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Sponsor portfolio

SHOPTIKAL

EIN 83-4387792-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$8.6M premiums
Participants
179
700 PILGRIM WAY - GREEN BAY, WI 54307920-371-5247
Plans on this EIN
2 filings
#001401k-$49.2M - 179 part#501Fully Insured-$8.6M - 1,235 lives

Benefits portfolio analytics

1 plan / $8.6M premiums / 1,235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.6M
  • Health$8.2M
  • Dental$8.2M
  • Vision$8.2M
  • Life$8.2M
  • Prescription drug$8.2M
  • +2 more
Total $8.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $8.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • WILLIS TOWERS WATSON US LLC98%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $240K2 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

SHOPTIKAL 401K PLAN

401k

Assets$49.2M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOPTIKAL, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.6M
Covered lives1,235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHOPTIKAL 401K PLAN401k$49.2M1792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOPTIKAL, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.6M1,2352024
Retirement plans
Welfare plans
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