BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Bertha Patricia Shepherd

Crestline, CA

Bertha Patricia Shepherd collected $2,804 in commissions and fees from 5 employer health plans in plan year 2024 filings, ranking #9671 among 12,126 brokers named in the public record. Most of its named clients are in Massachusetts.

Commissions + fees
$2,804
$2,804 commissions · $0 fees
Employer plans
5
5 contracts
Rank
#9671
top 80% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
The Arc of Opportunity in North Central Massachusetts, Inc. · Massachusetts$1,210146
Roger Cleveland Golf Co., Inc. · California$590442
Sunbelt Waterproofing Holdings, LLC · Texas$479238
Jamsan Hotel Management · Massachusetts$396178
Historic Downtown Property Management · New Jersey$129122

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

1 plans
1 plans
1 plans

How much does Bertha Patricia Shepherd earn from employer health plans?

In plan year 2024 filings, employers reported paying Bertha Patricia Shepherd $2,804: $2,804 in commissions and $0 in fees, across 5 insurance contracts at 5 employers. That ranks #9671 of 12,126 brokers in the public record.

What commission rate is paid on plans Bertha Patricia Shepherd brokers?

Not enough fully insured medical plans name Bertha Patricia Shepherd as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Bertha Patricia Shepherd?

The largest reported payers in 2024 were The Arc of Opportunity in North Central Massachusetts, Inc., Roger Cleveland Golf Co., Inc., Sunbelt Waterproofing Holdings, LLC. Massachusetts is its biggest state by employer count (2 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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