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Sponsor portfolio

SHREWSBERRY & ASSOCIATES LLC

EIN 35-2146420-civil engineering-Latest filing 2025
Plans
3
Retirement
1
$12.1M assets
Welfare
2
$1.2M premiums
Participants
317
7321 SHADELAND STA STE 160 - INDIANAPOLIS, IN 462563935317-841-4799shrewsusa.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$12.1M - 132 part#501Fully Insured-$1.0M - 83 lives#502Fully Insured-$187K - 102 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Vision$1.0M
  • Dental$187K
  • Life$187K
  • Short-term disability$187K
  • Long-term disability$187K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • ANTHEM LIFE INSURANCE COMPANY85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ENROLLEASE88%
  • TOTALIS BENEFITS12%
Total $73K2 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

SHREWSBERRY & ASSOCIATES 401(K) PLAN

401k

Assets$12.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHREWSBERRY & ASSOCIATES LLC MEDICAL PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$1.0M
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SHREWSBERRY & ASSOCIATES LLC LIFE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$187K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHREWSBERRY & ASSOCIATES 401(K) PLAN401k$12.1M1322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHREWSBERRY & ASSOCIATES LLC MEDICAL PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$1.0M832025
502SHREWSBERRY & ASSOCIATES LLC LIFE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$187K1022025
Retirement plans
Welfare plans
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