Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$331K
- Short-term disability$331K
- Long-term disability$331K
- Other$331K
- Vision$31K
Sponsor portfolioTH
SHEAKLEY GROUP, INC.
EIN 31-1176227human resourcesLatest filing 2025
Plans
2
Retirement
1
$29.1M assets
Welfare
1
$362K premiums
Participants
769
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $362K premiums / 237 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- SUN LIFE ASSURANCE COMPANY OF CANADA91%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
85%top
- HUB INTERNATIONAL MIDWEST LIMITED85%
- WATCHTOWER TECHNOLOGIES INC11%
- CENTRO BENEFITS RESEARCH LLC4%
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 SHEAKLEY GROUP OF COMPANIES 401(K) PLAN
401k
Assets$29.1M
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE SHEAKLEY GROUP, INC. WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$362K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN | 401k | $29.1M | 518 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE SHEAKLEY GROUP, INC. WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $362K | 237 | 2025 |
Retirement plans
Welfare plans