Form 5500 · Employee benefit plan · OXON HILL, MD
CHRYSALIS4WEALTH, INC.
CHRYSALIS4WEALTH, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SHIELDS, CFP HENRY J. Coverage is written through EQUITABLE. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1523072 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EQUITABLE | — | 2 | December | $20 |
Questions
Who is CHRYSALIS4WEALTH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CHRYSALIS4WEALTH, INC.'s broker of record is SHIELDS, CFP HENRY J.
What insurance carrier does CHRYSALIS4WEALTH, INC. use?
CHRYSALIS4WEALTH, INC.'s benefit plan is written through EQUITABLE.
When does CHRYSALIS4WEALTH, INC.'s group plan renew?
The most recent Schedule A policy period for CHRYSALIS4WEALTH, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHRYSALIS4WEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.