How big is Shepard Insurance Group, Inc.'s plan?

Shepard Insurance Group, Inc.'s plan reported $692K in assets and 9 participants for 2024.

Original filing (PDF)20251009081238NAL0003414691001

Shepard Insurance Group, Inc.

Name: Shepard Insurance Group, Inc. — Shepard Insurance, Form 5500 (2024)
Creator: Shepard Insurance Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard Insurance Group, Inc. Pension Plan

Defined-benefit pension plan · Shepard Insurance Group, Inc.'s Shepard Insurance Group, Inc. Pension Plan held $692K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

Plan identifiers

Shepard Insurance Group, Inc.'s EIN is 06-1092248.

EIN 06-1092248

Plan number 002

Plan year 2024

ACK ID 20251009081238NAL0003414691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepard Insurance Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard Insurance Group, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off