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Sponsor portfolioTH

SHELTER MUTUAL INSURANCE COMPANY

EIN 43-0613000-insurance-Latest filing 2024
Plans
3
Retirement
2
$1.29B assets
Welfare
1
$1.5M premiums
Participants
9,634
1817 WEST BROADWAY - COLUMBIA, MO 652180001573-214-6557LinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filings
#001401k-$694.8M - 3,238 part#002TraditionalDB-$596.5M - 3,330 part#513Mixed-$1.5M - 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 / $1.5M premiums / 3,552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$688K
  • Life$634K
  • Long-term disability$619K
  • Vision$204K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • SHELTER LIFE COMPANY42%
  • HARTFORD LIFE AND ACCIDENT41%
  • EYEMED VISION CARE13%
  • PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES4%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC NON-MEDICAL SOLUTION100%
Total $63K1 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$1.5M
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$1.5M3,5522024
Retirement plans
Welfare plans
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