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  2. S.H. TEVIS & SON INC.
Sponsor portfolioTH

S.H. TEVIS & SON INC.

EIN 52-1484304-computer software-Latest filing 2025
Plans
3
Retirement
1
$17.0M assets
Welfare
2
$1.0M premiums
Participants
671
82 JOHN STREET P.O. BOX 26 - WESTMINSTER, MD 211574835410-840-0666LinkedIn201-500 employeescomputer software
Plans on this EIN
3 filings
#001401k-$17.0M - 330 part#502Self Funded-$753K - 141 lives#501Fully Insured-$255K - 220 lives

Benefits portfolio analytics

2 plans / $1.0M premiums / 361 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$753K
  • Vision$94K
  • Health$78K
  • Dental$78K
  • Prescription drug$78K
  • Short-term disability$75K
  • +3 more
Total $1.0M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY57%
  • AVALON INSURANCE COMPANY18%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
  • BLUE CROSS OF CALIFORNIA8%
  • EYEMED VISION CARE2%
  • +1 more
Total $1.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MATHER & STROHL ADMIN SVC INC69%
  • MCCONKEY BENEFITS & FINANCIAL SERV31%
Total $27K2 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

S.H. TEVIS & SON, INC. EMPLOYEES' 401K PROFIT SHARING PLAN

401k

Assets$17.0M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

S.H. TEVIS & SON, INC. GROUP MEDICAL PLAN

Self Funded - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$753K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

S. H. TEVIS & SON, INC. BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$255K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001S.H. TEVIS & SON, INC. EMPLOYEES' 401K PROFIT SHARING PLAN401k$17.0M3302025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502S.H. TEVIS & SON, INC. GROUP MEDICAL PLANSelf FundedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$753K1412025
501S. H. TEVIS & SON, INC. BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$255K2202025
Retirement plans
Welfare plans
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