Form 5500 · Employee benefit plan · NEEDHAM, MA
SHARKNINJA OPERATING LLC
The filing calls this plan SHARKNINJA OPERATING LLC EMPLOYEE BENEFIT PLAN.
SHARKNINJA OPERATING LLC of NEEDHAM, MA is a 1,552-participant manufacturing employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is WILLIS TOWERS WATSON NORTHEAST, INC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0115430 · plan 502 · plan year 2025, filed Jul 9, 2026
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1,456 other employer plans in Massachusetts have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 9 insured contracts covering health, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., covers 2,870 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $24,116,779, with $387,290 in disclosed broker commissions — about 1.6% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in May. The plan is on a split renewal cycle.
WILLIS TOWERS WATSON NORTHEAST, INC is the broker of record on 8 of the 9 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health | 2,870 | Jan 1, 2026 | $22,899,446 | $234,568 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 1,542 | Jan 1, 2026 | $418,086 | $119,356 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 41 | Jan 1, 2026 | $308,069 | $18,425 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 1,466 | Jun 1, 2025 | $121,264 | $3,796 |
| FEDERAL INSURANCE COMPANY | — | 1,441 | Nov 14, 2025 | $22,156 | $3,323 |
| VISION SERVICE PLAN | Vision | 1,250 | Jan 1, 2026 | $149,736 | $3,303 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,466 | Jun 1, 2025 | $188,580 | $3,102 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 28 | Jan 1, 2026 | $6,630 | $995 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 111 | Jun 1, 2025 | $2,812 | $422 |
Premium and claims on this contract
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., contract 8001755. For the contract year on this filing, the carrier reported $22,899,446 in premium earned and $18,394,787 in claims incurred. Dividing one by the other gives 80%.
- BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., contract 8001755 reported $4,504,659 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,308 employees, 16 recordable cases, 10 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
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Renewal calendar
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