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Sponsor portfolioTH

SHOE CARNIVAL, INC.

EIN 35-1736614-Retail Trade-Latest filing 2024
Plans
3
Retirement
2
$76.6M assets
Welfare
1
$2.5M premiums
Participants
4,959
7500 E COLUMBIA ST - EVANSVILLE, IN 477159127812-867-8323
Plans on this EIN
3 filings
#001401k-$76.1M - 3,290 part#002ProfitSharing-$443K - 78 part#501Fully Insured-$2.5M - 2,676 lives

Retirement portfolio analytics

2 plans aggregated / $76.6M assets / 3,368 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • INC. RETIREMENT Savings (#001)99%
  • PUERTO RICO Savings (#002)1%
Total $76.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#001)3,290
  • PUERTO RICO Savings (#002)78
Total 3,368Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 2,676 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$919K
  • Other$620K
  • Health$493K
  • Life$331K
  • Short-term disability$233K
  • Vision$230K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY42%
  • DELTA DENTAL OF CALIFORNIA29%
  • UNIFIED LIFE INSURANCE COMPANY12%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • TRIPLE S SALUD, INC.8%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MERCER HEALTH AND BENEFITS, LLC95%
  • MARSH & MCLENNAN AGENCY LLC5%
Total $206K2 slices

Plan deep-dives

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

SHOE CARNIVAL, INC. RETIREMENT SAVINGS PLAN

401k

Assets$76.1M
Participants3,290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHOE CARNIVAL, INC. PUERTO RICO SAVINGS PLAN

ProfitSharing

Assets$443K
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOE CARNIVAL, INC. HEALTH AND WELFARE PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$2.5M
Covered lives2,676
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHOE CARNIVAL, INC. RETIREMENT SAVINGS PLAN401k$76.1M3,2902024
002SHOE CARNIVAL, INC. PUERTO RICO SAVINGS PLANProfitSharing$443K782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOE CARNIVAL, INC. HEALTH AND WELFARE PLANFully InsuredDELTA DENTAL OF INDIANA$2.5M2,6762024
Retirement plans
Welfare plans
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