Assets by plan
Share of aggregate retirement assets
Filings through .
Shepard Exposition Services, Inc.
EIN 58-1463468ConstructionLatest filing 2025
Plans
4
Retirement
2
$49.4M assets
Health & Benefits
2
$813K premiums
Participants
2,305
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $49.4M assets / 1,546 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $813K premiums / 1,108 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$327K
- Life$229K
- Short-term disability$229K
- Long-term disability$229K
- Other$229K
- Vision$40K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN
401(k)
Assets$43.4M
Participants1,037
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
SHEPARD EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.0M
Participants509
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL INSURANCE COMPANY
Premiums$596K
Covered lives702
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$217K
Covered lives406
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN | 401(k) | $43.4M | 1,037 | 2025 |
| #005 | SHEPARD EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.0M | 509 | 2025 |
- #004 · 401(k) · 20251,037
- #005 · ESOP · 2025509
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL INSURANCE COMPANY | $596K | 702 | 2025 |
| #502 | SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $217K | 406 | 2024 |
- #501 · Mixed · DELTA DENTAL INSURANCE COMPANY · 2025702
- #502 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024406
Retirement plans
Health & Benefits plans