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SHAFFER DISTRIBUTING COMPANY

EIN 31-4304446-wholesale-Latest filing 2025
Plans
4
Retirement
2
$10.5M assets
Welfare
2
$12K premiums
Participants
493
1100 WEST THIRD AVENUE - COLUMBUS, OH 432123113614-421-6800shafferdistributing.comLinkedIn51-200 employeeswholesale
Plans on this EIN
4 filings
#001401k-$9.6M - 139 part#002ESOP-$850K - 124 part#502Fully Insured-$8K - 115 lives#501Fully Insured-$5K - 115 lives

Retirement portfolio analytics

2 plans aggregated / $10.5M assets / 263 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#001)92%
  • EMPLOYEE STOCK OWNERSHIP (#002)8%
Total $10.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • MORGAN STANLEY SMITH BARNEY92%
  • (Not disclosed)8%
Total $10.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)139
  • EMPLOYEE STOCK OWNERSHIP (#002)124
Total 263Click row to drill in

Benefits portfolio analytics

2 plans / $12K premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$8K
  • Life$4K
  • Other$481
Total $12K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $12K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $1K1 slice

Plan deep-dives

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

SHAFFER DISTRIBUTING CO. 401(K) AND PROFIT SHARING PLAN

401k

Assets$9.6M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHAFFER DISTRIBUTING CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$850K
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHAFFER DISTRIBUTING COMPANY LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$8K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SHAFFER DISTRIBUTING COMPANY LIFE AND AD&D PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$5K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHAFFER DISTRIBUTING CO. 401(K) AND PROFIT SHARING PLAN401k$9.6M1392024
002SHAFFER DISTRIBUTING CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$850K1242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHAFFER DISTRIBUTING COMPANY LONG TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$8K1152025
501SHAFFER DISTRIBUTING COMPANY LIFE AND AD&D PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$5K1152025
Retirement plans
Welfare plans
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