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Form 5500 · Employee benefit plan · IRVINE, CA

SHELLY AUTOMOTIVE, LLC

Public Form 5500 records show how SHELLY AUTOMOTIVE, LLC (IRVINE, CA) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 10 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0837759 · plan 501 · as of Jul 2026

Participants
749
Carriers on file
11
Disclosed commissions
$221,170
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INC.Health271May$70,137
CALIFORNIA PHYSICIANS SERVICEHealth, Dental, Vision293May$33,918
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability92May$25,966
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability121May$25,603
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability62May$17,103
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability62May$15,552
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability85May$14,069
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability46May$11,534
BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANYLife659May$4,681
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability18May$1,990
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability6May$617

Questions

Who is SHELLY AUTOMOTIVE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SHELLY AUTOMOTIVE, LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does SHELLY AUTOMOTIVE, LLC use?

SHELLY AUTOMOTIVE, LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 11 disclosed carriers.

When does SHELLY AUTOMOTIVE, LLC's group plan renew?

The most recent Schedule A policy period for SHELLY AUTOMOTIVE, LLC ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

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