No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY INC EIN 61-1237516 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Contract Administrator Service code 12 | — | $508K |
| SOLXSYS ADMINISTRATIVE SOLUTIONS NONE | Consulting (general) Service code 16 | 1261 LOCUST STREET, STE 50 WALNUT CREEK, CA 94596 | $194K |
| DANA CROUCH EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | 1996 BY-PASS SOUTH LAWRENCEBURG, KY 40342 | $118K |
| SAMANTHA J GRIFFIETH EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $95K |
| JOHNSON & KROL NONE | Legal Service code 29 | 300 S. WACKER STREET CHICAGO, IL 60606 | $77K |
| MCM CPAS & ADVISORS LLP EIN 27-1235638 NONE | Accounting (including auditing) Service code 10 | — | $67K |
| BARBARA C WALKER EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| LESLEY OSBORNE EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| RHONDA K ANDERSON EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| JENNIFER WILHITE EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| KAREN COONTZ EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| NETCOMM EIN 61-1239035 NONE | Consulting (general) Service code 16 | 3070 HARRODSBURG RD LEXINGTON, KY 40503 | $51K |
| KAYLIE N WATKINS EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| AMALGAMATED BANK NONE | Investment advisory (plan) Service code 27 | 52 BROADWAY NEW YORK, NY 10004 | $46K |
| PNC FINANCIAL SERVICES GROUP EIN 22-1146430 NONE | Trustee (discretionary) Service code 24 | 500 W. JEFFERSON STREET LOUISVILLE, KY 40202 | $39K |
| ELIXIR RX SOLUTIONS LLC NONE | Claims processing Service code 12 | 8921 CANYON FALLS BLVD, STE 100 TWINSBURG, OH 44087 | $36K |
| INVESTMENT PERFORMANCE SERVICES NONE | Investment advisory (plan) Service code 27 | 570 E. YORK STREET SAVANNAH, GA 31401 | $20K |
| JESSICA G SHACKELFORD EIN 23-7017526 EMPLOYEE | Employee (plan) Service code 30 | — | $14K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N. MERIDIAN ST, SUITE 610 CARMEL, IN 46032 | $9K |
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 | 1,331 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 151 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,482 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.