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Sponsor portfolioTH

STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC

EIN 05-0222530-insurance-Latest filing 2025
Plans
2
Retirement
1
$84.8M assets
Welfare
1
$5.0M premiums
Participants
869
60 CATAMORE BOULEVARD - EAST PROVIDENCE, RI 02914401-435-3600starshep.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$84.8M - 380 part#501Fully Insured-$5.0M - 766 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 766 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Health$4.2M
  • Prescription drug$4.2M
  • Dental$323K
  • Long-term disability$166K
  • Life$149K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • +2 more
Total $5.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • STARKWEATHER & SHEPLEY, INC.81%
  • JAMES R NELLIGAN & ASSOCIATES LLC15%
  • J KING INSURANCE INC2%
  • JAMES R SMITH INSURANCE LTD2%
  • FRED C. CHURCH INC.0%
Total $100K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. & SUBSIDIARIES 401K & PROFIT SHARING PLAN

401k

Assets$84.8M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$5.0M
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. & SUBSIDIARIES 401K & PROFIT SHARING PLAN401k$84.8M3802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$5.0M7662025
Retirement plans
Welfare plans
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