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Sponsor portfolio

BAXTER SHARED SERVICES, LLC

EIN 47-0778355-Retail Trade-Latest filing 2024
Plans
3
Retirement
1
$61.4M assets
Welfare
2
$1.8M premiums
Participants
4,730
17225 BURT STREET - OMAHA, NE 68118531-365-3165
Plans on this EIN
3 filings
#002401k-$61.4M - 2,153 part#510Mixed-$1.1M - 1,608 lives#511Self Funded-$788K - 868 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 2,476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Stop-loss$788K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA57%
  • HCC LIFE INSURANCE COMPANY43%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • GALLAGHER BENEFIT SERVICES, INC.70%
  • KEELER & ASSOCIATES27%
  • SHAWN J KEELER2%
Total $309K3 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

BAXTER AUTO GROUP 401(K) PLAN

401k

Assets$61.4M
Participants2,153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BAXTER AUTO HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

BAXTER AUTO HEALTH PLAN 511

Self Funded - TOKIO MARINE

Premiums$788K
Covered lives868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BAXTER AUTO GROUP 401(K) PLAN401k$61.4M2,1532024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BAXTER AUTO HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.1M1,6082024
511BAXTER AUTO HEALTH PLAN 511Self FundedTOKIO MARINE$788K8682024
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