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Sponsor portfolioWelfare / HealthEIN 45-3540375
SHEPHERD INSURANCE, LLC
111 CONGRESSIONAL BOULEVARD · CARMEL, IN 46032
3178465554
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$581K
No prior year
Persons covered
1,162
No prior year
Total participants
532
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$1.3M
SHEPHERD INSURANCE, LLC SECTION 125 PLAN
Fully insured253 covered·1 carrier
Primary: ANTHEM INSURANCE COMPANIES, INC.
Plan #503$581K
SHEPHERD INSURANCE, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed1,162 covered·2 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #501$0
SHEPHERD INSURANCE, LLC EMPLOYEE BENEFITS PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $321K | 21.6% | |
| Long-term disability | $321K | 21.6% | |
| Other | $321K | 21.6% | |
| Dental | $260K | 17.5% | |
| Vision | $260K | 17.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LLTDOth | $321K | 55.2% | 1 | 1 | 532 |
EIN 351682400 | DV | $260K | 44.8% | 1 | 1 | 1,162 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | CARMEL, IN | HEALTH RESOURCES INC., RELIANCE STANDARD LIFE INSURANCE COMPANY | $79K | $6K | $86K | 96.5% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan