| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: PEEL AND HOLLAND INC | PO BOX 427 BENTON, KY 42025 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $35K | — | $35K | 2.01% |
| ASSUREDPARTNERS3 Filed as: PEEL AND HOLLAND INC | 1120 MAIN STREET BENTON, KY 42025 | DELTA DENTAL OF KENTUCKY | $13K | — | $13K | 11.44% |
| ASSUREDPARTNERS3 Filed as: PEEL AND HOLLAND INC | 1120 MAIN STREET PO BOX 427 BENTON, KY 42025 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 16.58% |
| ASSUREDPARTNERS3 Filed as: PEEL AND HOLLAND INC | 1120 MAIN STREET PO BOX 427 BENTON, KY 42025 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 16.17% |
| ASSUREDPARTNERS3 Filed as: PEEL AND HOLLAND INC | 1120 MAIN STREET PO BOX 427 BENTON, KY 42025 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $4K | 16.99% |
| ASSUREDPARTNERS3 Filed as: PEEL AND HOLLAND INC | 1120 MAIN STREET PO BOX 427 BENTON, KY 42025 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.12% |
| ASSUREDPARTNERS3 Filed as: PEEL & HOLLAND INC | PO BOX 51 FRANKLIN, KY 42135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $272 | $14 | $286 | 3.77% |
| TED BENNETT3 | 1830 DESTINY LANE BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | $14 | $190 | 2.51% |
| ENERGY INSURANCE AGENCY INC3 | 3008 ATKINSON AVENUE LEXINGTON, KY 40509 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 1.44% |
| SUZANNE BRATTON TUCKER3 | PO BOX 22518 LEXINGTON, KY 40522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | — | $89 | 1.17% |
| MARYANNE ANDERSON3 | 1014 EDGEFIELD WAY BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $2 | $75 | 0.99% |
| DEBORAH S GOLDEN3 | 1830 DESTINY LANE BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $4 | $60 | 0.79% |
| MARY DUFF3 | 1005 RICHMOND ROAD LEXINGTON, KY 40502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | — | $54 | 0.71% |
| FRANKIE GLEE WILLIAMS3 | 206 HURRICANE SHORES RD SCOTTSVILLE, KY 42164 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.54% |
| LISA GRAVES3 | 1400 GLENNS CREEK ROAD FRANKFORT, KY 40601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.28% |
| VIOLET P COOTS3 | 1410 WHALEN ROAD BOWLING GREEN, KY 42102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.21% |
| DEE ANN SLADE3 | 104 POTOMAC COURT FRANKFORT, KY 40601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.09% |
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 | 176 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 353 | $1.7M |
| Dental | DELTA DENTAL OF KENTUCKY | 353 | $115K |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 353 | $1.7M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 176 | $18K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 61 | $31K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 176 | $29K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 176 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 353 | — |
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.