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Sponsor portfolio

SHELTAIR RESOURCES LLC

EIN 87-2008138-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$2.9M premiums
Participants
1,162
5302 NW 21ST TERRACE - FORT LAUDERDALE, FL 33309954-771-2210
Plans on this EIN
2 filings
#001401k-$14.8M - 729 part#501Fully Insured-$2.9M - 433 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Other$360K
  • Short-term disability$353K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA12%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
  • AFLAC0%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • US BENTEC WORKPLACE SOLUTIONS0%
  • MEGAN E VECKMAN0%
  • JAMES B SMITH0%
Total $67K4 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

SHELTAIR RESOURCES 401(K) PLAN

401k

Assets$14.8M
Participants729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELTAIR RESOURCES LLC HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELTAIR RESOURCES 401(K) PLAN401k$14.8M7292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELTAIR RESOURCES LLC HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.9M4332025
Retirement plans
Welfare plans
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