Assets by plan
Share of aggregate retirement assets
Filings through .
Shore Point Distributing Co., Inc.
EIN 21-0611286wholesaleLatest filing 2025
Plans
4
Retirement
3
$52.6M assets
Health & Benefits
1
$197K premiums
Participants
596
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $52.6M assets / 362 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $197K premiums / 251 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$213K
- Life$213K
- Short-term disability$213K
- Long-term disability$213K
- Other$213K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SHORE POINT DISTRIBUTING EMPLOYEES' PROFIT SHARING PLAN
401(k)
Assets$27.2M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN
401(k)
Assets$21.1M
Participants140
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
SHORE POINT DISTRIBUTION UNION PLAN
401(k)
Assets$4.3M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
SHORE POINT DISTRIBUTING EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$197K
Covered lives251
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SHORE POINT DISTRIBUTING EMPLOYEES' PROFIT SHARING PLAN | 401(k) | $27.2M | 172 | 2024 |
| #003 | SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN | 401(k) | $21.1M | 140 | 2025 |
| #005 | SHORE POINT DISTRIBUTION UNION PLAN | 401(k) | $4.3M | 50 | 2025 |
- #004 · 401(k) · 2024172
- #003 · 401(k) · 2025140
- #005 · 401(k) · 202550
Health & Benefits plans
1 plan on this EIN
| 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 |
- #510 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025251
Retirement plans
Health & Benefits plans