Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$144K
- Short-term disability$144K
- Long-term disability$144K
- Other$144K
- Health$102K
- Stop-loss$102K
- +2 more
Sponsor portfolio
SHORTS TRAVEL MANAGEMENT, INC.
EIN 42-0810650Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$328K premiums
Participants
353
1203 WEST RIDGEWAY AVENUE - WATERLOO, IA 50701319-234-5577
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $328K premiums / 167 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY44%
- HCC LIFE INSURANCE COMPANY31%
- DELTA DENTAL OF CALIFORNIA20%
- VERATRUS BENEFIT SOLUTIONS5%
Broker market share
Schedule A broker compensation
90%top
- HOLMES MURPHY & ASSOCIATES90%
- CLARITY ENROLLMENT SOLUTIONS LLC6%
- GCG FINANCIAL LLC4%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHORTS TRAVEL MANAGEMENT, INC. 401(K) RETIREMENT PLAN
401k
Assets$9.1M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SHORTS TRAVEL MANAGEMENT, INC. WELFARE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$328K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHORTS TRAVEL MANAGEMENT, INC. 401(K) RETIREMENT PLAN | 401k | $9.1M | 186 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SHORTS TRAVEL MANAGEMENT, INC. WELFARE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $328K | 167 | 2025 |
Retirement plans
Welfare plans