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Sponsor portfolio

SHEERID, INC.

EIN 45-2584917-computer software-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$2.4M premiums
Participants
354
1300 SW 5TH AVENUE, SUITE 800 - PORTLAND, OR 97201858-405-3150sheerid.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$15.3M - 210 part#501Fully Insured-$2.4M - 735 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 735 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$145K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • USI INSURANCE SERVICES LLC66%
  • ABD INS. AND FINANCIAL SVCS., INC.33%
  • WOODRUFF-SAWYER & CO0%
Total $84K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHEERID 401(K) PLAN

401k

Assets$15.3M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEERID HEALTH AND WELLNESS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEERID 401(K) PLAN401k$15.3M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEERID HEALTH AND WELLNESS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.4M7352025
Retirement plans
Welfare plans
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