PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHELTER MUTUAL INSURANCE COMPANY
Sponsor portfolioTH

SHELTER MUTUAL INSURANCE COMPANY

EIN 43-0613000-insurance-Latest filing 2025
Plans
3
Retirement
2
$1.29B assets
Welfare
1
$1.6M premiums
Participants
9,676
1817 WEST BROADWAY - COLUMBIA, MO 65218573-445-8441LinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filings
#001401k-$694.8M - 3,238 part#002TraditionalDB-$596.5M - 3,330 part#513Mixed-$1.6M - 3,552 lives

Retirement portfolio analytics

2 plans aggregated / $1.29B assets / 6,568 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • SHELTER INSURANCE COMPANIES (#001)54%
  • EMPLOYEES RETIREMENT PLAN (#002)46%
Total $1.29BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY54%
  • (Not disclosed)46%
Total $1.29BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#002)3,330
  • SHELTER INSURANCE COMPANIES (#001)3,238
Total 6,568Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 3,552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$693K
  • Long-term disability$473K
  • Vision$248K
  • Other$203K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • SHELTER LIFE COMPANY43%
  • HARTFORD LIFE AND ACCIDENT37%
  • EYEMED VISION CARE15%
  • PREFERRED RESOURCE NETWORK, INC.5%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC100%
Total $53K1 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

THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANIES

401k

Assets$694.8M
Participants3,238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHELTER INSURANCE EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$596.5M
Participants3,330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

SHELTER MUTUAL INSURANCE COMPANY COMPREHENSIVE HEALTH AND WELFARE PLAN

Mixed - SHELTER LIFE COMPANY

Premiums$1.6M
Covered lives3,552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANIES401k$694.8M3,2382024
002SHELTER INSURANCE EMPLOYEES RETIREMENT PLANTraditionalDB$596.5M3,3302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513SHELTER MUTUAL INSURANCE COMPANY COMPREHENSIVE HEALTH AND WELFARE PLANMixedSHELTER LIFE COMPANY$1.6M3,5522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica