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Sponsor portfolioTH

CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION INC

EIN 59-1166437-Latest filing 2025
Plans
2
Retirement
1
$47.4M assets
Welfare
1
$1.9M premiums
Participants
1,942
15101 SHELL POINT BLVD - FORT MYERS, FL 33908239-454-2162
Plans on this EIN
2 filings
#003403b-$47.4M - 1,310 part#510Fully Insured-$1.9M - 1,025 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HCC LIFE INSURANCE COMPANY49%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA48%
  • FIRST STOP HEALTH4%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS71%
  • STEALTH PARTNER GROUP LLC19%
  • WATCHTOWER BENEFITS, LLC10%
Total $137K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SHELL POINT THRIFT PLAN

403b

Assets$47.4M
Participants1,310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.9M
Covered lives1,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SHELL POINT THRIFT PLAN403b$47.4M1,3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.9M1,0252025
Retirement plans
Welfare plans
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