Form 5500 · Employee benefit plan · NEW LONDON, CT
WHOLE LIFE, INC.
WHOLE LIFE, INC. of NEW LONDON, CT insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is SCHUSTER DRISCOLL, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1204033 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 350 people.
Reported premium across the insured contracts is $2,688,234, with $105,544 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in July, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
SCHUSTER DRISCOLL, LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and UNITED OF OMAHA LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 350 | July | $2,649,834 | $102,402 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 224 | July | $38,400 | $3,142 |
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