| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK HAHN3 | — | COMPANION LIFE INSURANCE COMPANY | $15K | — | $15K | 4.80% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY3 Filed as: LOGAN LEVELLE HUNT | 11420 BLUEGRASS PKWY LOUISVILLE, KS 40299 | ONE AMERICA | $8K | — | $8K | 11.89% |
| HOPSTER SHIELDS AGENCY LLC3 | 332 3RD AVE JASPER, IN 475463468 | AMERITAS LIFE INSURANCE CORP | $2K | — | $2K | 10.00% |
| MARSHA S TALLEY3 | 101 PLAZA EAST BLVD STE 317 EVANSVILLE, IN 47715 | AFLAC | $981 | $93 | $1K | 8.20% |
| TARA SCHNAUS3 | 3060 N WALNUT RIDGE CT JASPER, IN 47546 | AFLAC | $213 | $19 | $232 | 1.77% |
| JANE A. KATTER3 Filed as: JANE KATTER | 902 MAIN ST SUITE A JASPER, IN 47546 | AFLAC | $204 | — | $204 | 1.56% |
| BRANDEE L JUSTUS3 | 5700 VICTORIA BLUFFS DR NEWBURGH, IN 47630 | AFLAC | $183 | $19 | $202 | 1.54% |
| CHRIS A GEHLHAUSEN3 Filed as: CHRIS GEHLHAUSEN | 101 PLAZA EAST BLVD STE 317 EVANSVILLE, IN 47715 | AFLAC | $98 | — | $98 | 0.75% |
| KIMBERLY MORRIS3 | 3166 EBY RD BOONEVILLE, IN 47601 | AFLAC | $85 | — | $85 | 0.65% |
| ANGELA FAYE PFAFF3 | 2722 S 130 W HUNTINGBURG, IN 47542 | AFLAC | $47 | — | $47 | 0.36% |
| MILDRED VONDERHEIDE3 | 4825 W PEBBLE DR JASPER, IN 47546 | AFLAC | $36 | — | $36 | 0.27% |
| BETHANY BUSCHKILL3 | 5477 FIFTY ACRES DR BOONEVILLE, IN 47601 | AFLAC | $31 | — | $31 | 0.24% |
| LLOYD HUGHES3 | 3775 N US 52 LEBANON, IN 48052 | AFLAC | $18 | — | $18 | 0.14% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OH 73034 | AFLAC | $17 | — | $17 | 0.13% |
| CHRISTINE M PACE3 | 5721 E 400 S SAINT ANTHONY, IN 47575 | AFLAC | $15 | — | $15 | 0.11% |
| LAWRENCE JOHN KEMPF3 | 2547 S SAINT ANTHONY RD N ST ANTHONY, IN 47575 | AFLAC | $14 | — | $14 | 0.11% |
| JOHN TYLER & ASSOCIATES3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $12 | — | $12 | 0.09% |
| NANCY N OWUSU-DEKYI3 | 7863 S ANDEE LN FORT BRANCH, IN 47648 | AFLAC | $10 | — | $10 | 0.08% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB RD FLOYD KNOBS, IN 47119 | AFLAC | $8 | — | $8 | 0.06% |
| CHARLES B LACY JR3 | 3264 WOODED WAY JEFFERSONVILLE, IN 47130 | AFLAC | $8 | — | $8 | 0.06% |
| JAMES M FLETCHER3 Filed as: JAMES FLETCHER | 254 JOHN ST AURORA, IN 47001 | AFLAC | $8 | — | $8 | 0.06% |
| MATTHEW G BERGER3 Filed as: MATTHEW COOK | 10069 BENT TREE LN FISHERS, IN 46037 | AFLAC | $3 | — | $3 | 0.02% |
| LLOYD HUGHES3 | 3775 N STATE ROAD 52 LEBANON, IN 46052 | AFLAC | $2 | — | $2 | 0.02% |
| JOHN T CLANCY3 | 4025 PETE DYE BLVD CARMEL, IN 46033 | AFLAC | $1 | — | $1 | 0.01% |
| MARK A WOJDA3 | 631 GREENFORD TRL W CARMEL, IN 46032 | AFLAC | $1 | — | $1 | 0.01% |
| AMY N GEHLHAUSEN3 | 3115 HOWARD DR JASPER, IN 47546 | AFLAC | $1 | — | $1 | 0.01% |
| BRIANNA LYNN ROWE3 | 3386 CHALICE CT PLAINFIELD, IN 46168 | AFLAC | $1 | — | $1 | 0.01% |
