Association Health And Welfare Veba Master Trust — Form 5500 plan (Shepherd Insurance)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Association Health And Welfare Veba Master Trust is a benefit plan reported by Shepherd Insurance under EIN 46-7130790 and plan number 501. The latest loaded filing year is 2023. The filing reports 870 participants and $350,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shepherd Insurance
- EIN
- 46-7130790
- Plan number
- 501
- Plan type
- 4
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 870
- End-of-year plan assets
- $350,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 870 | H, C | 20250915183008NAL0000876819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $350,179
- Total liabilities (EOY)
- $81,373
- Net assets (EOY)
- $268,806
- Net assets (BOY)
- $244,907
Income & contributions
- Employer contributions
- $22,587
- Participant contributions
- $9,976,369
- Total contributions
- $9,998,956
- Total income / additions
- $9,998,956
Expenses & distributions
- Benefits paid
- $9,756,496
- Administrative expenses
- $218,561
- Total expenses
- $9,975,057
- Net increase / (decrease)
- $23,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capstone Administrators LLC | NONE | $140,415 | not reported in the loaded dataset | 2023 |
| Shepherd Insurance | NONE | $22,409 | not reported in the loaded dataset | 2023 |
| Associated Builders And Contractors | NONE | $22,020 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Stock Yards Bank & Trust Company | NONE | $6,362 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shepherd Insurance
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Capstone Administrators LLC — Schedule C compensation
- Shepherd Insurance — Schedule C compensation
- Associated Builders And Contractors — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Stock Yards Bank & Trust Company — Schedule C compensation