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
Sponsor portfolio
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP
EIN 75-2967456Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$2.1M premiums
Participants
284
9201 N. CENTRAL EXPRESSWAY, FOURTH FLOOR - DALLAS, TX 75231214-780-1400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 463 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- AFLAC2%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- MARSH & MCLENNAN AGENCY LLC3%
- MURIEL JERNIGAN1%
- MILTON EDDIE EDWARDS0%
- JON M HENNEY0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHACKELFORD, BOWEN, MCKINLEY & NORTON 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP EMPLOYEE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.1M
Covered lives463
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHACKELFORD, BOWEN, MCKINLEY & NORTON 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 164 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHACKELFORD, BOWEN, MCKINLEY & NORTON, LLP EMPLOYEE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $2.1M | 463 | 2025 |
Retirement plans
Welfare plans