form5500lookup

Benefits broker of record · DAYTON, KY

STEPPING STONES UNLIMITED

STEPPING STONES UNLIMITED of DAYTON, KY is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
11
Book size
$100k–1M
States
KY

Book profile

STEPPING STONES UNLIMITED brokers 11 insured contracts for 4 employers covering 2,269 people, across 3 states, led by KY, IN, IL.

Life is the largest line (4 contracts), followed by vision (1), disability (1).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 18%); TRANSAMERICA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY follow.

Renewals concentrate in December — 55% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 4 · vision 1 · disability 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
BEST-ONE TIRE & SERVICE ASSOCIATION, LLC EMPLOYEEMONROE, INTRANSAMERICA LIFE INSURANCE COMPANYDecember
BEST ONE TIRE AND SERVICE EMPLOYEES ASSOCIATION, LLCMONROE, INTRANSAMERICA LIFE INSURANCE COMPANYDecember
BIG 3 PRECISION PRODUCTS, INC.CENTRALIA, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
USED-CAR-PARTS.COMFORT WRIGHT, KYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
USED-CAR-PARTS.COMFORT WRIGHT, KYTRUSTMARK INSURANCE COMPANYDecember
Subscriber access
1

more plans in STEPPING STONES UNLIMITED's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A