PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHEPHERD CENTER, INC.
Sponsor portfolioTH

SHEPHERD CENTER, INC.

EIN 51-0141601-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$223.6M assets
Welfare
1
$1.3M premiums
Participants
3,667
2020 PEACHTREE RD NW - ATLANTA, GA 30309404-352-2020shepherd.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$223.6M - 2,175 part#501Mixed-$1.3M - 1,850 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,850 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$684K
  • Long-term disability$450K
  • Life$374K
  • Vision$81K
  • Short-term disability$73K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
  • EYEMED VISION CARE6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • CURALINC HEALTHCARE3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • IMA, INC.85%
  • THE BENEFIT COMPANY INC9%
  • THOMAS OWENS2%
  • LOCKTON COMPANIES, LLC2%
  • ZIMMERMAN, MICHAEL J1%
  • +2 more
Total $225K7 slices

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 CENTER 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$223.6M
Participants2,175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEPHERD CENTER FLEXIBLE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEPHERD CENTER 403(B) RETIREMENT SAVINGS PLAN403b$223.6M2,1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEPHERD CENTER FLEXIBLE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.3M1,8502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica