# Shepherd Insurance, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/shepherd-insurance-llc-453540375-503

> Shepherd Insurance, LLC's Health & Welfare plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shepherd Insurance, LLC

- **Sponsor EIN:** 453540375

- **Sponsor Address:** 111 CONGRESSIONAL BOULEVARD, CARMEL, IN, 46032

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 532

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|532|$0|$0|$0|

| 2024|442|$0|$0|$0|

| 2023|397|$0|$0|$0|

| 2022|387|$0|$0|$0|

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