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Sponsor portfolio

SHAPCO INC.

EIN 95-3942140-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$31.7M assets
Welfare
1
$3.6M premiums
Participants
919
1666 20TH STREET, SUITE 100 - SANTA MONICA, CA 90404310-264-1677LinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$31.7M - 504 part#510Mixed-$3.6M - 415 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Life$315K
  • Short-term disability$315K
  • Long-term disability$315K
  • Other$315K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • GALLAGHER BENEFIT SERVICES, INC.54%
  • USI INSURANCE SERVICES LLC41%
  • FMLASOURCE INC5%
Total $166K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHAPCO INC. 401(K) SAVINGS PLAN

401k

Assets$31.7M
Participants504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SHAPCO, INC. EMPLOYEE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$3.6M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHAPCO INC. 401(K) SAVINGS PLAN401k$31.7M5042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SHAPCO, INC. EMPLOYEE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$3.6M4152025
Retirement plans
Welfare plans
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