Shore United Bank, N.A.
Overview
Shore United Bank, N.A. sponsors a self-funded health plan that covered 610 participants in plan year 2025, down 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 610 · prior year 634
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Shore United Bank Employee Benefits Plan, plan 501 (610 participants)
- Broker compensation
- $144K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Standard Insurance Company | Life, Long-term disability | 578 | $328K | $37K |
| Unum Life Insurance Company of America | Group Long Term Care, Group Indiv LTC | 438 | $169K | $33K |
| Continental American Insurance Company | Accident Insurance, Hospital Indemnity I | 245 | $124K | $32K |
| Spring Health | Employee Assistance Program | 262 | $94K | — |
| Trustmark Insurance Company | Life | 128 | $85K | $31K |
| Guardian Life Insurance Company | Vision | 473 | $61K | $11K |
| UnitedHealthcare Insurance Company | Managed Organ/tissue Transplant Benefit | 900 | $50K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 610 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Shore United Bank, N.A.
- Sponsor EIN
- 52-0267925
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-0267925 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Shore United Bank, N.A.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Shore United Bank, N.A..