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Sponsor portfolioWelfare / HealthEIN 46-7130790

SHEPHERD INSURANCE

9600 BROWNSBORO ROAD · LOUISVILLE, KY 40241
5024996880
Plans filed
1
Years active
2016–2025
Industry
NAICS —
Latest filing
2025
Total premiums (latest)
$6.8M
No prior year
Persons covered
880
No prior year
Total participants
472
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.8M
ASSOCIATION HEALTH AND WELFARE VEBA MASTER TRUST
Mixed880 covered·2 carriers
Primary: ANTHEM INSURANCE COMPANIES, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.6M89.5%
Dental$194K2.6%
Vision$194K2.6%
Life$194K2.6%
Other$194K2.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 350781558
H
$6.6M97.1%11880
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLOth
$194K2.9%13497

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSLOUISVILLE, KYMETROPOLITAN LIFE INSURANCE COMPANY, ANTHEM INSURANCE COMPANIES, INC.$126K$2K$129K63.8%1
ABC BENEFITS GROUP LLCINDIANAPOLIS, INANTHEM INSURANCE COMPANIES, INC.$43K$0$43K21.4%1
CAPSTONE BENEFIT GROUP INCWEST DES MOINES, IAMETROPOLITAN LIFE INSURANCE COMPANY$0$7K$7K3.4%1
KEYSTONE INSURANCE & BENEFITS GROUPMISHAWAKA, INANTHEM INSURANCE COMPANIES, INC.$6K$0$6K3.2%1
HILB GROUP OF NEW ENGLANDCRANSTON, RIANTHEM INSURANCE COMPANIES, INC.$3K$0$3K1.6%1
ONI RISK PARTNERS INCINDIANAPOLIS, INANTHEM INSURANCE COMPANIES, INC.$3K$44$3K1.3%1
SYCAMORE INSURANCE ASSOCIATES, LLCTERRE HAUTE, INANTHEM INSURANCE COMPANIES, INC.$2K$0$2K1.1%1
WHARTON INSURANCE & FINANCIAL SERVCARMEL, INANTHEM INSURANCE COMPANIES, INC.$2K$0$2K0.9%1
CIC 2 INCINDIANAPOLIS, INANTHEM INSURANCE COMPANIES, INC.$2K$0$2K0.7%1
FINNEY, MAUREENWORTHINGTON, OHANTHEM INSURANCE COMPANIES, INC.$1K$0$1K0.7%1
CREATIVE BENEFIT SOLUTIONS LLCWARSAW, INANTHEM INSURANCE COMPANIES, INC.$756$0$7560.4%1
BSC AGENCY LLCWEST DES MOINES, IAANTHEM INSURANCE COMPANIES, INC.$693$0$6930.3%1
RL JONES INSURANCE GROUP LLCNOBLESVILLE, INANTHEM INSURANCE COMPANIES, INC.$660$0$6600.3%1
MCNEELY, STEPHENAUBURNDALE, FLANTHEM INSURANCE COMPANIES, INC.$658$0$6580.3%1
HUB INTERNATIONAL MIDWEST LIMITEDWAUKESHA, WIANTHEM INSURANCE COMPANIES, INC.$651$0$6510.3%1
GERMAN AMERICAN INSURANCE, INC.JASPER, INANTHEM INSURANCE COMPANIES, INC.$504$0$5040.2%1
STEWART BRIMNER PETERS & DONAVAN INFORT WAYNE, INANTHEM INSURANCE COMPANIES, INC.$105$0$1050.1%1

History & trajectory

10 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
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