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Sponsor portfolio

SHELTON ENERGY SOLUTIONS, LLC

EIN 81-2064052-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$834K premiums
Participants
758
1439 CENTRE CT., SUITE 600 - ALEXANDRIA, LA 71301318-443-5894
Plans on this EIN
2 filings
#001401k-$7.2M - 318 part#501Mixed-$834K - 890 lives

Benefits portfolio analytics

1 plan / $834K premiums / 890 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$834K
  • Dental$632K
  • Vision$632K
  • Life$632K
  • Short-term disability$632K
  • Long-term disability$632K
Total $834K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • HCC LIFE INSURANCE COMPANY7%
Total $834K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ASSUREDPARTNERS55%
  • GIS BENEFITS INC22%
  • ACCRETIVE ENROLLMENT SERVICES LLC19%
  • STEALTH PARTNER GROUP LLC4%
Total $217K4 slices

Plan deep-dives

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

SHELTON ENERGY SOLUTIONS, LLC 401(K) PLAN & TRUST

401k

Assets$7.2M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELTON ENERGY SOLUTIONS, LLC WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$834K
Covered lives890
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELTON ENERGY SOLUTIONS, LLC 401(K) PLAN & TRUST401k$7.2M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELTON ENERGY SOLUTIONS, LLC WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$834K8902025
Retirement plans
Welfare plans
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