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Sponsor portfolio

SHELTER HOUSE, INC.

EIN 52-1217106-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$1.1M premiums
Participants
305
4443 BROOKFIELD CORPORATE DR, SUITE 300 - CHANTILLY, VA 20151703-955-7876shelterhouse.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$2.2M - 181 part#501Fully Insured-$1.1M - 124 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1000K
  • Prescription drug$1000K
  • Dental$121K
  • Vision$121K
  • Life$121K
  • Short-term disability$121K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • THE BALDWIN GROUP WEST LLC90%
  • MARSH & MCLENNAN AGENCY LLC10%
Total $68K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHELTER HOUSE, INC. 401(K) PLAN

401k

Assets$2.2M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELTER HOUSE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.1M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELTER HOUSE, INC. 401(K) PLAN401k$2.2M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELTER HOUSE, INC. EMPLOYEE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.1M1242025
Retirement plans
Welfare plans
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