0% | 3 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan