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Sponsor portfolio

SHEPARD EXPOSITION SERVICES

EIN 58-1463468-Latest filing 2025
Plans
4
Retirement
2
$47.4M assets
Welfare
2
$813K premiums
Participants
2,296
1778 MARIETTA BLVD NW - ATLANTA, GA 30318404-720-8653LinkedIn11-50 employees
Plans on this EIN
4 filings
#004401k-$39.0M - 1,012 part#005ESOP-$8.4M - 525 part#501Mixed-$596K - 702 lives#502Fully Insured-$217K - 406 lives

Retirement portfolio analytics

2 plans aggregated / $47.4M assets / 1,537 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • SERVICES, INC. 401(K) (#004)82%
  • EMPLOYEE STOCK OWNERSHIP (#005)18%
Total $47.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#004)1,012
  • EMPLOYEE STOCK OWNERSHIP (#005)525
Total 1,537Click row to drill in

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
Total $596K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • DELTA DENTAL OF CALIFORNIA55%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
  • VISION SERVICE PLAN7%
Total $596K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • IMA, INC.74%
  • MARSH & MCLENNAN AGENCY LLC26%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN

401k

Assets$39.0M
Participants1,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SHEPARD EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.4M
Participants525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$596K
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$217K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN401k$39.0M1,0122024
005SHEPARD EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.4M5252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLANMixedDELTA DENTAL INSURANCE COMPANY$596K7022025
502SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$217K4062024
Retirement plans
Welfare plans
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