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Sponsor portfolio

SHUFFIELD LOWMAN & WILSON PA

EIN 20-0257515-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$107K premiums
Participants
222
1000 LEGION PL STE 1700 - ORLANDO, FL 32801407-581-9800
Plans on this EIN
2 filings
#001401k-$14.3M - 121 part#501Fully Insured-$107K - 100 lives

Benefits portfolio analytics

1 plan / $107K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
  • Other$107K
Total $107K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $107K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $13K1 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

SHUFFIELDLOWMAN 401(K) PROFIT SHARING PLAN

401k

Assets$14.3M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHUFFIELD, LOWMAN & WILSON, P.A. HEALTH & WELFARE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$107K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHUFFIELDLOWMAN 401(K) PROFIT SHARING PLAN401k$14.3M1212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHUFFIELD, LOWMAN & WILSON, P.A. HEALTH & WELFARE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$107K1002025
Retirement plans
Welfare plans
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