form5500lookup

Form 5500 · Employee benefit plan · CARMEL, IN

J.C. HART COMPANY, INC.

J.C. HART COMPANY, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through UNITEDHEALTHCARE 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 35-1361239 · plan 502 · as of Jul 2026

Participants
195
Carriers on file
4
Disclosed commissions
$25,442
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision276December$9,902
UNITEDHEALTHCARE INSURANCE COMPANYLife257December$5,771
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87December$5,399
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability49December$4,370

Questions

Who is J.C. HART COMPANY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, J.C. HART COMPANY, INC.'s broker of record is SHEPHERD INSURANCE LLC.

What insurance carrier does J.C. HART COMPANY, INC. use?

J.C. HART COMPANY, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does J.C. HART COMPANY, INC.'s group plan renew?

The most recent Schedule A policy period for J.C. HART COMPANY, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from J.C. HART COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.