Sheperd Insurance LLC
Carmel, IN
Sheperd Insurance LLC of Carmel, IN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $5,862 in reported broker commissions (plan year 2025).
Quick answer
Sheperd Insurance LLC (Carmel, IN) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Sheperd Insurance LLC have?
- Sheperd Insurance LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Sheperd Insurance LLC's largest employer clients?
- By plan participants, the largest include Syndicate Sales, Inc. (210 participants) and F.C. Tucker Company, LLC (148 participants).
- How much does Sheperd Insurance LLC earn in commissions?
- Insurers reported $5,862 in broker commissions and $2,117 in fees paid to Sheperd Insurance LLC for plan year 2025, per Schedule A Part 1.
- Where is Sheperd Insurance LLC located?
- Sheperd Insurance LLC is based in Carmel, IN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Sheperd Insurance LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Syndicate Sales, Inc. | IN | 210 | 2025-12-31 |
| F.C. Tucker Company, LLC | IN | 148 | 2025-12-31 |
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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.