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Sponsor portfolio

SHL US LLC

EIN 47-0958091-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$2.0M premiums
Participants
275
1175 PEACHTREE STREET, SUITE 790 - ATLANTA, GA 30361612-361-8600
Plans on this EIN
2 filings
#001401k-$20.3M - 171 part#502Mixed-$2.0M - 689 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$84K
  • Other$75K
  • Life$48K
  • Long-term disability$48K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • LOCKTON COMPANIES, LLC89%
  • GIS BENEFITS INC11%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHL US LLC 401(K) PLAN

401k

Assets$20.3M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHL HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MINNESOTA

Premiums$2.0M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHL US LLC 401(K) PLAN401k$20.3M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHL HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MINNESOTA$2.0M6892025
Retirement plans
Welfare plans
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