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Form 5500 · Employee benefit plan · GARDEN CITY, NY

SHELTERPOINT LIFE INSURANCE COMPANY

SHELTERPOINT LIFE INSURANCE COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is INNOVATIVE BENEFITS INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2284118 · plan 506 · as of Jul 2026

Participants
331
Carriers on file
4
Disclosed commissions
$145,907
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth234October$106,525
UNUM LIFE INSURANCE COMPANYLife, Disability232October$17,188
METROPOLITAN LIFE INSURANCE COMPANYDental331October$13,243
UNUM LIFE INSURANCE COMPANYLife103October$8,951

Questions

Who is SHELTERPOINT LIFE INSURANCE COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, SHELTERPOINT LIFE INSURANCE COMPANY's broker of record is INNOVATIVE BENEFITS INC.

What insurance carrier does SHELTERPOINT LIFE INSURANCE COMPANY use?

SHELTERPOINT LIFE INSURANCE COMPANY's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does SHELTERPOINT LIFE INSURANCE COMPANY's group plan renew?

The most recent Schedule A policy period for SHELTERPOINT LIFE INSURANCE COMPANY ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SHELTERPOINT LIFE INSURANCE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.