PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHELLY & SANDS, INC.
Sponsor portfolio

SHELLY & SANDS, INC.

EIN 31-4351261-Latest filing 2025
Plans
2
Retirement
1
$86.9M assets
Welfare
1
$475K premiums
Participants
669
P.O. BOX 1585 - ZANESVILLE, OH 437021585740-453-0721
Plans on this EIN
2 filings
#004401k-$86.9M - 386 part#501Mixed-$475K - 278 lives

Benefits portfolio analytics

1 plan / $475K premiums / 278 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • MEDICAL MUTUAL100%
Total $475K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN

401k

Assets$86.9M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELLY & SANDS, INC. EMPLOYEE BENEFIT PLAN

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$475K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN401k$86.9M3862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELLY & SANDS, INC. EMPLOYEE BENEFIT PLANMixedMEDICAL MUTUAL OF OHIO$475K2782025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica