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Sponsor portfolioWelfare / HealthEIN 59-1166437

CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION INC

d/b/a DBA SHELL POINT RETIREMENT COMMUNITY
15101 SHELL POINT BLVD · FORT MYERS, FL 33908
2394542162
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,025
No prior year
Total participants
632
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$1.9M
SHELL POINT RETIREMENT COMMUNITY EMPLOYEE WELFARE BENEFIT PLAN
Fully insured1,025 covered·4 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$978K15.2%
Dental$906K14.1%
Vision$906K14.1%
Life$906K14.1%
Short-term disability$906K14.1%
Long-term disability$906K14.1%
Stop-loss$469K7.3%
Health$452K7.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
HSL
$921K48.5%12628
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$906K47.7%11884
FIRST STOP HEALTH
EIN 451542956
Oth
$72K3.8%111,025

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BALDWIN KRYSTYN SHERMAN PARTNERSTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$83K$14K$97K71.1%1
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZHCC LIFE INSURANCE COMPANY$0$26K$26K18.9%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$14K$0$14K9.9%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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