Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$149K
- Life$149K
- Short-term disability$149K
- Long-term disability$149K
- +1 more
Sponsor portfolio
SHAKER ADVERTISING AGENCY
EIN 36-2683937accountingLatest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$1.8M premiums
Participants
474
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 227 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DEARBORN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
78%top
- A.M. INSURANCE GROUP, INC.78%
- A M INSURANCE GROUPINC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHAKER ADVERTISING AGENCY EMPLOYEES' 401(K) PLAN
401k
Assets$24.7M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHAKER ADVERTISING AGENCY, INC. EMPLOYEE HEALTH
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.8M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHAKER ADVERTISING AGENCY EMPLOYEES' 401(K) PLAN | 401k | $24.7M | 275 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHAKER ADVERTISING AGENCY, INC. EMPLOYEE HEALTH | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.8M | 227 | 2025 |
Retirement plans
Welfare plans