Form 5500 · Employee benefit plan · CARMEL, IN
SHEPHERD INSURANCE, LLC
Public Form 5500 records show how SHEPHERD INSURANCE, LLC (CARMEL, IN) structures its employee benefits. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3540375 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 442 | April | $42,555 |
| PARAMOUNT DENTAL | Dental, Vision | 1,055 | April | $23,097 |
Questions
Who is SHEPHERD INSURANCE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SHEPHERD INSURANCE, LLC's broker of record is SHEPHERD INSURANCE LLC.
What insurance carrier does SHEPHERD INSURANCE, LLC use?
SHEPHERD INSURANCE, LLC's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SHEPHERD INSURANCE, LLC's group plan renew?
The most recent Schedule A policy period for SHEPHERD INSURANCE, LLC ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHEPHERD INSURANCE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.