Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$75K
- Dental$68K
- Vision$68K
- Short-term disability$47K
- Life$38K
- Long-term disability$35K
Sponsor portfolio
TAG SHELBY OPERATING LLC
EIN 88-3990473ManufacturingLatest filing 2025
Plans
2
Retirement
1
$464K assets
Welfare
1
$226K premiums
Participants
344
2501 WEST DIXON BLVD. - SHELBY, NC 28152704-482-1399
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $226K premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY70%
- AMERITAS LIFE INSURANCE CORP.30%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAG SHELBY OPERATING LLC 401K PLAN
401k
Assets$464K
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAG SHELBY OPERATING LLC BENEFITS PLAN
Mixed - AMERITAS LIFE INSURANCE CORP
Premiums$226K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAG SHELBY OPERATING LLC 401K PLAN | 401k | $464K | 152 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAG SHELBY OPERATING LLC BENEFITS PLAN | Mixed | AMERITAS LIFE INSURANCE CORP | $226K | 270 | 2025 |
Retirement plans
Welfare plans