Form 5500 · Employee benefit plan · ZANESVILLE, OH
SHELLY & SANDS, INC.
Public Form 5500 records show how SHELLY & SANDS, INC. (ZANESVILLE, OH) structures its employee benefits. Its broker of record is INVICTA CAPITAL LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-4351261 · plan 004 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 386 | December | $47,861 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 386 | December | $7,270 |
Questions
Who is SHELLY & SANDS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SHELLY & SANDS, INC.'s broker of record is INVICTA CAPITAL LLC.
What insurance carrier does SHELLY & SANDS, INC. use?
SHELLY & SANDS, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SHELLY & SANDS, INC.'s group plan renew?
The most recent Schedule A policy period for SHELLY & SANDS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHELLY & SANDS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.