Plan Ledger DOL Form 5500 · updated monthly

One Step Up, LTDbenefits

One Step Up Employee Benefit Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$216,591

One Step Up, LTD's benefits plans covered 229 active participants in 2025, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $216,591 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $946 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.1% from $212,201 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 214 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 229 covered
SUN LIFE AND HEALTH INSURANCE COMPANY (U. S.) · lifepremiums n/a · 516 covered
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) · lifepremiums n/a · 243 covered
Brokers & agents paid · 20254
CORPORATE SYNERGIES GROUP LLC$128,887 · incl $118,567 fees
PROFESSIONAL GROUP PLANS, INC$77,523 · incl $77,523 fees
CENTRO BENEFITS RESEARCH LLC$8,656 · incl $2,473 fees
Also brokered by Corporate Synergies Group LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 133158610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.