Form 5500 · Employee benefit plan · FORT WAYNE, IN
SHAMBAUGH & SON, L.P.
Public Form 5500 records show how SHAMBAUGH & SON, L.P. (FORT WAYNE, IN) structures its employee benefits. Its broker of record is NXTGEN, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0965412 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision | 991 | December | $287,038 | $52,163 |
| THE GUARDIAN INSURANCE COMPANY OF AMERICA | Disability | 1,003 | December | $134,071 | $24,133 |
Questions
Who is SHAMBAUGH & SON, L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, SHAMBAUGH & SON, L.P.'s broker of record is NXTGEN, LLC.
What insurance carrier does SHAMBAUGH & SON, L.P. use?
SHAMBAUGH & SON, L.P.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does SHAMBAUGH & SON, L.P.'s group plan renew?
The most recent Schedule A policy period for SHAMBAUGH & SON, L.P. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHAMBAUGH & SON, L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.