| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MEDLINK INC3 | PO BOX 23570 LOUISVILLE, KY 40223 | ANTHEM HEALTH PLANS OF KENTUCKY, INC | $19K | — | $19K | 3.54% |
| THOMPSON-FLETCHER INSURANCE AGENCY | 505 W STEPHEN FOSTER AVE BARDSTOWN, KY 40004 | ANTHEM HEALTH PLANS OF KENTUCKY, INC | $1K | — | $1K | 0.27% |
| MEDLINK INC3 | PO BOX 23570 LOUISVILLE, KY 40223 | ANTHEM HEALTH PLANS OF KENTUCKY, INC | $615 | — | $615 | 0.12% |
| MEDLINK INC Filed as: MEDLINK | PO BOX 23570 LOUISVILLE, KY 40223 | ANTHEM HEALTH PLANS OF KENTUCKY, INC | — | $179 | $179 | 0.03% |
| BENEFACTOR INS GROUP INC3 | 2165 CARTER AVE ASHLAND, KY 41101 | AMERICAN FIDELITY ASSURANCE COMPANY - LTD | $3K | — | $3K | 5.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY - LTD | $1K | — | $1K | 2.41% |
| MEDLINK INC3 | PO BOX 23570 LOUISVILLE, KY 40223 | ANTHEM HEALTH PLANS OF KENTUCKY, INC | $1K | — | $1K | 6.50% |
| MEDLINK INC3 | PO BOX 23570 LOUISVILLE, KY 40223 | ANTHEM LIFE INSURANCE COMPANY | $3K | — | $3K | 14.40% |
| BENEFACTOR INS GROUP INC3 | 2165 CARTER AVE ASHLAND, KY 41101 | AMERICAN FIDELITY ASSURANCE COMPANY - CANCER | $326 | — | $326 | 3.23% |
| INSURANCE SOLUTIONS OF KY INC3 Filed as: INSURANCE SOLUTIONS OF KY | 800 DIEDERICH BLVD RACELAND, KY 41169 | AMERICAN FIDELITY ASSURANCE COMPANY - CANCER | $261 | — | $261 | 2.59% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY - CANCER | $203 | — | $203 | 2.01% |
| BENEFACTOR INS GROUP INC3 | 2165 CARTER AVE ASHLAND, KY 41101 | AMERICAN FIDELITY ASSURANCE COMPANY - STD | $240 | — | $240 | 5.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY - STD | $230 | — | $230 | 4.80% |
| BENEFACTOR INS GROUP INC3 | 2165 CARTER AVE ASHLAND, KY 41101 | AMERICAN FIDELITY ASSURANCE COMPANY - ACCIDENT ONLY | $95 | — | $95 | 5.03% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY - ACCIDENT ONLY | $70 | — | $70 | 3.71% |
| BENEFACTOR INS GROUP INC3 | 2165 CARTER AVE ASHLAND, KY 41101 | AMERICAN FIDELITY ASSURANCE COMPANY - MEDICAL INDIV | $34 | — | $34 | 4.94% |
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 | 107 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY, INC | 53 | $527K |
| Dental | ANTHEM HEALTH PLANS OF KENTUCKY, INC | 59 | $23K |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC | 53 | $527K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 84 | $20K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - STD | 8 | $7K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - LTD | 55 | $71K |
| Other | AMERICAN FIDELITY ASSURANCE COMPANY - MEDICAL INDIV | 2 | $688 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 84 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.