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Sponsor portfolio

SHAPE TECHNOLOGIES GROUP

EIN 46-3275009-machinery-Latest filing 2025
Plans
2
Retirement
1
$93.7M assets
Welfare
1
$10.8M premiums
Participants
1,687
23500 64TH AVENUE SOUTH - KENT, WA 98032253-246-3200shapetechnologies.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
2 filings
#002401k-$93.7M - 983 part#501Fully Insured-$10.8M - 1,274 lives

Benefits portfolio analytics

1 plan / $10.8M premiums / 1,274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.2M
  • Prescription drug$9.2M
  • Other$880K
  • Life$695K
  • Short-term disability$695K
  • Long-term disability$695K
  • +2 more
Total $10.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • SYMETRA LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $10.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • LOCKTON COMPANIES, LLC69%
  • EXPLAIN MY BENEFITS LLC17%
  • CONNEXION INSURANCE SOLUTIONS14%
Total $316K3 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

THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN

401k

Assets$93.7M
Participants983
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHAPE TECHNOLOGIES COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - PREMERA BLUE CROSS

Premiums$10.8M
Covered lives1,274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN401k$93.7M9832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHAPE TECHNOLOGIES COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANFully InsuredPREMERA BLUE CROSS$10.8M1,2742025
Retirement plans
Welfare plans
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