PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R

EIN 59-1166437-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$51.4M assets
Health & Benefits
1
$1.9M premiums
Participants
1,996
14200 WOODSONG LANE - FORT MYERS, FL 33908234-454-2162
Plans on this EIN
2 filings
#003403(b)-$51.4M - 1,364 part#510Fully insured-$1.9M - 1,025 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$978K
  • Dental$906K
  • Vision$906K
  • Life$906K
  • Short-term disability$906K
  • Long-term disability$906K
  • +2 more
Total $1.9M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

SHELL POINT THRIFT PLAN

403(b)

Assets$51.4M
Participants1,364
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.9M
Covered lives1,025
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SHELL POINT THRIFT PLAN403(b)$51.4M1,3642025
  • SHELL POINT THRIFT PLAN$51.4M
    #003 · 403(b) · 20251,364

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.9M1,0252025
  • SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLAN$1.9M
    #510 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 20251,025
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica