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Form 5500 · Employee benefit plan · STAMFORD, CT

SHARED MUTUAL SERVICES, LLC

SHARED MUTUAL SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HAYS COMPANIES, INC.. Coverage is written through COVERED CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3671385 · plan 501 · as of Jul 2026

Participants
205
Carriers on file
4
Disclosed commissions
$27,839
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
COVERED CALIFORNIAHealth27December$13,393
AETNA LIFE INSURANCE COMPANYDental, Vision402December$8,625
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability54December$3,307
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability19December$2,514

Questions

Who is SHARED MUTUAL SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SHARED MUTUAL SERVICES, LLC's broker of record is HAYS COMPANIES, INC..

What insurance carrier does SHARED MUTUAL SERVICES, LLC use?

SHARED MUTUAL SERVICES, LLC's benefit plan is written through COVERED CALIFORNIA, among 4 disclosed carriers.

When does SHARED MUTUAL SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for SHARED MUTUAL SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SHARED MUTUAL SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.