Shepherd Center, Inc.
Overview
Shepherd Center, Inc. sponsors a self-funded health plan that covered 1,483 participants in plan year 2025, up 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,483 · prior year 1,436
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Shepherd Center Flexible Benefit Plan, plan 501 (1,483 participants)
- Broker compensation
- $225K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| The Lincoln National Life Insurance Company | Critical Illness, Hospital Indemnity, Accident, Life | 1,483 | $622K | $147K |
| Lincoln National Life Insurance Company | Long-term disability | 1,427 | $450K | $51K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,514 | $81K | — |
| Provident Life and Accident Insurance Company | Short-term disability | 28 | $73K | $22K |
| Curalinc, LLC, D.b.a Curallinc Healthcare | EAP | 1,850 | $33K | — |
| Pre-Paid Legal Services Inc. DBA Legalshield | Legal Services Plan Memberships | 199 | $29K | $5K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,483 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Shepherd Center, Inc.
- Sponsor EIN
- 51-0141601
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 51-0141601 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Shepherd Center 403(b) Retirement Savings Plan
- Type
- Defined contribution plan
- Participants
- 2,307
About this data
Source: Shepherd Center, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Shepherd Center, Inc..