| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KELLEY ANDERSON3 | 137 BREKENRIDGE LANE LOUISVILLE, KY 40207 | PRIORITY HEALTH INSURANCE COMPANY | $124K | — | $124K | 1.24% |
| ALIUM LLC3 Filed as: ALIUM | 137 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 3.50% |
| ALIUM LLC3 Filed as: ALIUM | 137 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $27K | — | $27K | 11.81% |
| ALIUM LLC3 Filed as: ALIUM | 137 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 1.02% |
| JENNINGS INSURANCE SERVICES3 Filed as: JENNINGS INS SVCS INC DBA PREPARE B | 10524 MOSS PARK ROAD # 204-306 ORLANDO, FL 32832 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $39K | $8K | $46K | 40.18% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | — | $24K | 21.25% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 4.61% |
| JENNINGS INSURANCE SERVICES3 Filed as: JENNINGS INS SVCS INC DBA PREPARE B | 10524 MOSS PARK ROAD # 204-306 ORLANDO, FL 32832 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $37K | — | $37K | 38.42% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | — | $20K | 20.69% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 4.55% |
| JENNINGS INSURANCE SERVICES3 Filed as: JENNINGS INS SVCS INC DBA PREPARE B | 10524 MOSS PARK ROAD # 204-306 ORLANDO, FL 32832 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $34K | $8K | $42K | 44.91% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $21K | — | $21K | 22.60% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 4.60% |
| ALIUM INSURANCE PARTNERS, LLC3 Filed as: ALIUM INSURANCE PARTNERS | — | PRIORITY HEALTH INSURANCE COMPANY | $3K | — | $3K | 4.92% |
No Schedule C service providers reported on this filing.
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 | 867 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 867 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRIORITY HEALTH INSURANCE COMPANY | 791 | $10.0M |
| Dental | DELTA DENTAL OF MICHIGAN | 1,971 | $395K |
| Vision | PRIORITY HEALTH INSURANCE COMPANY | 2,510 | $58K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,173 | $231K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,336 | $194K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,390 | $289K |
| Other(4 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,173 | $534K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,510 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.