Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Dental$388K
- Life$388K
- Vision$36K
Sponsor portfolio
SHINHAN BANK AMERICA, INC.
EIN 13-3581762financial servicesLatest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$4.1M premiums
Participants
725
475 PARK AVENUE, SOUTH FLOOR 4TH - NEW YORK, NY 100166967646-843-7300shbamerica.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 758 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
72%top
- E BENEFIT SOLUTION INC72%
- DONALD C SAVOY INC22%
- SAVOY ASSOCIATES6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$22.7M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHINHAN BANK AMERICA, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives758
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $22.7M | 410 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHINHAN BANK AMERICA, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.1M | 758 | 2025 |
Retirement plans
Welfare plans