Assets by plan
Share of aggregate retirement assets
Filings through .
Shaffer Distributing Co.
EIN 31-4304446wholesaleLatest filing 2025
Plans
4
Retirement
2
$11.8M assets
Health & Benefits
2
$12K premiums
Participants
488
1100 W 3RD AVE - COLUMBUS, OH 43212614-421-6800shafferdistributing.comLinkedIn51-200 employeeswholesale
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $11.8M assets / 258 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$1.1M
Participants by plan
Active + retired + deferred vested
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
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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#001
THE SHAFFER GROUP 401(K) PLAN
401(k)
Assets$10.7M
Participants137
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SHAFFER DISTRIBUTING CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.1M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SHAFFER DISTRIBUTING COMPANY LONG TERM DISABILITY PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$8K
Covered lives115
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
SHAFFER DISTRIBUTING COMPANY LIFE AND AD&D PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$5K
Covered lives115
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE SHAFFER GROUP 401(K) PLAN | 401(k) | $10.7M | 137 | 2025 |
| #002 | SHAFFER DISTRIBUTING CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.1M | 121 | 2025 |
- #001 · 401(k) · 2025137
- #002 · ESOP · 2025121
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SHAFFER DISTRIBUTING COMPANY LONG TERM DISABILITY PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | 115 | 2025 |
| #501 | SHAFFER DISTRIBUTING COMPANY LIFE AND AD&D PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | 115 | 2025 |
- #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025115
- #501 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025115
Retirement plans
Health & Benefits plans