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Form 5500 · Employee benefit plan · LOUISVILLE, KY

SHEPHERD INSURANCE

SHEPHERD INSURANCE'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 ANTHEM INSURANCE COMPANIES, INC. and 3 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-7130790 · plan 501 · as of Jul 2026

Participants
870
Carriers on file
4
Disclosed commissions
$306,031
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM INSURANCE COMPANIES, INC.Health1,402November$259,947
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life1,281December$46,084
METROPOLITAN LIFE INSURANCE COMPANYHealth9December$0
METROPOLITAN LIFE INSURANCE COMPANYHealth19November$0

Questions

Who is SHEPHERD INSURANCE's benefits broker?

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

What insurance carrier does SHEPHERD INSURANCE use?

SHEPHERD INSURANCE's benefit plan is written through ANTHEM INSURANCE COMPANIES, INC., among 4 disclosed carriers.

When does SHEPHERD INSURANCE's group plan renew?

The most recent Schedule A policy period for SHEPHERD INSURANCE ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

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