Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$118K
- Short-term disability$118K
- Long-term disability$118K
- Other$118K
- Dental$84K
- Vision$84K
Sponsor portfolio
SHARETEC, LLC
EIN 35-1575399Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$202K premiums
Participants
262
101 E. WASHINGTON BLVD., SUITE 700 - FORT WAYNE, IN 46802330-992-3033
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $202K premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA58%
- AMERITAS LIFE INSURANCE CORP.42%
Broker market share
Schedule A broker compensation
95%top
- ALLIANT INSURANCE SERVICES, INC.95%
- JAS D COLLIER & CO5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHARETEC, LLC 401(K) PLAN
401k
Assets$6.3M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHARETEC, LLC WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$202K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHARETEC, LLC 401(K) PLAN | 401k | $6.3M | 107 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHARETEC, LLC WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $202K | 215 | 2025 |
Retirement plans
Welfare plans