Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHORE POINT DISTRIBUTING COMPANY, INC.
EIN 21-0611286wholesaleLatest filing 2025
Plans
3
Retirement
2
$44.4M assets
Welfare
1
$197K premiums
Participants
548
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $44.4M assets / 314 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $197K premiums / 251 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$197K
- Life$197K
- Short-term disability$197K
- Long-term disability$197K
- Other$197K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- ANDUS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SHORE POINT DISTRIBUTING EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$27.2M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$17.2M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
SHORE POINT DISTRIBUTING EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$197K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SHORE POINT DISTRIBUTING EMPLOYEES' PROFIT SHARING PLAN | 401k | $27.2M | 172 | 2024 | |
| 003 | SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN | 401k | $17.2M | 142 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | SHORE POINT DISTRIBUTING EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $197K | 251 | 2025 |
Retirement plans
Welfare plans