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Form 5500 · Employee benefit plan · HAUPPAUGE, NY

SCHULTHEIS & PANETTIERI, LLP

Public Form 5500 records show how SCHULTHEIS & PANETTIERI, LLP (HAUPPAUGE, NY) structures its employee benefits. 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.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1577780 · plan 003 · as of Jul 2026

Participants
211
Carriers on file
2
Disclosed commissions
$14,823
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY215December$11,684
PRINCIPAL LIFE INSURANCE COMPANY215December$3,139

Questions

Who is SCHULTHEIS & PANETTIERI, LLP's benefits broker?

Per its most recent Form 5500 Schedule A, SCHULTHEIS & PANETTIERI, LLP's broker of record is S B H U LIFE AGENCY INC.

What insurance carrier does SCHULTHEIS & PANETTIERI, LLP use?

SCHULTHEIS & PANETTIERI, LLP's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does SCHULTHEIS & PANETTIERI, LLP's group plan renew?

The most recent Schedule A policy period for SCHULTHEIS & PANETTIERI, LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SCHULTHEIS & PANETTIERI, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.