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Filings through Oct 24, 2026.

Shackelford, Bowen, McKinley & Norton, LLP

EIN 75-2967456-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Health & Benefits
1
$2.1M premiums
Participants
273
9201 N. CENTRAL EXPRESSWAY, FOURTH FLOOR - DALLAS, TX 75231214-780-1400
Plans on this EIN
2 filings
#001401(k)-$18.3M - 153 part#501Mixed-$2.1M - 463 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.1M premiums / 463 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Long-term disability$190K
  • Other$36K
  • Vision$12K
Total $2.1M5 rows
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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#001

SHACKELFORD, BOWEN, MCKINLEY & NORTON 401(K) PROFIT SHARING PLAN

401(k)

Assets$18.3M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP EMPLOYEE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.1M
Covered lives463
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHACKELFORD, BOWEN, MCKINLEY & NORTON 401(K) PROFIT SHARING PLAN401(k)$18.3M1532025
  • SHACKELFORD, BOWEN, MCKINLEY & NORTON 401(K) PROFIT SHARING PLAN$18.3M
    #001 · 401(k) · 2025153

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP EMPLOYEE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$2.1M4632025
  • SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP EMPLOYEE BENEFIT PLAN$2.1M
    #501 · Mixed · BLUECROSS BLUESHIELD OF TEXAS · 2025463
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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