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Sponsor portfolioTH

SHELCO, LLC

EIN 56-1190111-construction-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.3M premiums
Participants
299
2359 PERIMETER POINTE PKWY., SUITE 600 - CHARLOTTE, NC 28208704-367-5600shelcollc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$18.1M - 176 part#501Fully Insured-$1.3M - 194 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Prescription drug$1.1M
  • Life$119K
  • Short-term disability$119K
  • Long-term disability$119K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • HARTFORD LIFE AND ACCIDENT9%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • MCGRIFF INSURANCE SERVICES INC50%
  • MOSAIC GROUP SERVICES20%
  • JAMES A HARDISON V12%
  • THE BENEFIT COMPANY INC10%
  • HILB GROUP OF NEW ENGLAND9%
Total $34K5 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

SHELCO, LLC 401(K) PLAN

401k

Assets$18.1M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELCO, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.3M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELCO, LLC 401(K) PLAN401k$18.1M1762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELCO, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.3M1942024
Retirement plans
Welfare plans
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