Plan Ledger DOL Form 5500 · updated monthly

Stepstone Group, LPbenefits

Stepstone Group, LP Health and Welfare Plans · LA JOLLA, CA · plan year 2024

Previously filed as Stepstone Group LP. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$121,116

Stepstone Group, LP's benefits plans covered 723 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $121,116 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $168 per covered person, below the median for employer plans that report broker pay. Broker pay rose 68% from $72,003 in 2023.

Insurance contracts · 20248
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dentalpremiums n/a · 22 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 1,109 covered
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,738 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 330 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 285 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 292 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental vision ppopremiums n/a · 3 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 10 covered
Brokers & agents paid · 20248
HUB INTERNATIONAL$53,416 · incl $9,313 fees
HUB INTERNATIONAL MIDWEST LTD$47,986 · incl $66 fees
PLANSOURCE BENEFITS ADMIN INC$4,451
HUB INTL 16253 COLLECTIONS CNTR DR$207 · incl $207 fees
IMG$152 · incl $152 fees
PLANSOURCE BENEFITS ADMIN INC.$66
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 331156466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.