# THE SHEPHERD GROUP WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **THE SHEPHERD MATERIAL SCIENCE COMPANY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE SHEPHERD MATERIAL SCIENCE COMPANY |
| EIN | 274428082 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CINCINNATI, OH |
| Industry | Manufacturing |
| Funding | mixed |
| Total premiums | $443K |
| Participants | 932 |
| Persons covered | 727 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Life, LTD, Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| WATCHTOWER TECHNOLOGIES INC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| C2 CENTRIC LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| MARSH & MCLENNAN AGENCY LLC | FIDELITY SECURITY LIFE INSURANCE COMPANY |
| THREEFLOW | FIDELITY SECURITY LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/274428082-501
- Cite as: PlanOptica, https://planoptica.com/welfare/274428082-501
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