# SHEPHERD INSURANCE, LLC EMPLOYEE WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **SHEPHERD INSURANCE, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SHEPHERD INSURANCE, LLC |
| EIN | 453540375 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | CARMEL, IN |
| Industry | insurance |
| Funding | mixed |
| Total premiums | $581K |
| Participants | 532 |
| Persons covered | 1,162 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, LTD, Other |
| HEALTH RESOURCES, INC. | Dental, Vision |

## Brokers

| Broker | Placed with |
|---|---|
| ASSUREDPARTNERS | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| ASSUREDPARTNERS | HEALTH RESOURCES INC. |

## 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/453540375-503
- Cite as: PlanOptica, https://planoptica.com/welfare/453540375-503
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