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Form 5500 · Employee benefit plan · NEW YORK, NY

ONE STEP UP, LTD

ONE STEP UP, LTD's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 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 Jul 2026

Participants
250
Carriers on file
3
Disclosed commissions
$13,607
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision141December$12,282
SUN LIFE AND HEALTH INSURANCE COMPANY (U. S.)Life247December$1,325
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth212December$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 LLC.

What insurance carrier does ONE STEP UP, LTD use?

ONE STEP UP, LTD's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 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.