Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	SHORENSTEIN REALTY SERVICES, L.P. GROUP BENEFIT PLAN	Fully Insured	CIGNA HEALTH AND LIFE INSURANCE COMPANY	$2.0M	294	2025
502	SHORENSTEIN REALTY SERVICES, L.P. SEVERANCE BENEFIT PLAN	Self Funded	-	$0	0	2025

Retirement plans

Welfare plans

Sponsor portfolio

SHORENSTEIN REALTY SERVICES, L.P.

EIN 94-3286598real estateLatest filing 2025

Plans

Retirement

$133.0M assets

Welfare

$2.0M premiums

Participants

706

235 MONTGOMERY STREET FL 16 - SAN FRANCISCO, CA 941043102415-772-9335shorenstein.comLinkedIn201-500 employeesreal estate

Plans on this EIN

3 filings

#001401k-$133.0M - 307 part #501Fully Insured-$2.0M - 294 lives #502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.6M
Other$251K
Life$217K
Short-term disability$217K
Long-term disability$217K
Dental$171K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

89%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
METROPOLITAN LIFE INSURANCE COMPANY11%
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%

Broker market share

Schedule A broker compensation

Split broker

61%top

MCGRIFF INSURANCE SERVICES INC61%
MARSH & MCLENNAN AGENCY LLC25%
BSC AGENCY LLC14%

Plan deep-dives

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

Retirement#001

THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN

401k

Assets$133.0M

Participants307

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501