Form 5500 · Employee benefit plan · GERMANTOWN, MD
HEALTHWELL FOUNDATION, INC.
HEALTHWELL FOUNDATION, INC. of GERMANTOWN, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is S B H U LIFE AGENCY INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0413676 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 242 | December | $22,876 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 242 | December | $73 |
Questions
Who is HEALTHWELL FOUNDATION, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HEALTHWELL FOUNDATION, INC.'s broker of record is S B H U LIFE AGENCY INC.
What insurance carrier does HEALTHWELL FOUNDATION, INC. use?
HEALTHWELL FOUNDATION, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does HEALTHWELL FOUNDATION, INC.'s group plan renew?
The most recent Schedule A policy period for HEALTHWELL FOUNDATION, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEALTHWELL FOUNDATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.