| KEVIN F WARD3 | 12632 DOUBLE EAGLE DR CARMEL, IN 46033 | AFLAC | $1 | — | $1 | 0.01% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY3 Filed as: LOGAN LAVELLE INS AGENCY LLC | 11420 BLUEGRASS PKWY LOUISVILLE, KY 402992348 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 12.60% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY3 Filed as: LOGAN LAVELLE HUNT INS AGCY | 11420 BLUEGRASS PKWY LOUISVILLE, KY 40299 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $748 | — | $748 | 8.45% |
| MARSHA S TALLEY3 Filed as: MARSHA TALLEY | 101 PLAZA EAST BLVD STE 317 EVANSVILLE, IN 47715 | AFLAC | $539 | $18 | $557 | 7.11% |
| BRANDEE L JUSTUS3 | 5700 VICTORIA BLUFFS DR NEWBURGH, IN 47630 | AFLAC | $137 | $4 | $141 | 1.80% |
| TARA SCHNAUS3 | 3060 N WALNUT RIDGE CT JASPER, IN 47546 | AFLAC | $83 | $3 | $86 | 1.10% |
| JANE A. KATTER3 Filed as: JANE KATTER | 902 MAIN ST STE A JASPER, IN 47546 | AFLAC | $73 | — | $73 | 0.93% |
| CHRIS A GEHLHAUSEN3 Filed as: CHRIS GEHLHAUSEN | 101 PLAZA EAST BLVD STE 317 EVANSVILLE, IN 47715 | AFLAC | $35 | — | $35 | 0.45% |
| KIMBERLY MORRIS3 | 3166 EBY RD BOONEVILLE, IN 47601 | AFLAC | $30 | — | $30 | 0.38% |
| NAVILLE & ASSOCIATES3 | 5511 MOSER KNOB RD FLOYD KNOBS, IN 47119 | AFLAC | $26 | — | $26 | 0.33% |
| TIMOTHY ASBY3 | 9247 N MERIDIAN ST STE 205 INDIANAPOLIS, IN 46260 | AFLAC | $8 | — | $8 | 0.10% |
| MATTHEW G BERGER3 Filed as: MATTHEW COOK | 10069 BENT TREE LN FISHERS, IN 46037 | AFLAC | $5 | — | $5 | 0.06% |
| JOHN T CLANCY3 Filed as: JOHN CLANCY | 4025 PETE DYE BLVD CARMEL, IN 46033 | AFLAC | $4 | — | $4 | 0.05% |
| MARK A WOJDA3 Filed as: MARK WOJDA | 631 GREENFORD TRL W CARMEL, IN 46032 | AFLAC | $4 | — | $4 | 0.05% |
| KEVIN F WARD3 Filed as: KEVIN WARD | 12632 DOUBLE EAGLE DR CARMEL, IN 46033 | AFLAC | $2 | — | $2 | 0.03% |
| AMY N GEHLHAUSEN3 Filed as: AMY GEHLAUSEN | 3115 HOWARD ST JASPER, IN 47546 | AFLAC | $2 | — | $2 | 0.03% |
| BRIANNA LYNN ROWE3 | 3386 CHALICE CT PLAINFIELD, IN 46168 | AFLAC | $2 | — | $2 | 0.03% |
| KATIE J FLETCHER3 | 21263 STATE HIGHWAY 148 MARYVILLE, MO 64468 | AFLAC | $1 | — | $1 | 0.01% |
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 | 145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HEALTH RESOURCES INC | 279 | $87K |
| Vision | AMERITAS LIFE INSURANCE CORP | 239 | $21K |
| Life insurance(2 contracts, 2 carriers) | ONE AMERICA | 251 | $75K |
| Long-term disability(2 contracts, 2 carriers) | ONE AMERICA | 192 | $72K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY | 152 | $313K |
| Other(4 contracts, 3 carriers) | ONE AMERICA | 251 | $95K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 279 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.