Sponsor portfolio

SHAWMUT GROUP INC.

EIN 81-3645861constructionLatest filing 2024

Plans

Retirement

$462.3M assets

Welfare

$2.5M premiums

Participants

3,586

560 HARRISON AVENUE - BOSTON, MA 02118617-622-7000LinkedIn1001-5000 employeesconstruction

Plans on this EIN

3 filings

#002ESOP-$274.2M - 1,170 part #001401k-$188.1M - 1,432 part #501Mixed-$2.5M - 1,379 lives

Retirement portfolio analytics

2 plans aggregated / $462.3M assets / 2,602 participants

Assets by plan

Share of aggregate retirement assets

59%top

Participants by plan

Active + retired + deferred vested

SHAWMUT GROUP 401(K) (#001)1,432
EMPLOYEE STOCK OWNERSHIP (#002)1,170

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.6M
Life$1.6M
Short-term disability$1.6M
Long-term disability$1.6M
Dental$836K
Vision$89K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

63%top

PRUDENTIAL INSURANCE COMPANY OF AMERICA63%
CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
EYEMED VISION CARE4%
METROPOLITAN LIFE INSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Split broker

92%top

BROWN AND BROWN OF FLORIDA, INC.92%
HAYS COMPANIES, INC.8%
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

SHAWMUT GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$274.2M

Participants1,170

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

SHAWMUT GROUP 401(K) PLAN

401k

Assets$188.1M

Participants1,432

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501