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Sponsor portfolio

SHOPPA'S MATERIAL HANDLING

EIN 75-2163913-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$8.8M premiums
Participants
1,522
15217 GRAND RIVER RD - FORT WORTH, TX 761552731866-506-2200shoppasmaterialhandling.comLinkedIn501-1000 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$20.4M - 801 part#501Fully Insured-$8.8M - 1,075 lives

Benefits portfolio analytics

1 plan / $8.8M premiums / 1,075 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.1M
  • Dental$8.1M
  • Vision$735K
  • Life$735K
  • Short-term disability$735K
  • Long-term disability$735K
  • +1 more
Total $8.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $8.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $10K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHOPPA'S MATERIAL HANDLING, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$20.4M
Participants801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOPPA'S MATERIAL HANDLING, INC. WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$8.8M
Covered lives1,075
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHOPPA'S MATERIAL HANDLING, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$20.4M8012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOPPA'S MATERIAL HANDLING, INC. WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$8.8M1,0752025
Retirement plans
Welfare plans
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