Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Prescription drug$1.5M
- Dental$163K
- Other$100K
- Life$61K
- Long-term disability$51K
- +1 more
Sponsor portfolio
SHAPELL INVESTMENT PROPERTIES
EIN 80-0958642Latest filing 2025
Plans
2
Retirement
1
$42.3M assets
Welfare
1
$3.8M premiums
Participants
498
1990 SOUTH BUNDY DRIVE, SUITE 500 - LOS ANGELES, CA 90025323-655-7330
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 241 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- AETNA LIFE INSURANCE COMPANY53%
- KAISER FOUNDATION HEALTH PLAN INC39%
- UNITED CONCORDIA INSURANCE COMPANY4%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHAPELL INVESTMENT PROPERTIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$42.3M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHAPELL INVESTMENT PROPERTIES HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$3.8M
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHAPELL INVESTMENT PROPERTIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $42.3M | 308 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHAPELL INVESTMENT PROPERTIES HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $3.8M | 241 | 2025 |
Retirement plans
Welfare plans