Form 5500 · Employee benefit plan · SARASOTA, FL
STEP UP SUNCOAST, INC.
Public Form 5500 records show how STEP UP SUNCOAST, INC. (SARASOTA, FL) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HEALTH OPTIONS and 3 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-6208766 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH OPTIONS | Health | 151 | May | $40,205 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 198 | May | $12,845 |
| AFLAC | — | 89 | May | $10,139 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 143 | May | $7,748 |
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 USI INSURANCE SERVICES LLC.
What insurance carrier does STEP UP SUNCOAST, INC. use?
STEP UP SUNCOAST, INC.'s benefit plan is written through HEALTH OPTIONS, among 4 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 May. 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.