Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$143K
- Life$143K
- Long-term disability$143K
- Other$143K
Sponsor portfolio
SHELTER, INC.
EIN 68-0117241non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$143K premiums
Participants
389
P.O. BOX 5368 - CONCORD, CA 94524925-957-7568shelterinc.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $143K premiums / 237 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- RELATION INSURANCE SERVICES OF CA100%
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, INC. EMPLOYEE RETIREMENT 403(B) PLAN
403b
Assets$3.0M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHELTER, INC.
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$143K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN | 403b | $3.0M | 152 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHELTER, INC. | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $143K | 237 | 2024 |
Retirement plans
Welfare plans