# CLUB QUARTERS EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **SHARED MUTUAL SERVICES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SHARED MUTUAL SERVICES, LLC |
| EIN | 133671385 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | STAMFORD, CT |
| Industry | Accommodation and Food Services |
| Funding | fully insured |
| Total premiums | $529K |
| Participants | 203 |
| Persons covered | 402 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| COVERED CALIFORNIA | Health, Rx |
| AETNA LIFE INSURANCE COMPANY | Dental, Vision |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| HAYS COMPANIES, INC. | COVERED CALIFORNIA |
| BROWN & BROWN INSURANCE SERVICES | AETNA LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| STUART VANWINKLE | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| INTERNAL PLANNING ALL LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/133671385-501
- Cite as: PlanOptica, https://planoptica.com/welfare/133671385-501
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