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Sponsor portfolio

SHELLBACK HOLDINGS, LLC

EIN 81-1755265-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.2M premiums
Participants
205
416 S. 4TH STREET - COOPERSBURG, PA 18036480-609-8565
Plans on this EIN
2 filings
#001401k-$8.6M - 134 part#501Fully Insured-$1.2M - 167 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOVITT AND TOUCHE, INC.100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHELLBACK HOLDINGS, LLC 401(K) PLAN

401k

Assets$8.6M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELLBACK HOLDINGS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELLBACK HOLDINGS, LLC 401(K) PLAN401k$8.6M1342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELLBACK HOLDINGSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1672024
Retirement plans
Welfare plans
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