Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Other$196K
- Life$194K
- Short-term disability$194K
- Long-term disability$194K
- +2 more
Sponsor portfolio
SHALOM HOUSE, INC.
EIN 23-7119236consumer servicesLatest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$2.5M premiums
Participants
459
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 260 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- HARVARD PILGRIM HEALTH CARE88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- DELTA DENTAL OF CALIFORNIA4%
- RED TREE INSURANCE COMPANY, INC.0%
Broker market share
Schedule A broker compensation
87%top
- USI INSURANCE SERVICES LLC87%
- NEESENROLL12%
- KEVIN MURPHY0%
- COMBINED SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHALOM HOUSE, INC. RETIREMENT SAVINGS PLAN
401k
Assets$4.9M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHALOM HOUSE INSURANCE BENEFIT PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$2.5M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHALOM HOUSE, INC. RETIREMENT SAVINGS PLAN | 401k | $4.9M | 264 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHALOM HOUSE INSURANCE BENEFIT PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $2.5M | 260 | 2025 |
Retirement plans
Welfare plans