| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | PO BOX 62937 VIRGINIA BEACH, VA 23466 | ANTHEM HEALTH PLANS INC | $5K | — | $5K | 1.65% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | ANTHEM HEALTH PLANS INC | $3K | — | $3K | 0.97% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | ANTHEM HEALTH PLANS INC | $3K | — | $3K | 5.04% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES | PO BOX 62937 VIRGINIA BEACH, VA 23466 | ANTHEM HEALTH PLANS INC | $2K | — | $2K | 3.52% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS INC | Insurance brokerage commissions and fees; Insurance agents and brokers; Other commissions Service code 22 | — | $50K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 399 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 400 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM HEALTH PLANS INC | 343 | $325K |
| Vision | ANTHEM HEALTH PLANS INC | 343 | $325K |
| Life insurance | ANTHEM HEALTH PLANS INC | 546 | $61K |
| Short-term disability | ANTHEM HEALTH PLANS INC | 546 | $61K |
| Long-term disability | ANTHEM HEALTH PLANS INC | 546 | $61K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS INC | 343 | $325K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 546 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.