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Benefits Intelligence/Broker Directory/Indiana

Shepherd Insurance LLC (Nfp)

Carmel, IN

Shepherd Insurance LLC (Nfp) of Carmel, IN is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $90,229 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$90,229
plan year 2025
Reported fees
$1,169

Quick answer

Shepherd Insurance LLC (Nfp) (Carmel, IN) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Shepherd Insurance LLC (Nfp) have?
Shepherd Insurance LLC (Nfp) is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Shepherd Insurance LLC (Nfp)'s largest employer clients?
By plan participants, the largest include Rose-Hulman Institute Of Technology (524 participants) and Decatur Mold Tool & Engineering Inc (124 participants).
How much does Shepherd Insurance LLC (Nfp) earn in commissions?
Insurers reported $90,229 in broker commissions and $1,169 in fees paid to Shepherd Insurance LLC (Nfp) for plan year 2025, per Schedule A Part 1.
Where is Shepherd Insurance LLC (Nfp) located?
Shepherd Insurance LLC (Nfp) is based in Carmel, IN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shepherd Insurance LLC (Nfp) on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Rose-Hulman Institute Of TechnologyIN5242025-07-31
Decatur Mold Tool & Engineering IncIN1242025-12-31

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Other benefits brokers in Indiana

  • Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
  • Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
  • Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
  • Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
  • First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
  • Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
  • Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
  • Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.