Form 5500 · Employee benefit plan · WEST LIBERTY, KY
THE WELLS GROUP, LLC
THE WELLS GROUP, LLC of WEST LIBERTY, 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 EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0710998 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 327 | June | $22,303 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 17 | June | $462 |
| NATIONWIDE LIFE INSURANCE COMPANY | Stop-loss | 282 | June | $0 |
Questions
Who is THE WELLS GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE WELLS GROUP, LLC's broker of record is SHEPHERD INSURANCE LLC.
What insurance carrier does THE WELLS GROUP, LLC use?
THE WELLS GROUP, LLC's benefit plan is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does THE WELLS GROUP, LLC's group plan renew?
The most recent Schedule A policy period for THE WELLS GROUP, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE WELLS GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.