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Form 5500 · Employee benefit plan · PORTLAND, TN

SHOALS TECHNOLOGIES GROUP, LLC

SHOALS TECHNOLOGIES GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0346780 · plan 501 · as of Jul 2026

Participants
1,184
Carriers on file
4
Disclosed commissions
$141,872
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability1,046December$107,118
BLUECROSS BLUESHIELD OF TENNESSEE, INCHealth1,051December$17,560
DELTA DENTAL OF TENNESSEEDental1,110December$13,821
VISION SERVICE PLANVision600December$3,373

Questions

Who is SHOALS TECHNOLOGIES GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SHOALS TECHNOLOGIES GROUP, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does SHOALS TECHNOLOGIES GROUP, LLC use?

SHOALS TECHNOLOGIES GROUP, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.

When does SHOALS TECHNOLOGIES GROUP, LLC's group plan renew?

The most recent Schedule A policy period for SHOALS TECHNOLOGIES GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SHOALS TECHNOLOGIES GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.