| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| J.D. RESLEY ASSOCIATES INC3 | 8900 KEYSTONE XING SUITE 560 INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $1K | — | $1K | 11.22% |
| GIBSON INSURANCE AGENCY, INC.3 Filed as: GIBSON INSURANCE AGENCY INC | 130 SOUTH MAIN STREET SUITE 400 SOUTH BEND, IN 46601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $493 | $493 | 6.31% |
| GIBSON INSURANCE AGENCY, INC.3 Filed as: GIBSON INSURANCE AGENCY INC | 130 SOUTH MAIN STREET SUITE 400 SOUTH BEND, IN 46601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $385 | $385 | 6.37% |
| J.D. RESLEY ASSOCIATES INC3 Filed as: J.D. RESLEY ASSOCIATES INCORPORATED | 8900 KEYSTONE XING SUITE 560 INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $72K | — | $72K | 2240.47% |
| ENROLLEASE3 Filed as: FIRST PERSON INCORPORATED | 9000 KEYSTONE CROSSING SUITE 910 INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $46K | — | $46K | 1419.43% |
| ACCELERATION FINANCIAL SERVICES INC3 | 3645 EAST MAIN STREET RICHMOND, IN 47374 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $19K | — | $19K | 581.01% |
| ONI RISK PARTNERS INC3 Filed as: ONI RISK PARTNERS INCORPORATED | 925 WABASH AVENUE SUITE 200 TERRE HAUTE, IN 47807 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $15K | — | $15K | 478.52% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY & APPEL INCORPORATED | 1402 NORTH CAPITAL AVENUE SUITE 400 INDIANAPOLIS, IN 46202 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $7K | — | $7K | 219.74% |
| AMERICAN HEALTHCARE GROUP, INC.3 Filed as: AMERICAN HEALTHCARE GROUP INC. | 3939 PRIORITY WAY SOUTH DRIVE INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $4K | — | $4K | 125.42% |
| LOCASCIO HADDEN & DENNIS LLC3 | 250 WEST 96TH STREET SUITE 350 INDIANAPOLIS, IN 46260 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $3K | — | $3K | 94.38% |
| BW EMPLOYEE BENEFITS LLC3 | 7887 WASHINGTON VILLAGE DRIVE SUITE 295 DAYTON, OH 45459 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $3K | — | $3K | 92.27% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62889 VIRGINIA BEACH, VA 23466 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $2K | — | $2K | 60.80% |
| JOHNSON-WITKEMPER INC3 Filed as: JOHNSON-WITKEMPER INCORPORATED | 305 WASHINGTON STREET COLUMBUS, IN 47202 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $2K | — | $2K | 47.92% |
| GIBSON INSURANCE AGENCY, INC.3 Filed as: GIBSON INSURANCE AGENCY INC. | P O BOX 11177 SOUTHBEND, IN 46634 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $1K | — | $1K | 37.12% |
| HOFFMAN BENEFIT SERVICES INC3 Filed as: HOFFMAN BENEFIT SERVICES INC. | 484 EAST CARMEL DRIVE SUITE 103 CARMEL, IN 46032 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $725 | — | $725 | 22.50% |
| FIRST MERCHANTS INSURANCE SERVICES3 | 302 EAST JACKSON STREET MUNCIE, IN 47305 | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | $701 | — | $701 | 21.76% |
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 | 674 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 680 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | 494 | $3K |
| Vision | ANTHEM INSURANCE COMPANIES INCORPORATED (G2001) | 494 | $3K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 494 | $12K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 34 | $6K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 48 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 494 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.