| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RONALD F REMAK INSURANCE INC3 | 306 STATE ROAD 446 BLOOMINGTON, IN 47401 | ANTHEM INSURANCE COMPANIES | $101K | $0 | $101K | 0.65% |
| ACCELERATION FINANCIAL SERVICES INC3 | 3645 E MAIN STREET RICHMOND, IN 47374 | ANTHEM INSURANCE COMPANIES | $82K | $0 | $82K | 0.53% |
| HYLANT GROUP INC3 | 6714 POINTE INVERNESS WAY STE 100 FORT WAYNE, IN 46804 | ANTHEM INSURANCE COMPANIES | $36K | $0 | $36K | 0.23% |
| J.D. RESLEY ASSOCIATES INC3 | 8900 KEYSTONE CRSSING 560 INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES | $22K | $0 | $22K | 0.14% |
| ASSUREDPARTNERS3 Filed as: SHEPHERD INSURANCE LLC | 111 CONGRESSIONAL BLVD STE 200 CARMEL, IN 46032 | ANTHEM INSURANCE COMPANIES | $19K | $0 | $19K | 0.12% |
| KEYSTONE INSURANCE & BENEFITS GROUP3 | 13800 JACKSON ROAD MISHAWAKA, IN 46544 | ANTHEM INSURANCE COMPANIES | $18K | $0 | $18K | 0.11% |
| MIDWEST INSURANCE MARKETERS OF AMER3 | 5730 W 74TH STREET INDIANAPOLIS, IN 46278 | ANTHEM INSURANCE COMPANIES | $11K | $0 | $11K | 0.07% |
| TRI-STATE BENEFIT SPECIALISTS3 | 5010 DAVIS LANT DRIVE EVANSVILLE, IN 47715 | ANTHEM INSURANCE COMPANIES | $4K | $0 | $4K | 0.03% |
| GREGORY & APPEL, INC.3 Filed as: GREGORY & APPEL INC | 433 N CAPITOL STE 400 INDIANAPOLIS, IN 46204 | ANTHEM INSURANCE COMPANIES | $2K | $0 | $2K | 0.01% |
| JOHNSON-WITKEMPER INC3 | 305 WASHINGTON STREET COLUMBUS, IN 47201 | ANTHEM INSURANCE COMPANIES | $900 | $0 | $900 | 0.01% |
| HOFFMAN BENEFIT SERVICES INC3 | 484 E CARMEL DRIVE SUITE 103 CARMEL, IN 46032 | ANTHEM INSURANCE COMPANIES | $528 | $0 | $528 | 0.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | ANTHEM INSURANCE COMPANIES | $300 | $1 | $301 | 0.00% |
| AHLERS & ASSOCIATES LLC3 | 11069 WINTERCOVE WAY FISHERS, IN 46038 | ANTHEM INSURANCE COMPANIES | $0 | $0 | $0 | 0.00% |
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 | 2,141 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES | 2,227 | $15.5M |
| Dental | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,109 | $130K |
| Vision(2 contracts, 2 carriers) | ANTHEM INSURANCE COMPANIES | 2,227 | $15.6M |
| Life insurance | ANTHEM INSURANCE COMPANIES | 2,227 | $15.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,227 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.