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  2. Shared Services, LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Shared Services, LLC

EIN 46-5302568-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$25.8M assets
Health & Benefits
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 filings
#001401(k)-$25.8M - 183 part#501Fully insured-$2.3M - 318 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.3M premiums / 318 covered lives

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
Total $2.3M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SHARED SERVICES 401(K) PLAN

401(k)

Assets$25.8M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHARED SERVICES, LLC EMPLOYEE BENEFIT PLAN

Fully insured - COMMUNITY INSURANCE COMPANY

Premiums$2.3M
Covered lives318
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHARED SERVICES 401(K) PLAN401(k)$25.8M1832025
  • SHARED SERVICES 401(K) PLAN$25.8M
    #001 · 401(k) · 2025183

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHARED SERVICES, LLC EMPLOYEE BENEFIT PLANFully insuredCOMMUNITY INSURANCE COMPANY$2.3M3182025
  • SHARED SERVICES, LLC EMPLOYEE BENEFIT PLAN$2.3M
    #501 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025318
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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