No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 61-1237518 NONE | Contract Administrator; Claims processing; Other services; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.7M |
| BENESYS EIN 38-2383171 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $168K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Direct payment from the plan; Investment management Service code 28 | — | $165K |
| LEDBETTER PARTNERS LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $83K |
| STACEY C AUSENBAUGH EMPLOYEE - ADMIN | Employee (plan); Direct payment from the plan Service code 30 | 545 BLUE HERON LANCE HENDERSON, KY 42420 | $79K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $78K |
| LINDA ELBEN EMPLOYEE - CLERK | Direct payment from the plan; Employee (plan) Service code 30 | 8320 TSCHARNER ROAD HENDERSON, KY 42420 | $56K |
| MARY RANDOLPH EMPLOYEE - CLERK | Direct payment from the plan; Employee (plan) Service code 30 | 11330 AIRLINE RD HENDERSON, KY 42420 | $54K |
| LAURA WILSON EMPLOYEE- CLERK | Direct payment from the plan; Employee (plan) Service code 30 | 2713 ST. PATRICK DR. HENDERSON, KY 42420 | $44K |
| STRATEGIC CAPITAL INVESTMNT ADVISOR EIN 36-4268991 NONE | Other investment fees and expenses; Direct payment from the plan Service code 50 | — | $42K |
| FRANCES MAJORS EMPLOYEE- CLERK | Direct payment from the plan; Employee (plan) Service code 30 | 5618 GREENLICK RD. CORYDON, KY 42406 | $37K |
| WATLER ACCOUNTING CPA'S PC EIN 35-1906081 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $36K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| MARYNELLS COMMERCIAL PRINTING LLC EIN 87-0765166 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $8K |
| BURKERT WALTON INC. EIN 35-0205390 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $5K |
| OLD NATIONAL WEALTH MANAGEMENT EIN 35-1729164 NONE | Direct payment from the plan; Custodial (securities) 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 | 2,556 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 705 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,261 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 6,788 | $651K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,788 | — |
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.