Form 5500 · Employee benefit plan · FORT MYERS, FL
CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION INC
The filing calls this plan SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLAN.
Public Form 5500 records show how CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION INC of FORT MYERS, FL, a health care and social assistance employer, structures its employee benefits. Its broker of record is BALDWIN KRYSTYN SHERMAN PRTNRS, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1166437 · plan 510 · plan year 2025, filed Nov 26, 2025
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282 other employer plans in Florida have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: 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.
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 4 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covers 884 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $1,899,739, with $96,391 in disclosed broker commissions — about 5.1% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
BALDWIN KRYSTYN SHERMAN PRTNRS, LLC is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 884 | Jul 1, 2025 | $905,927 | $96,391 |
| TOKIO MARINE | Stop-loss | 628 | Jul 1, 2025 | $468,922 | $0 |
| HCC LIFE INSURANCE COMPANY | Health | 625 | Jul 1, 2025 | $452,488 | $0 |
| FIRST STOP HEALTH, LLC | — | 1,025 | Jul 1, 2025 | $72,402 | $0 |
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
Named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,114 employees, 26 recordable cases, 33 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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