Form 5500 · Employee benefit plan · INDIANAPOLIS, IN
INDIANA LEGAL SERVICES, INC.
The filing calls this plan INDIANA LEGAL SERVICES, INC. WRAP PLAN.
INDIANA LEGAL SERVICES, INC. of INDIANAPOLIS, IN is a 142-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through ANTHEM INSURANCE COMPANIES, INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-6059654 · plan 501 · plan year 2025, filed Jul 16, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM INSURANCE COMPANIES, INC., covers 255 people.
Reported premium across the insured contracts is $2,495,601, with $59,323 in disclosed broker commissions — about 2.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
SHEPHERD INSURANCE LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including ANTHEM INSURANCE COMPANIES, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA and STANDARD INSURANCE COMPANY. ANTHEM INSURANCE COMPANIES, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Health, Dental, Vision | 255 | Jan 1, 2026 | $2,360,085 | $46,034 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 161 | Jan 1, 2026 | $103,692 | $7,500 |
| STANDARD INSURANCE COMPANY | Life | 158 | Jan 1, 2026 | $31,824 | $5,789 |
Premium and claims on this contract
STANDARD INSURANCE COMPANY, contract 173269. For the contract year on this filing, the carrier reported $31,824 in premium earned and $5,689 in claims incurred. Dividing one by the other gives 18%.
- STANDARD INSURANCE COMPANY, contract 173269 reported $26,139 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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