PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE SHELTERING ARMS
Sponsor portfolioTH

THE SHELTERING ARMS

EIN 58-0566236-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$3.2M premiums
Participants
687
385 CENTENNIAL OLYMPIC PARK DR NW - ATLANTA, GA 30313404-523-2767georgiatraininginstitute.comLinkedIn501-1000 employees
Plans on this EIN
2 filings
#003401k-$5.1M - 374 part#502Fully Insured-$3.2M - 306 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Other$345K
  • Life$187K
  • Short-term disability$187K
  • Long-term disability$187K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • CAMERON M. HARRIS AND COMPANY4%
Total $143K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE SHELTERING ARMS SAFE-HARBOR 401(K) PROFIT SHARING PLAN

401k

Assets$5.1M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHELTERING ARMS HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Premiums$3.2M
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE SHELTERING ARMS SAFE-HARBOR 401(K) PROFIT SHARING PLAN401k$5.1M3742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHELTERING ARMS HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.$3.2M3062025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica