Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$166K
- Life$150K
- Short-term disability$150K
- Long-term disability$150K
- +2 more
Sponsor portfolio
SHOREPOINT, LLC
EIN 82-1689821Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$2.8M premiums
Participants
429
12901 WORLDGATE DR, SUITE 650 - HERNDON, VA 20170703-517-2956
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 330 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITED HEALTHCARE INSURANCE COMPANY89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
56%top
- HILB GROUP OF NEW ENGLAND56%
- USI INSURANCE SERVICES LLC26%
- THE FINANCIAL GROUP OF VIRGINIA14%
- THE CASON GROUP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHOREPOINT, LLC 401(K) PLAN
401k
Assets$8.8M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHOREPOINT, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHOREPOINT, LLC 401(K) PLAN | 401k | $8.8M | 261 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHOREPOINT, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.8M | 330 | 2025 |
Retirement plans
Welfare plans