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Sponsor portfolio

SHASTA INDUSTRIES, INC.

EIN 86-6054268-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$2.4M premiums
Participants
568
3750 WEST INDIAN SCHOOL ROAD - PHOENIX, AZ 85019602-532-3750
Plans on this EIN
2 filings
#002401k-$8.2M - 349 part#501Fully Insured-$2.4M - 278 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Life$257K
  • Other$257K
  • Dental$234K
  • Vision$234K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • LOVITT AND TOUCHE, INC.18%
  • JB & H LLC1%
  • JANET WEHRLE1%
  • NOAH OROPEZA0%
  • +3 more
Total $134K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHASTA POOLS 401(K) PLAN

401k

Assets$8.2M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHASTA INDUSTRIES WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHASTA POOLS 401(K) PLAN401k$8.2M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHASTA INDUSTRIES WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M2782025
Retirement plans
Welfare plans
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