The Step2 Company, LLC
Overview
The Step2 Company, LLC sponsors a self-funded health plan that covered 658 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 658
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Step2 Company, LLC Group Welfare Plan, plan 505 (658 participants)
- Broker compensation
- $20K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Vision, Life, Long-term disability | 626 | $265K | $14K |
| Sun Life Assurance Company of Canada | Dental | 394 | $207K | $5K |
| Impact Solutions, Inc. | Employee Assistance Program | 675 | $10K | — |
| Mutual of Omaha Insurance Company | Accidental Death and Dismemberment | 129 | $4K | $197 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 658 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- The Step2 Company, LLC
- Sponsor EIN
- 20-8347868
- Plan number
- 505
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-8347868 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Step2 Discovery LLC 401k Plan
- Type
- 401(k) plan
- Participants
- 301
About this data
Source: The Step2 Company, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with The Step2 Company, LLC.