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Sponsor portfolio

SHIFT4 PAYMENTS, LLC

EIN 46-5216257-Latest filing 2025
Plans
2
Retirement
1
$94.9M assets
Welfare
1
$2.4M premiums
Participants
5,661
3501 CORPORATE PARKWAY - CENTER VALLEY, PA 18034888-276-2108
Plans on this EIN
2 filings
#001401k-$94.9M - 3,594 part#501Mixed-$2.4M - 2,556 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 2,556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Other$990K
  • Life$987K
  • Short-term disability$987K
  • Long-term disability$987K
  • Vision$185K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • AETNA LIFE INSURANCE COMPANY52%
  • HARTFORD LIFE AND ACCIDENT40%
  • VISION SERVICE PLAN8%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $127K1 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

SHIFT4 401(K) PLAN

401k

Assets$94.9M
Participants3,594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHIFT4 PAYMENTS, LLC EMPLOYEE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives2,556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHIFT4 401(K) PLAN401k$94.9M3,5942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHIFT4 PAYMENTS, LLC EMPLOYEE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$2.4M2,5562025
Retirement plans
Welfare plans
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