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Sponsor portfolioTH

SHIVE-HATTERY GROUP INC.

EIN 42-1481495-management consulting-Latest filing 2025
Plans
2
Retirement
1
$107.9M assets
Welfare
1
$375K premiums
Participants
1,282
PO BOX 1803 - CEDAR RAPIDS, IA 524061803319-362-0313LinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#002401k-$107.9M - 675 part#501Mixed-$375K - 575 lives

Benefits portfolio analytics

1 plan / $375K premiums / 575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$293K
  • Long-term disability$293K
  • Other$293K
  • Vision$81K
Total $375K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA78%
  • VISION SERVICE PLAN22%
Total $375K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • COTTINGHAM & BUTLER100%
  • IMG0%
Total $50K2 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

SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$107.9M
Participants675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHIVE-HATTERY GROUP INC. EMPLOYEE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$375K
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN401k$107.9M6752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHIVE-HATTERY GROUP INC. EMPLOYEE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$375K5752025
Retirement plans
Welfare plans
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