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Sponsor portfolioWelfare / HealthEIN 26-3581415

NEXT STEP HEALTHCARE LLC

400 TRADECENTER STE 7950 · WOBURN, MA 01801
7814043900
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.6M
No prior year
Persons covered
797
No prior year
Total participants
800
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.6M
NEXT STEP HEALTHCARE LLC WELFARE BENEFITS PLAN
Mixed797 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.5M49.3%
Dental$4.5M49.3%
Other$93K1.0%
Vision$33K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$4.5M97.3%11624
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$90K1.9%11202
EYEMED VISION CARE
EIN 430949844
V
$33K0.7%11507
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$4K0.1%11797

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NATIONAL BENEFITS GROUP OF AMERICATAMPA, FLGUARDIAN$46K$0$46K49.7%1
ALLIANT INSURANCE SERVICES, INC.TAMPA, FLGUARDIAN, FEDERAL INSURANCE COMPANY, EYEMED VISION CARE, AETNA LIFE INSURANCE CO.$30K$15K$46K49.6%1
MMG AGENCY INC.STATEN ISLAND, NYFEDERAL INSURANCE COMPANY$557$0$5570.6%1

History & trajectory

8 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
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