Form 5500 · Employee benefit plan · INDIANAPOLIS, IN
RETIREMENT LIVING, INC.
RETIREMENT LIVING, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1393773 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 189 | December | $17,622 |
| HEALTH RESOURCES INC. | Dental, Vision | 181 | December | $7,529 |
| FIRST STOP HEALTH, LLC | — | 123 | December | $0 |
Questions
Who is RETIREMENT LIVING, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RETIREMENT LIVING, INC.'s broker of record is SHEPHERD INSURANCE LLC.
What insurance carrier does RETIREMENT LIVING, INC. use?
RETIREMENT LIVING, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does RETIREMENT LIVING, INC.'s group plan renew?
The most recent Schedule A policy period for RETIREMENT LIVING, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RETIREMENT LIVING, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.