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Sponsor portfolio

SHANNON & WILSON, INC.

EIN 91-0745357-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$170.7M assets
Welfare
1
$323K premiums
Participants
1,294
400 NORTH 34TH STREET, SUITE 100 - SEATTLE, WA 98103206-632-8020shannonwilson.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#333401k-$129.9M - 558 part#002ProfitSharing-$40.8M - 373 part#501Mixed-$323K - 726 lives

Retirement portfolio analytics

2 plans aggregated / $170.7M assets / 931 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN AND TRUST (#333)76%
  • INDIVIDUAL ACCOUNT PLAN (#002)24%
Total $170.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • NWPS76%
  • (Not disclosed)24%
Total $170.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#333)558
  • INDIVIDUAL ACCOUNT PLAN (#002)373
Total 931Click row to drill in

Benefits portfolio analytics

1 plan / $323K premiums / 726 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$271K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • Vision$52K
Total $323K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SYMETRA LIFE INSURANCE COMPANY71%
  • AMERITAS LIFE INSURANCE CORP.16%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
Total $323K3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • USI INSURANCE SERVICES LLC75%
  • TRUEBENEFITS LLC17%
  • GCG FINANCIAL LLC8%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST

401k

Assets$129.9M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN

ProfitSharing

Assets$40.8M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHANNON & WILSON, INC. EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$323K
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST401k$129.9M5582024
002SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLANProfitSharing$40.8M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHANNON & WILSON, INC. EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$323K7262025
Retirement plans
Welfare plans
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