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Sponsor portfolioTH

SHARE CORPORATION

EIN 39-1142958-chemicals-Latest filing 2025
Plans
3
Retirement
2
$27.2M assets
Welfare
1
$171K premiums
Participants
498
7821 N FAULKNER RD - MILWAUKEE, WI 532243420414-355-4000sharecorp.comLinkedIn201-500 employeeschemicals
Plans on this EIN
3 filings
#002401k-$25.6M - 265 part#001ESOP-$1.6M - 5 part#501Mixed-$171K - 228 lives

Retirement portfolio analytics

2 plans aggregated / $27.2M assets / 270 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • 401(K) RETIREMENT Savings (#002)94%
  • STOCK OWNERSHIP TRUST (#001)6%
Total $27.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY94%
  • (Not disclosed)6%
Total $27.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)265
  • STOCK OWNERSHIP TRUST (#001)5
Total 270Click row to drill in

Benefits portfolio analytics

1 plan / $171K premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$155K
  • Life$111K
  • Short-term disability$111K
  • Long-term disability$111K
  • Vision$15K
Total $171K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
  • VISION SERVICE PLAN9%
  • UNITED HEALTHCARE INSURANCE COMPANY9%
Total $171K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • THE HORTON GROUP86%
  • MARSH & MCLENNAN AGENCY LLC14%
  • USI INSURANCE SERVICES LLC0%
Total $23K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHARE CORPORATION 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$25.6M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHARE CORPORATION EMPLOYEE STOCK OWNERSHIP TRUST

ESOP

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHARE CORPORATION INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$171K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHARE CORPORATION 401(K) RETIREMENT SAVINGS PLAN401k$25.6M2652024
001SHARE CORPORATION EMPLOYEE STOCK OWNERSHIP TRUSTESOP$1.6M52025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHARE CORPORATION INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$171K2282025
Retirement plans
Welfare plans
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