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Sponsor portfolioTH

SHORT-ELLIOTT-HENDRICKSON, INC.

EIN 41-1251208-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
6
Retirement
2
$350.0M assets
Welfare
4
$494K premiums
Participants
4,363
3535 VADNAIS CENTER DRIVE - ST PAUL, MN 55110651-490-2000
Plans on this EIN
6 filings
#001401k-$216.9M - 1,236 part#003ESOP-$133.1M - 1,065 part#504Fully Insured-$448K - 837 lives#506Fully Insured-$45K - 872 lives#501Self Funded-0 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $350.0M assets / 2,301 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • SHARING AND 401(K) (#001)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $350.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND 401(K) (#001)1,236
  • EMPLOYEE STOCK OWNERSHIP (#003)1,065
Total 2,301Click row to drill in

Benefits portfolio analytics

4 plans / $494K premiums / 1,709 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$448K
  • Long-term disability$448K
  • Other$448K
  • Vision$45K
Total $494K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARTFORD LIFE AND ACCIDENT91%
  • EYEMED VISION CARE9%
Total $494K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $83K1 slice

Plan deep-dives

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

SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$216.9M
Participants1,236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SHORT-ELLIOTT-HENDRICKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$133.1M
Participants1,065
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SHORT-ELLIOTT-HENDRICKSON, INC. LIFE INSURANCE AND DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$448K
Covered lives837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SHORT-ELLIOTT-HENDRICKSON, INC. VISION PLAN

Fully Insured - EYEMED

Premiums$45K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SHORT-ELLIOTT-HENDRICKSON, INC. EMPLOYEE MEDICAL BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SHORT-ELLIOTT-HENDRICKSON, INC. FLEXIBLE BENEFITS PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN401k$216.9M1,2362025
003SHORT-ELLIOTT-HENDRICKSON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$133.1M1,0652025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SHORT-ELLIOTT-HENDRICKSON, INC. LIFE INSURANCE AND DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$448K8372024
506SHORT-ELLIOTT-HENDRICKSON, INC. VISION PLANFully InsuredEYEMED$45K8722024
501SHORT-ELLIOTT-HENDRICKSON, INC. EMPLOYEE MEDICAL BENEFIT PLANSelf Funded-$002024
505SHORT-ELLIOTT-HENDRICKSON, INC. FLEXIBLE BENEFITS PROGRAMSelf Funded-$002024
Retirement plans
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