Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$321K
- Long-term disability$321K
- Other$321K
- Dental$260K
- Vision$260K
Filings through .
Shepherd Insurance, LLC
EIN 45-3540375insuranceLatest filing 2025
Plans
2
Retirement
1
$68.0M assets
Health & Benefits
1
$581K premiums
Participants
1,218
111 CONGRESSIONAL BLVD. - CARMEL, IN 46032317-846-5554shepherdins.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $581K premiums / 1,162 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SHEPHERD INSURANCE, LLC 401(K) PLAN
401(k)
Assets$68.0M
Participants686
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
SHEPHERD INSURANCE, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$581K
Covered lives1,162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SHEPHERD INSURANCE, LLC 401(K) PLAN | 401(k) | $68.0M | 686 | 2025 |
- #001 · 401(k) · 2025686
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SHEPHERD INSURANCE, LLC EMPLOYEE WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $581K | 1,162 | 2025 |
- #503 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20251,162
Retirement plans
Health & Benefits plans