Sponsor portfolio

SHARED MEDICAL SERVICES, INC.

EIN 41-1388075Latest filing 2025

Plans

Retirement

$163.5M assets

Welfare

$1.3M premiums

Participants

1,426

209 LIMESTONE PASS - COTTAGE GROVE, WI 53527608-839-9955

Plans on this EIN

3 filings

#002ESOP-$114.3M - 374 part #001401k-$49.1M - 648 part #501Mixed-$1.3M - 403 lives

Retirement portfolio analytics

2 plans aggregated / $163.5M assets / 1,022 participants

Assets by plan

Share of aggregate retirement assets

70%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.3M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$942K
Other$370K
Life$336K
Short-term disability$195K
Long-term disability$195K
Vision$36K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

70%top

HCC LIFE INSURANCE COMPANY70%
UNUM LIFE INSURANCE COMPANY OF AMERICA27%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%

Broker market share

Schedule A broker compensation

Split broker

90%top

M3 INSURANCE SOLUTIONS INC90%
C2 CENTRIC LLC10%
ASSUREX0%
SPETNER ASSOCIATES INC0%
JAMES DUNCAN DAVIDSON0%
+2 more

Plan deep-dives

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

Retirement#002

SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$114.3M

Participants374

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

SMS RETIREMENT SAVINGS PLAN

401k

Assets$49.1M

Participants648

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501