Plan Ledger DOL Form 5500 · updated monthly

Step by Step Incbenefits

Step-By-Step, Inc. Group Life & Accidental Death & Dismemberment Insurance · WILKES-BARRE, PA · plan year 2024

Previously filed as Step by Step, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$170,027

Step by Step Inc's benefits plans covered 0 active participants in 2024, providing life · death benefits. Insurance premiums totaled $69,679. Insurance brokers and agents were paid $170,027 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 244.0% of premiums. Broker pay fell 25% from $225,571 in 2023.

Insurance contracts · 20245
VISION BENEFITS OF AMERICA · vision$70K · 795 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 1,044 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dentalpremiums n/a · 1,044 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · std ltdpremiums n/a · 1,044 covered
EMPLOYEE ASSISTANCE GROUPpremiums n/a · 1,207 covered
Brokers & agents paid · 20241
JOHNSON KENDALL AND JOHNSON$170,027 · incl $43,516 fees
Also brokered by Johnson Kendall and Johnson5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232053563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.