| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| J.D. RESLEY ASSOCIATES INC3 | 8900 KEYSTONE XING STE 560 INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $64K | — | $64K | 32.86% |
| RONALD F REMAK INSURANCE INC3 | 306 STATE ROAD 446 BLOOMINGTON, IN 47401 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $60K | — | $60K | 31.26% |
| ENROLLEASE3 Filed as: FIRST PERSON INC | 9000 KEYSTONE CROSSING STE 910 INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $50K | — | $50K | 25.80% |
| ACCELERATION FINANCIAL SERVICES INC3 | 3645 E MAIN STREET RICHMOND, IN 47374 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $33K | — | $33K | 16.92% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | PO BOX 62889 VIRGINIA BEACH, VA 23466 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $10K | — | $10K | 5.35% |
| ONI RISK PARTNERS INC3 | 925 WABASH AVE STE 200 TERRE HAUTE, IN 47807 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $8K | — | $8K | 4.05% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY & APPEL INC | 1402 N CAPITOL AVE STE 400 INDIANAPOLIS, IN 46202 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $5K | $29 | $5K | 2.45% |
| LOCASCIO HADDEN & DENNIS LLC3 | 250 W 96TH STREET SUITE 350 INDIANAPOLIS, IN 46260 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $4K | $38 | $4K | 2.01% |
| GUIDECARE LLC3 | 1555 WEST OAK ST STE 100 ZIONSVILLE, IN 46077 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $4K | — | $4K | 1.94% |
| BW EMPLOYEE BENEFITS LLC3 | 7887 WASHINGTON VILLAGE DR STE 295 DAYTON, OH 45459 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $3K | — | $3K | 1.52% |
| AMERICAN HEALTHCARE GROUP, INC.3 Filed as: AMERICAN HEALTHCARE GROUP INC | 3939 PRIORITY WAY SOUTH DRIVE INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $3K | — | $3K | 1.35% |
| JOHNSON-WITKEMPER INC3 | 305 WASHINGTON STREET COLUMBUS, IN 47202 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $2K | — | $2K | 0.84% |
| GIBSON INSURANCE AGENCY, INC.3 Filed as: GIBSON INSURANCE AGENCY INC | PO BOX 11177 SOUTH BEND, IN 46634 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $1K | — | $1K | 0.70% |
| HOFFMAN BENEFIT SERVICES INC3 | 484 E CARMEL DRIVE SUITE 103 CARMEL, IN 46032 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $665 | — | $665 | 0.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $537 | — | $537 | 0.28% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF INDIANA LLC | 10401 N MERIDIAN ST SUITE 300 INDIANAPOLIS, IN 46290 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $455 | — | $455 | 0.24% |
| INDIANA CHAMBER INSURANCE AGENCY IN3 | 115 WEST WASHINGTON ST SUITE 850S INDIANAPOLIS, IN 46204 | ANTHEM INSURANCE COMPANIES, INC. (G2001) | $174 | — | $174 | 0.09% |
| J.D. RESLEY ASSOCIATES INC3 | 8900 KEYSTONE XING STE 560 INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $4K | — | $4K | 4.19% |
| ACCELERATION FINANCIAL SERVICES INC3 | 3645 E MAIN STREET RICHMOND, IN 47374 | ANTHEM LIFE INSURANCE COMPANY | $2K | — | $2K | 1.81% |
| ENROLLEASE3 Filed as: FIRST PERSON INC | 9000 KEYSTONE CROSSING STE 910 INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $2K | $268 | $2K | 1.75% |
| LOCASCIO HADDEN & DENNIS LLC3 | 250 W 96TH STREET SUITE 350 INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $448 | $193 | $641 | 0.60% |
| ONI RISK PARTNERS INC3 | 925 WABASH AVE STE 200 TERRE HAUTE, IN 47807 | ANTHEM LIFE INSURANCE COMPANY | $530 | $67 | $597 | 0.56% |
| BW EMPLOYEE BENEFITS LLC3 | 7887 WASHINGTON VILLAGE DR STE 295 DAYTON, OH 45459 | ANTHEM LIFE INSURANCE COMPANY | $423 | — | $423 | 0.40% |
| KYLE A TURNER INS AGCY LLC3 Filed as: KYLE A TURNER INSURANCE AGENCY LLC | PO BOX 218 CENTERVILLE, IN 47330 | ANTHEM LIFE INSURANCE COMPANY | $335 | — | $335 | 0.32% |
| JOHNSON-WITKEMPER INC3 | 1305 WASHINGTON STREET COLUMBUS, IN 47202 | ANTHEM LIFE INSURANCE COMPANY | $291 | — | $291 | 0.27% |
| H J SPIER CO INC3 | 8250 WOODFIELD CROSSING BLVD STE 330 INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $239 | — | $239 | 0.23% |
| GUIDECARE LLC3 | 1555 WEST OAK ST STE 100 ZIONSVILLE, IN 46077 | ANTHEM LIFE INSURANCE COMPANY | $220 | — | $220 | 0.21% |
| GIBSON INSURANCE AGENCY, INC.3 Filed as: GIBSON INSURANCE AGENCY INC | PO BOX 11177 SOUTH BEND, IN 46634 | ANTHEM LIFE INSURANCE COMPANY | $147 | $23 | $170 | 0.16% |
| AMERICAN HEALTHCARE GROUP, INC.3 Filed as: AMERICAN HEALTHCARE GROUP INC. | 3939 PRIORITY WAY SOUTH DRIVE INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $110 | — | $110 | 0.10% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SREVICES LLC | PO BOX 62937 VIRGINIA BEACH, VA 23466 | ANTHEM LIFE INSURANCE COMPANY | $72 | $19 | $91 | 0.09% |
| INDIANA CHAMBER INSURANCE AGENCY IN3 | 115 WEST WASHINGTON ST SUITE 850S INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $84 | — | $84 | 0.08% |
| HOFFMAN BENEFIT SERVICES INC3 | 484 E CARMEL DRIVE SUITE 103 CARMEL, IN 46032 | ANTHEM LIFE INSURANCE COMPANY | $23 | — | $23 | 0.02% |
| 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 | — | $47 | $47 | 0.49% |
| 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 | — | $36 | $36 | 0.49% |
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 | 1,043 | 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) | 1,049 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES, INC. (G2001) | 1,093 | $193K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 418 | $73K |
| Vision(2 contracts, 2 carriers) | ANTHEM INSURANCE COMPANIES, INC. (G2001) | 1,093 | $266K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 740 | $106K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 42 | $7K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 54 | $10K |
| Other | ANTHEM LIFE INSURANCE COMPANY | 740 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,093 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.