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Form 5500 · Employee benefit plan · LOUISVILLE, KY

IVAN WARE & SON, INC.

IVAN WARE & SON, INC. of LOUISVILLE, KY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through DELTA DENTAL OF KENTUCKY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0597150 · plan 501 · as of Jul 2026

Participants
238
Carriers on file
2
Disclosed commissions
$35,624
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL OF KENTUCKYDental, Vision414December$18,274
METROPOLITAN LIFE INSURANCE COMPANYLife, Disability269December$17,350

Questions

Who is IVAN WARE & SON, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, IVAN WARE & SON, INC.'s broker of record is SHEPHERD INSURANCE LLC.

What insurance carrier does IVAN WARE & SON, INC. use?

IVAN WARE & SON, INC.'s benefit plan is written through DELTA DENTAL OF KENTUCKY, among 2 disclosed carriers.

When does IVAN WARE & SON, INC.'s group plan renew?

The most recent Schedule A policy period for IVAN WARE & SON, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from IVAN WARE & SON, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.