Form 5500 · Employee benefit plan · AUSTINTOWN, OH
SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC.
SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC. of AUSTINTOWN, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1147594 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 178 | December | $38,855 |
| COMMUNITY INSURANCE COMPANY, DBA ANTHEM BLUE CROSS AND BLUE SHIELD | Stop-loss | 242 | December | $0 |
Questions
Who is SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC.'s broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC. use?
SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.