Form 5500 · Employee benefit plan · CLEVELAND, OH
STEP FORWARD
STEP FORWARD of CLEVELAND, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M2B RETIREMENT CONSULTING, LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0965350 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 457 | December | $0 |
Questions
Who is STEP FORWARD's benefits broker?
Per its most recent Form 5500 Schedule A, STEP FORWARD's broker of record is M2B RETIREMENT CONSULTING, LLC.
What insurance carrier does STEP FORWARD use?
STEP FORWARD's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does STEP FORWARD's group plan renew?
The most recent Schedule A policy period for STEP FORWARD ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STEP FORWARD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.