Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Vision$2.2M
- Dental$92K
- Other$91K
- Life$85K
- Short-term disability$85K
- +1 more
Sponsor portfolio
SHARED SERVICES, LLC
EIN 46-5302568individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$2.3M premiums
Participants
340
9280 MONTGOMERY RD., SUITE 200 - CINCINNATI, OH 45242513-821-4222LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 318 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- COMMUNITY INSURANCE COMPANY92%
- DELTA DENTAL OF CALIFORNIA4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE PLANS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHARED SERVICES 401(K) PLAN
401k
Assets$25.8M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHARED SERVICES, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$2.3M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHARED SERVICES 401(K) PLAN | 401k | $25.8M | 183 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHARED SERVICES, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $2.3M | 318 | 2025 |
Retirement plans
Welfare plans