Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$64K
- Short-term disability$64K
- Long-term disability$64K
Sponsor portfolio
SHIFT5 INC.
EIN 84-2692461computer softwareLatest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$64K premiums
Participants
265
1100 WILSON BLVD, STE 2100 - ARLINGTON, VA 22209510-501-9718shift5.ioLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $64K premiums / 112 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
52%top
- DIGITAL INSURANCE LLC52%
- CENTRO BENEFITS RESEARCH LLC48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHIFT5 INC. 401(K) PLAN
401k
Assets$7.6M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SHIFT5 INC. GROUP HEALTH PLAN
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$64K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHIFT5 INC. 401(K) PLAN | 401k | $7.6M | 153 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHIFT5 INC. GROUP HEALTH PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $64K | 112 | 2025 |
Retirement plans
Welfare plans