Plan Ledger DOL Form 5500 · updated monthly

Shepherd Insurance, LLCbenefits

Shepherd Insurance, LLC Employee Welfare Benefit Plan · CARMEL, IN · plan year 2025

Broker compensation reported · 2025
$88,639

Shepherd Insurance, LLC's benefits plans covered 532 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $88,639 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $167 per covered person, below the median for employer plans that report broker pay. Broker pay rose 22% from $72,531 in 2024.

Insurance contracts · 20252
RELIANCE STANDARD LIFE INSURANCE COMPANY · life ltdpremiums n/a · 532 covered
HEALTH RESOURCES INC. · dental visionpremiums n/a · 1,162 covered
Brokers & agents paid · 20253
SHEPHERD INSURANCE, LLC$69,504 · incl $6,214 fees
NFP INSURANCE SERVICES, INC.$3,083 · incl $3,083 fees
Also brokered by Shepherd Insurance, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 453540375 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.