| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE HARTFIELD COMPANY INC3 Filed as: THE HARTFIELD COMPANY INC. | 3620 BLACKISTON BLVD #100 NEW ALBANY, IN 47150 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 5.13% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 2305 RIVER RD LOUISVILLE, KY 40206 | STANDARD INSURANCE COMPANY | $469 | — | $469 | 1.00% |
| THE HARTFIELD COMPANY INC3 Filed as: THE HARTFIELD COMPANY INC. | 3620 BLACKISTON BLVD #100 NEW ALBANY, IN 47150 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 10.57% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 2305 RIVER RD LOUISVILLE, KY 40206 | STANDARD INSURANCE COMPANY | $616 | — | $616 | 2.60% |
| THE HARTFIELD COMPANY INC3 Filed as: THE HARTFIELD COMPANY INC. | 3620 BLACKISTON BLVD #100 NEW ALBANY, IN 47150 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 7.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 2305 RIVER RD LOUISVILLE, KY 40206 | STANDARD INSURANCE COMPANY | $298 | — | $298 | 1.51% |
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 | 135 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 135 | $20K |
| Short-term disability | STANDARD INSURANCE COMPANY | 85 | $47K |
| Long-term disability | STANDARD INSURANCE COMPANY | 135 | $24K |
| Other | STANDARD INSURANCE COMPANY | 135 | $90K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 135 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.