Sponsor portfolio

SHAKLEE CORPORATION

EIN 94-3389365health, wellness and fitnessLatest filing 2025

Plans

Retirement

$78.9M assets

Welfare

$3.7M premiums

Participants

764

4040 NE 2ND AVENUE, SUITE 321 - MIAMI, FL 33137925-924-2563shaklee.comLinkedIn201-500 employeeshealth, wellness and fitness

Plans on this EIN

3 filings

#001401k-$65.1M - 327 part #002TraditionalDB-$13.8M - 222 part #522Fully Insured-$3.7M - 429 lives

Retirement portfolio analytics

2 plans aggregated / $78.9M assets / 549 participants

Assets by plan

Share of aggregate retirement assets

82%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $3.7M premiums / 429 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$3.5M
Prescription drug$3.5M
Dental$2.3M
Vision$2.3M
Other$235K
Life$231K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

69%top

UNITEDHEALTHCARE INSURANCE COMPANY69%
KAISER FOUNDATION HEALTH PLAN INC31%
HEALTH ADVOCATE SOLUTIONS, INC.0%

Broker market share

Schedule A broker compensation

Split broker

73%top

MCGRIFF INSURANCE SERVICES INC73%
F.B.P. INSURANCE SERVICES, LLC27%

Plan deep-dives

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

Retirement#001

SHAKLEE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$65.1M

Participants327

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002