No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 61-1237518 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Direct payment from the plan; Float revenue; Contract Administrator Service code 12 | — | $1.9M |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Direct payment from the plan; Investment management Service code 28 | — | $166K |
| BENESYS EIN 38-2383171 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $156K |
| STACY AUSENBAUGH EMPLOYEE - ADMIN | Direct payment from the plan; Employee (plan) Service code 30 | 545 BLUE HERON LANE HENDERSON, KY 42420 | $99K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $78K |
| L. M. HENDERSON & COMPANY EIN 20-5520612 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 8320 TSCHARNER ROAD HENDERSON, KY 42420 | $76K |
| LINDA EBLIN EMPLOYEE - CLERK | Employee (plan); Direct payment from the plan Service code 30 | 8320 TSCHARNER ROAD HENDERSON, KY 42420 | $70K |
| MARY RANDOLPH EMPLOYEE - CLERK | Direct payment from the plan; Employee (plan) Service code 30 | 11330 AIRLINE ROAD HENDERSON, KY 42420 | $68K |
| LAURA WILSON EMPLOYEE- CLERK | Employee (plan); Direct payment from the plan Service code 30 | 2713 ST. PATRICK DRIVE HENDERSON, KY 42420 | $56K |
| PITNEY BOWES NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $51K |
| FRANCES MAJORS EMPLOYEE - CLERK | Direct payment from the plan; Employee (plan) Service code 30 | 5618 GREENLICK ROAD CORYDON, KY 42406 | $48K |
| LEDBETTER PARTNERS LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| STRATEGIC CAPITAL INVESTMNT ADVISOR EIN 36-4268991 NONE | Other investment fees and expenses; Direct payment from the plan Service code 50 | — | $44K |
| CHELSEA JONES EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 6548 CAIRO DIXIA RD CORYSON, KY 42406 | $29K |
| DEVSOURCE NONE | Other services; Direct payment from the plan Service code 49 | 310 S 4TH ST MURRAY, KY 42071 | $15K |
| ARES MANAGEMENT CORPORATION NONE | Investment management; Direct payment from the plan Service code 28 | 245 PARK AVENUE 42ND FLOO NEW YORK, NY 10167 | $15K |
| BURKETT WALTON EIN 35-0205390 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $12K |
| OLD NATIONAL WEALTH MANAGEMENT EIN 35-1729164 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $5K |
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 | 2,586 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 689 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,275 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KY, INC | 0 | $53K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,790 | $660K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,790 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.