2023 Form 5500 filing — Association Health And Welfare Veba Master Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250915183008NAL0000876819001) for Association Health And Welfare Veba Master Trust, reported by Shepherd Insurance under EIN 46-7130790 and plan number 501. It reports 870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915183008NAL0000876819001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Shepherd Insurance
- EIN
- 46-7130790
- Plan number
- 501
- Location
- Louisville, KY
- Participants
- 870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $350,179
- Total liabilities (EOY)
- $81,373
- Net assets (EOY)
- $268,806
- Employer contributions
- $22,587
- Participant contributions
- $9,976,369
- Total income / additions
- $9,998,956
- Benefits paid
- $9,756,496
- Administrative expenses
- $218,561
- Total expenses
- $9,975,057
- Net increase / (decrease)
- $23,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capstone Administrators LLC | NONE | $140,415 | not reported in the loaded dataset |
| Shepherd Insurance | NONE | $22,409 | not reported in the loaded dataset |
| Associated Builders And Contractors | NONE | $22,020 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $14,000 | not reported in the loaded dataset |
| Stock Yards Bank & Trust Company | NONE | $6,362 | not reported in the loaded dataset |