Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$372K
- Short-term disability$100K
- Dental$87K
- Life$28K
- Long-term disability$22K
- Health$8K
- +2 more
Sponsor portfolio
SHARP SHOPPER, INC.
EIN 23-2985791Retail TradeLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$616K premiums
Participants
639
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $616K premiums / 299 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- AMALGAMATED LIFE INSURANCE COMPANY60%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA16%
- UNITED CONCORDIA INSURANCE COMPANY14%
- MADISON NATIONAL LIFE INSURANCE COMPANY4%
- KANSAS CITY LIFE INSURANCE COMPANY4%
- +1 more
Broker market share
Schedule A broker compensation
63%top
- R WILLIAM BOOK63%
- NORTH AMERICAN BENEFITS COMPANY19%
- NORTH AMERICAN BENEFITS CO14%
- ASSUREDPARTNERS3%
- AP BENEFIT ADVISORS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLAN
401k
Assets$17.5M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHARP SHOPPER GROUP INSURANCE PLAN
Fully Insured - AMALGAMATED LIFE INSURANCE COMPANY
Premiums$616K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLAN | 401k | $17.5M | 383 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHARP SHOPPER GROUP INSURANCE PLAN | Fully Insured | AMALGAMATED LIFE INSURANCE COMPANY | $616K | 299 | 2025 |
Retirement plans
Welfare plans