Plan Ledger DOL Form 5500 · updated monthly

Shepherd Insurancebenefits

Association Health and Welfare Veba Master Trust · LOUISVILLE, KY · plan year 2023

Broker compensation reported · 2023
$317,620

Shepherd Insurance's benefits plan covered 695 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $317,620 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $457 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20234
ANTHEM INSURANCE COMPANIES, INC. · healthpremiums n/a · 1,402 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 1,281 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 9 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 19 covered
Brokers & agents paid · 202321
SHEPHERD INSURANCE LLC$169,357 · incl $144 fees
ABC BENEFITS GROUP LLC$57,480
EMERSON ROGERS LLC$17,142 · incl $2,805 fees
STEWART BRIMNER PETERS & DONAVAN IN$9,324
JACKSON HEALTH ADVISORS LLC$8,883
KEYSTONE INSURANCE & BENEFITS GROUP$8,358
MAYFIELD INSURANCE INC$5,124
GERMAN AMERICAN INSURANCE INC$4,704
FINNEY, MAUREEN$3,968
MCNEELY, STEPHEN$3,172
INTEGRITY BENEFITS INC$6,090
GIBSON INSURANCE AGENCY INC$2,877
SYCAMORE INC ASSOC LLC$2,415
ONI RISK PARTNERS INC$2,226
WHARTON INSURANCE & FINANCIAL SERV$1,890
CAPSTONE BENEFIT GROUP INC$9,963 · incl $8,640 fees
CIC 2 INC$1,260
CREATIVE BENEFIT SOLUTIONS LLC$714
RL JONES INSURANCE GROUP LLC$300
GENERAL INSURANCE SERVICES INC$252
Also brokered by Shepherd Insurance LLC5
Jagoe Homes KY$66,936

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 467130790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.