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Sponsor portfolio

SHK MANAGEMENT, INC.

EIN 23-2827661-Latest filing 2025
Plans
2
Retirement
1
$49.3M assets
Welfare
1
$7.3M premiums
Participants
2,151
580 GERMANTOWN PIKE, SUITE 200 - PLYMOUTH MEETING, PA 19053215-244-5104
Plans on this EIN
2 filings
#001401k-$49.3M - 1,390 part#502Fully Insured-$7.3M - 802 lives

Benefits portfolio analytics

1 plan / $7.3M premiums / 802 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Prescription drug$1.1M
  • Dental$435K
  • Vision$435K
  • Life$282K
  • Short-term disability$282K
  • +2 more
Total $7.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • HARTFORD LIFE AND ACCIDENT4%
Total $7.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • AMWINS45%
  • TOMPKINS INSURANCE AGENCIES31%
  • JAMES R NELLIGAN & ASSOCIATES LLC24%
  • TOMPKINS INSURANCE0%
Total $134K4 slices

Plan deep-dives

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

KORMAN COMMUNITIES 401(K) PLAN

401k

Assets$49.3M
Participants1,390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHK MANAGEMENT, INC. HEALTH LIFE TEMPORARY & LONG-TERM DISABILITY

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$7.3M
Covered lives802
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KORMAN COMMUNITIES 401(K) PLAN401k$49.3M1,3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHK MANAGEMENT, INC. HEALTH LIFE TEMPORARY & LONG-TERM DISABILITYFully InsuredINDEPENDENCE BLUE CROSS$7.3M8022025
Retirement plans
Welfare plans
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