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Form 5500 · Employee benefit plan · MUNCIE, IN

FIRST MERCHANTS CORPORATION

Public Form 5500 records show how FIRST MERCHANTS CORPORATION (MUNCIE, IN) structures its employee benefits. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1544218 · plan 505 · as of Jul 2026

Participants
2,098
Carriers on file
4
Disclosed commissions
$66,408
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY638December$66,408
DELTA DENTAL OF INDIANADental2,750December$0
ANTHEM INSURANCE COMPANIES, INC.Vision2,581December$0
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability1,964December$0

Questions

Who is FIRST MERCHANTS CORPORATION's benefits broker?

Per its most recent Form 5500 Schedule A, FIRST MERCHANTS CORPORATION's broker of record is SHEPHERD INSURANCE LLC.

What insurance carrier does FIRST MERCHANTS CORPORATION use?

FIRST MERCHANTS CORPORATION's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does FIRST MERCHANTS CORPORATION's group plan renew?

The most recent Schedule A policy period for FIRST MERCHANTS CORPORATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FIRST MERCHANTS CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.