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Form 5500 · Employee benefit plan · NEW YORK, NY

ONE STEP UP, LTD

Public Form 5500 records show how ONE STEP UP, LTD (NEW YORK, NY) structures its employee benefits. Its broker of record is CORPORATE SYNERGIES GROUP, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3158610 · plan 511 · as of Aug 2026

Participants
247
Carriers on file
4
Disclosed commissions
$18,028
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision229December$166,971$16,503
SUN LIFE AND HEALTH INSURANCE COMPANY (U. S.)Life516October$11,027$1,525
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth214December$3,992,432$0
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)Life243December$4,717$0

Questions

Who is ONE STEP UP, LTD's benefits broker?

Per its most recent Form 5500 Schedule A, ONE STEP UP, LTD's broker of record is CORPORATE SYNERGIES GROUP, INC..

What insurance carrier does ONE STEP UP, LTD use?

ONE STEP UP, LTD's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does ONE STEP UP, LTD's group plan renew?

The most recent Schedule A policy period for ONE STEP UP, LTD ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ONE STEP UP, LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.