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Sponsor portfolio

SHEPHERD ELECTRIC CO., INC.

EIN 52-0482550-wholesale-Latest filing 2024
Plans
5
Retirement
1
$44.3M assets
Welfare
4
$2.1M premiums
Participants
456
7401 PULASKI HIGHWAY - BALTIMORE, MD 21237410-866-6000shepherdelec.comLinkedIn201-500 employeeswholesale
Plans on this EIN
5 filings
#001401k-$44.3M - 456 part#502Fully Insured-$1.7M - 379 lives#505Fully Insured-$165K - 210 lives#503Fully Insured-$95K - 881 lives#504Fully Insured-$71K - 212 lives

Benefits portfolio analytics

4 plans / $2.1M premiums / 1,682 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Long-term disability$165K
  • Dental$95K
  • Life$95K
  • Other$95K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • LAMM INSURANCE CENTER, INC.36%
  • HMS INSURANCE ASSOCIATES INC29%
  • MATHER BENEFIT ADMINISTRATORS, LLC22%
  • MARSH & MCLENNAN AGENCY LLC13%
  • MATHER & STROHL ADMIN SVC INC-0%
Total $56K5 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

SHEPHERD ELECTRIC COMPANY INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$44.3M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHEPHERD ELECTRIC CO., INC. MEDICAL PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.7M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SHEPHERD ELECTRIC CO., INC. LONG-TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$165K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SHEPHERD ELECTRIC CO., INC. DENTAL AND LIFE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$95K
Covered lives881
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SHEPHERD ELECTRIC CO., INC. SHORT-TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$71K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEPHERD ELECTRIC COMPANY INC. 401(K) AND PROFIT SHARING PLAN401k$44.3M4562024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHEPHERD ELECTRIC CO., INC. MEDICAL PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.7M3792024
505SHEPHERD ELECTRIC CO., INC. LONG-TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$165K2102024
503SHEPHERD ELECTRIC CO., INC. DENTAL AND LIFE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$95K8812024
504SHEPHERD ELECTRIC CO., INC. SHORT-TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$71K2122024
Retirement plans
Welfare plans
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