Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Life$309K
- Other$299K
- Short-term disability$265K
- Long-term disability$265K
- Dental$205K
- +1 more
Sponsor portfolio
SHEARER SUPPLY, LLC
EIN 75-2948578wholesaleLatest filing 2025
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$3.8M premiums
Participants
732
1750 VALLEY VIEW LANE STE 300 - FARMERS BRANCH, TX 75234469-324-4001shearersupply.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 767 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- AMERICAN UNITED LIFE INSURANCE COMPANY7%
- AMERITAS LIFE INSURANCE CORP.5%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- TRANSAMERICA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
37%top
- GBMB INSURANCE AGENCY, LLC37%
- PATRIOT GROWTH INSURANCE SERVICES33%
- ACCRETIVE ENROLLMENT SERVICES LLC16%
- WILLIAM R MARTIN13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEARER SUPPLY 401(K) PLAN
401k
Assets$17.3M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SHEARER SUPPLY ERISA WRAP DOCUMENT
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.8M
Covered lives767
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEARER SUPPLY 401(K) PLAN | 401k | $17.3M | 424 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SHEARER SUPPLY ERISA WRAP DOCUMENT | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.8M | 767 | 2025 |
Retirement plans
Welfare plans