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  1. Companies/
  2. THE SHUBERT ORGANIZATION, INC.
Sponsor portfolioTH

THE SHUBERT ORGANIZATION, INC.

EIN 13-2751366-entertainment-Latest filing 2025
Plans
5
Retirement
2
$282.1M assets
Welfare
3
$280K premiums
Participants
1,678
234 WEST 44TH STREET - NEW YORK, NY 100363909212-944-3700shubert.nycLinkedIn501-1000 employeesentertainment
Plans on this EIN
5 filings
#001TraditionalDB-$200.7M - 499 part#002401k-$81.4M - 535 part#502Fully Insured-$191K - 232 lives#503Mixed-$89K - 193 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $282.1M assets / 1,034 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • INC. EMPLOYEES PENSION (#001)71%
  • SHUBERT 401(K) Savings (#002)29%
Total $282.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHUBERT 401(K) Savings (#002)535
  • INC. EMPLOYEES PENSION (#001)499
Total 1,034Click row to drill in

Benefits portfolio analytics

3 plans / $280K premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$215K
  • Other$215K
  • Long-term disability$93K
Total $309K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $309K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $9K1 slice

Plan deep-dives

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

THE SHUBERT ORGANIZATION, INC. EMPLOYEES PENSION PLAN

TraditionalDB

Assets$200.7M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHUBERT 401(K) SAVINGS PLAN

401k

Assets$81.4M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE SHUBERT ORGANIZATION LIFE & AD&D

Fully Insured - ANTHEM LIFE & DISABILITY COMPANY

Premiums$191K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY

Mixed - ANTHEM LIFE & DISABILITY COMPANY

Premiums$89K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE SHUBERT ORGANIZATION, INC. MAJOR MEDICAL AND DENTAL

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE SHUBERT ORGANIZATION, INC. EMPLOYEES PENSION PLANTraditionalDB$200.7M4992025
002SHUBERT 401(K) SAVINGS PLAN401k$81.4M5352024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE SHUBERT ORGANIZATION LIFE & AD&DFully InsuredANTHEM LIFE & DISABILITY COMPANY$191K2322025
503THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITYMixedANTHEM LIFE & DISABILITY COMPANY$89K1932025
504THE SHUBERT ORGANIZATION, INC. MAJOR MEDICAL AND DENTALSelf Funded-$002025
Retirement plans
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