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  5. SHEPARD INSURANCE GROUP, INC.

SHEPARD INSURANCE GROUP, INC.

Headquarter

Company Details

Entity Name: SHEPARD INSURANCE GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Aug 1983
Business ALEI: 0146302
Annual report due: 16 Aug 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 1700 EAST PUTNAM AVE., SUITE 203, OLD GREENWICH, CT, 06870, United States
Mailing address: 1700 EAST PUTNAM AVE., SUITE 203, OLD GREENWICH, CT, United States, 06870
ZIP code: 06870
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: nwhite@shepardinsgrp.com

Links between entities

Type Company Name Company Number State
Headquarter of SHEPARD INSURANCE GROUP, INC. 632139 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHEPARD INSURANCE GROUP, INC. PENSION PLAN 2023 061092248 2024-07-11 SHEPARD INSURANCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE., STE 203, OLD GREENWICH, CT, 06870
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 2023 061092248 2024-07-05 SHEPARD INSURANCE GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE., STE 203, OLD GREENWICH, CT, 06870
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 2022 061092248 2023-09-30 SHEPARD INSURANCE GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE., STE 203, OLD GREENWICH, CT, 06870
SHEPARD INSURANCE GROUP, INC. PENSION PLAN 2022 061092248 2023-09-30 SHEPARD INSURANCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE., STE 203, OLD GREENWICH, CT, 06870
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 2021 061092248 2022-08-24 SHEPARD INSURANCE GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE. STE 203, OLD GREEENWICH, CT, 06870
SHEPARD INSURANCE GROUP, INC. PENSION PLAN 2021 061092248 2022-08-24 SHEPARD INSURANCE GROUP, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE. STE 203, OLD GREEENWICH, CT, 06870
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 2020 061092248 2021-08-16 SHEPARD INSURANCE GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE, SUITE 203, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2021-08-16
Name of individual signing STEVEN SHEPARD
Valid signature Filed with authorized/valid electronic signature
SHEPARD INSURANCE GROUP, INC. PENSION PLAN 2020 061092248 2021-08-16 SHEPARD INSURANCE GROUP, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE, SUITE 203, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2021-08-16
Name of individual signing STEVEN SHEPARD, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 2019 061092248 2020-05-08 SHEPARD INSURANCE GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE, SUITE 203, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2020-05-08
Name of individual signing STEVEN SHEPARD
Valid signature Filed with authorized/valid electronic signature
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 2018 061092248 2019-02-25 SHEPARD INSURANCE GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 2036616655
Plan sponsor’s address 1700 EAST PUTNAM AVE STE. 203, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2019-02-25
Name of individual signing STEVEN SHEPARD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN L. VECCHIOLLA ESQ Agent 1700 EAST PUTNAM AVE., SUITE 203, OLD GREENWICH, CT, 06870, United States 1700 EAST PUTNAM AVE., SUITE 203, OLD GREENWICH, CT, 06870, United States +1 203-637-6655 nwhite@shepardinsgrp.com CT, 1700 EAST PUTNAM AVE., SUITE 203, OLD GREENWICH, CT, 06870, United States

Officer

Name Role Business address Residence address
STEVEN G. SHEPARD Officer 1700 EAST PUTNAM AVE, OLD GREENWICH, CT, 06870, United States 77 Havemeyer Lane #53, Stamford, CT, 06902, United States

History

Type Old value New value Date of change
Name change SHEPARD & ASSOCIATES, INC. SHEPARD INSURANCE GROUP, INC. 2001-11-15

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012282633 2024-07-22 No data Annual Report Annual Report No data
BF-0011384187 2023-07-17 No data Annual Report Annual Report No data
BF-0010377658 2022-07-18 No data Annual Report Annual Report 2022
BF-0009807197 2021-08-16 No data Annual Report Annual Report No data
0006942392 2020-07-08 No data Annual Report Annual Report 2020
0006594514 2019-07-10 No data Annual Report Annual Report 2019
0006245361 2018-09-12 No data Annual Report Annual Report 2018
0006215040 2018-07-12 No data Annual Report Annual Report 2017
0005884390 2017-07-10 No data Annual Report Annual Report 2016
0005884387 2017-07-10 No data Annual Report Annual Report 2015

Related by officers

JOHN L. VECCHIOLLA ESQ

RUSTY OXER, INC. JCGO, LLC BYRAM COMMUNITY COALITION, INC. CINCH CLEANERS, INC.

STEVEN G. SHEPARD

FACTSONLIFE, LLC

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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