Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Life$205K
- Long-term disability$156K
- Dental$125K
Sponsor portfolio
SHELTERPOINT LIFE INSURANCE COMPANY
EIN 11-2284118Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$2.7M premiums
Participants
105
1225 FRANKLIN AVENUE, SUITE 475 - GARDEN CITY, NY 11530516-829-8100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 331 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- INNOVATIVE BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SHELTERPOINT LIFE 401(K) PLAN
401k
Assets$12.3M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SHELTERPOINT LIFE INSURANCE COMPANY WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SHELTERPOINT LIFE 401(K) PLAN | 401k | $12.3M | 105 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SHELTERPOINT LIFE INSURANCE COMPANY WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $2.7M | 331 | 2024 |
Retirement plans
Welfare plans