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
Filings through .
Shorenstein Realty Services, L.P.
EIN 94-3286598real estateLatest filing 2025
Plans
3
Retirement
1
$133.0M assets
Health & Benefits
2
$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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $2.0M premiums / 294 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN
401(k)
Assets$133.0M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SHORENSTEIN REALTY SERVICES, L.P. GROUP BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives294
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SHORENSTEIN REALTY SERVICES, L.P. SEVERANCE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN | 401(k) | $133.0M | 307 | 2025 |
- #001 · 401(k) · 2025307
Health & Benefits plans
2 plans on this EIN
| 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 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025294
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans