Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Vision$1.1M
- Long-term disability$29K
- Life$20K
- Other$20K
Sponsor portfolio
STEPHEN D. SHANKMAN & ASSOCIATES
EIN 34-1285471Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.2M premiums
Participants
203
31635 AURORA ROAD - SOLON, OH 44139440-349-8194
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 99 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- COMMUNITY INSURANCE COMPANY96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- ALTHANS INSURANCE AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEPHEN D. SHANKMAN & ASSOCIATES 401(K) PLAN
401k
Assets$10.9M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHANKMAN & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$1.2M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHEN D. SHANKMAN & ASSOCIATES 401(K) PLAN | 401k | $10.9M | 105 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHANKMAN & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $1.2M | 99 | 2025 |
Retirement plans
Welfare plans