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Form 5500 · Employee benefit plan · SARASOTA, FL

STEP UP SUNCOAST, INC.

STEP UP SUNCOAST, INC. of SARASOTA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LASALLE ST SECURITIES LLC. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY CO 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 59-6208766 · plan 004 · as of Jul 2026

Participants
255
Carriers on file
3
Disclosed commissions
$72
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA RETIREMENT INSURANCE AND ANNUITY CO13December$51
VOYA RETIREMENT INSURANCE AND ANNUITY CO3December$21
PRINCIPAL LIFE INSURANCE COMPANY234December$0

Questions

Who is STEP UP SUNCOAST, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, STEP UP SUNCOAST, INC.'s broker of record is LASALLE ST SECURITIES LLC.

What insurance carrier does STEP UP SUNCOAST, INC. use?

STEP UP SUNCOAST, INC.'s benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY CO, among 3 disclosed carriers.

When does STEP UP SUNCOAST, INC.'s group plan renew?

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

Where does this data come from?

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