| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: PEEL & HOLLAND INC | PO BOX 427 BENTON, KY 42025 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $95K | $0 | $95K | 3.20% |
| INSURANCE SOLUTIONS OF KENTUCKY INC3 | 800 DIEDERICH BLVD RUSSELL, KY 41169 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $21K | $0 | $21K | 0.69% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: PHIL BROWN INSURANCE AGENCY INC | 9300 SHELBYVILLE RD SUITE 1004 LOUISVILLE, KY 40222 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $7K | $0 | $7K | 0.25% |
| WHITENACK & SOUDER INSURANCE INC3 Filed as: WHITENACK & SOUDER INS | 204 S MAIN ST PO BOX 38 HARRODSBURG, KY 40330 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $2K | $0 | $2K | 0.06% |
| ENERGY INS AGENCY INC3 Filed as: ENERGY INS AGENCY INC. | PO BOX 55268 LEXINGTON, KY 40555 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $410 | $0 | $410 | 0.01% |
| EMPLOYEE BENEFIT ASSOCIATES, INC.3 Filed as: EMPLOYEE BENEFIT ASSOCIATE | PO BOX 910650 LEXINGTON, KY 40591 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | -$1K | — | -$1K | -0.04% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 339 | $3.0M |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 339 | $3.0M |
| Life insurance | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 339 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 339 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.