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Sponsor portfolioWelfare / HealthEIN 33-1156466
STEPSTONE GROUP, LP
4225 EXECUTIVE SQUARE · LA JOLLA, CA 92037
8585589700
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
1,738
No prior year
Total participants
732
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $871K | 19.3% | |
| Vision | $727K | 16.1% | |
| Other | $678K | 15.0% | |
| Life | $622K | 13.8% | |
| Short-term disability | $617K | 13.7% | |
| Long-term disability | $617K | 13.7% | |
| Health | $188K | 4.2% | |
| Prescription drug | $188K | 4.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVOth | $739K | 47.7% | 1 | 4 | 1,109 |
EIN 221211670 | LSTDLTDOth | $617K | 39.9% | 1 | 1 | 1,738 |
EIN 362739571 | HRxDLOth | $148K | 9.6% | 1 | 2 | 22 |
EIN 990040115 | HRxDV | $44K | 2.9% | 1 | 1 | 3 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $92K | $10K | $102K | 83.9% | 1 |
| LOCKTON COMPANIES, LLC | LA JOLLA, CA | UNITEDHEALTHCARE INSURANCE COMPANY | $15K | $0 | $15K | 12.3% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 3.7% | 1 |
| IMG | INDIANAPOLIS, IN | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $152 | $152 | 0.1% | 1 |
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