Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$440K
- Dental$57K
- Life$32K
- Long-term disability$28K
- Short-term disability$23K
- Vision$10K
- +1 more
Sponsor portfolio
SAMUEL SHAPIRO & CO., INC.
EIN 52-0481650Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$591K premiums
Participants
313
1215 E. FORT AVENUE SUITE 201 - BALTIMORE, MD 21230410-539-0540
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $591K premiums / 159 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- SYMETRA LIFE INSURANCE COMPANY74%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- LIFE INSRUACNE COMAPNY OF NORTH AMERICA4%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
88%top
- SILBERSTEIN INSURANCE GROUP88%
- GCG FINANCIAL LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST
401k
Assets$18.7M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAMUEL SHAPIRO & COMPANY WELFARE BEENFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$591K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | 401k | $18.7M | 202 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAMUEL SHAPIRO & COMPANY WELFARE BEENFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $591K | 159 | 2025 |
Retirement plans
Welfare plans