Providers › Insurance and brokerage
Service provider · Schedule C, plan year 2024
Stephen Horn Insurance Services
Most often reported for insurance and brokerage
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Stephen Horn Insurance Services is named as a service provider on the Schedule C of 26 retirement plans with 100 or more participants for plan year 2024, covering 214,137 participant records. Most often it is reported for insurance and brokerage.
Reported compensation from those plans, direct and indirect, totalled $622K. Per plan, the median was $3.85 per participant, with the middle half of plans between $1.72 and $7.12. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (22), Hawaii (3) and Oregon (1).
In 2009 it appeared on 7 such filings; in 2024, 29. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $1.72 | $3.85 | $7.12 |
| Compensation as a share of plan net assets | 0.00% | 0.00% | 0.01% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $153K |
| Supplemental Income 401(k) Plan | Board of Trustees of Supplemental Income Trust Fund | CA | 40,848 | $1.87B | $61K |
| Pension Trust Fund for Operating Engineers Annuity Plan | Board of Trustees, Operating Engineers Annuity Plan | CA | 28,943 | $548M | $15K |
| Western Conference of Teamsters Supp Benefit Plan | Board of Trustees, Western Conference of Teamsters | CA | 13,908 | $74.4M | $11K |
| Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan | Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension | CA | 9,367 | $1.29B | $16K |
| Western States Insulators and Allied Workers Individual Account Plan | Board of Trustees Western States Insulators and Allied Workers Indiv | CA | 8,217 | $487M | $5,308 |
| Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan | Hotel 401(k) Retirement Savings Plan | HI | 7,334 | $170M | $48K |
| Oregon Processors Seasonal Employees Pension Plan | Oregon Processors Seasonal Employees Pension Plan | OR | 7,327 | $8.6M | $9,288 |
| Hawaii Laborers' Annuity Fund | Hawaii Laborers' Annuity Fund | HI | 6,407 | $305M | $20K |
| Western States Insulators and Allied Workers' Pension Plan | Trustees of W. States Insulators & Allied Workers Pension Fund | CA | 5,738 | $491M | $5,308 |
| Northern California Pipe Trades Supplemental 401(k) Retirement Plan | Board of Trustees Northern Cali. Pipe Trades Pension Trust | CA | 4,259 | $569M | $10K |
| San Francisco Electrical Workers Retirement Savings Plan | Board of Trustees, San Francisco Electrical Workers | CA | 4,042 | $561M | $25K |
| Hawaii Annuity Trust Fund for Operating Engineers | Board of Trustees, Hawaii Operating Engineers | CA | 3,728 | $177M | $7,051 |
| IBEW Local 595 Pension Plan | Board of Trustees, IBEW Local 595 Pension Plan | CA | 3,345 | $545M | $18K |
| Northern California Electrical Workers Pension Plan | Board of Trustees, Northern California Electrical | CA | 3,322 | $696M | $33K |
| IBEW Local 595 Money Purchase Pension Plan | Board of Trustees, IBEW Local 595 Money Purchase | CA | 3,223 | $546M | $18K |
| Monterey Peninsula Restaurant and Hotel Pension Fund | Board of Trustees, Monterey Peninsula Restaurant and | CA | 2,922 | $71.2M | $5,879 |
| Distributors Association Warehousemen's Pension Trust | Industrial Employers & Distributors Association | CA | 2,883 | $96.6M | $27K |
| Steelworkers Western Independent Shops Pension Plan | Board of Trustees, Steelworkers Western Independent | CA | 2,754 | $131M | $12K |
| Siu Pacific District Pension Plan | Board of Trustees, Siu Pacific District Pension Plan | CA | 2,049 | $119M | $15K |
| U.A. Local No. 447 Pension Fund | Board of Trustees, U.A. Local No. 447 Pension Fund | CA | 2,019 | $274M | $9,941 |
| U.A. Local No. 447 Defined Contribution Plan and Trust | Board of Trustees, U.A. Local No. 447 Defined | CA | 1,654 | $123M | $5,143 |
| IBEW Local No. 100 Pension Plan | Board of Trustees, IBEW Local No. 100 Pension Plan | CA | 1,525 | $208M | $53K |
| California Teachers Association Employees Retirement Benefits Plan | Board of Trustees of California Teachers Assoc Employees Retirement | CA | 1,381 | $421M | $14K |
| Mfow Money Purchase Pension Plan | Board of Trustees, Mfow Money Purchase Pension Plan | CA | 691 | $41.7M | $12K |
| Roofers Local 221 Pension Trust Fund | Bot Roofers Local 221 Pension Trust Fund | HI | 677 | $43.1M | $16K |
Questions and answers
How many plans does Stephen Horn Insurance Services serve?
26 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Stephen Horn Insurance Services?
The median plan reported $3.85 per participant in direct and indirect compensation (26 plans reporting an amount), or 0.00% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Insurance agents and brokers (15 plans) and Insurance services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.