Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$321K
- Long-term disability$321K
- Other$321K
- Dental$260K
- Vision$260K
Sponsor portfolio
SHEPHERD INSURANCE, LLC
EIN 45-3540375insuranceLatest filing 2025
Plans
2
Retirement
1
$55.7M assets
Welfare
1
$581K premiums
Participants
1,127
111 CONGRESSIONAL BOULEVARD, SUITE 200 - CARMEL, IN 46032317-846-5554shepherdins.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $581K premiums / 1,162 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY55%
- HEALTH RESOURCES, INC.45%
Broker market share
Schedule A broker compensation
97%top
- ASSUREDPARTNERS97%
- NFP INSURANCE SERVICES INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEPHERD INSURANCE, LLC 401(K) PLAN
401k
Assets$55.7M
Participants595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SHEPHERD INSURANCE, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$581K
Covered lives1,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPHERD INSURANCE, LLC 401(K) PLAN | 401k | $55.7M | 595 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans