Plan Ledger DOL Form 5500 · updated monthly

Shorepoint, Inc.benefits

Shorepoint, Inc. Employee Benefit Plan · HERNDON, VA · plan year 2025

Broker compensation reported · 2025
$69,544

Shorepoint, Inc.'s benefits plans covered 168 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $134,444. Insurance brokers and agents were paid $69,544 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 51.7% of premiums. That is $414 per covered person, above the median for employer plans that report broker pay. Broker pay rose 21% from $57,262 in 2024.

Insurance contracts · 20256
DELTA DENTAL OF VIRGINIA · dental$134K · 330 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 117 covered
VISION SERVICE PLAN · visionpremiums n/a · 135 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 168 covered
UNUM INSURANCE COMPANYpremiums n/a · 73 covered
ESI EMPLOYEE ASSISTANCE GROUPpremiums n/a · 183 covered
Brokers & agents paid · 20256
THE HILB GROUP OF MD, INC$37,818
USI INSURANCE SERVICES LLC$17,932 · incl $2,071 fees
FINANCIAL GROUP OF VIRGINIA BEACH$9,653
THE CASON GROUP LLC$3,081 · incl $3,081 fees
THE HILB GROUP OF MARYLAND$908
THE HILB GROUP$152

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 821689821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.