Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$70K
- Vision$70K
- Life$70K
- Other$70K
Sponsor portfolio
SHIPTONS BIG R, INC.
EIN 81-0251220retailLatest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$70K premiums
Participants
349
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $70K premiums / 116 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- VIRTUS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHIPTON'S BIG R, INC. MONTANA PROFIT SHARING PLAN
401k
Assets$6.7M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHIPTONS BIG R, INC. EMPLOYEE BENEFITS AND WELFARE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$70K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHIPTON'S BIG R, INC. MONTANA PROFIT SHARING PLAN | 401k | $6.7M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHIPTONS BIG R, INC. EMPLOYEE BENEFITS AND WELFARE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $70K | 116 | 2025 |
Retirement plans
Welfare plans