Form 5500 · Employee benefit plan · LAKEWOOD, NY
SHULTS MANAGEMENT GROUP INC
SHULTS MANAGEMENT GROUP INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF WNY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1483470 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WNY | Health, Vision | 136 | December | $27,907 |
| HARTFORD LIFE AND ACCIDENT | Life | 24 | December | $2,795 |
| VISION SERVICE PLAN | Vision | 89 | December | $1,230 |
Questions
Who is SHULTS MANAGEMENT GROUP INC's benefits broker?
Per its most recent Form 5500 Schedule A, SHULTS MANAGEMENT GROUP INC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SHULTS MANAGEMENT GROUP INC use?
SHULTS MANAGEMENT GROUP INC's benefit plan is written through BLUE CROSS BLUE SHIELD OF WNY, among 3 disclosed carriers.
When does SHULTS MANAGEMENT GROUP INC's group plan renew?
The most recent Schedule A policy period for SHULTS MANAGEMENT GROUP INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHULTS MANAGEMENT GROUP INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.