| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVE LOUISVILLE, KY 40204 | ANTHEM HEALTH PLANS OF KENTUCKY | $4K | — | $4K | 5.91% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40205 | ANTHEM HEALTH PLANS OF KENTUCKY | $3K | $0 | $3K | 5.00% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 12.92% |
| LIFETIME FINANCIAL GROWTH3 Filed as: LIFETIME FINANCIAL GROWTH COMPANY | 120 E 4TH STREET SUITE 1500 CINCINNATI, OH 45202 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $81 | $0 | $81 | 0.26% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC | 521 BARRET AVENUE LOUISVILLE, KY 40204 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $646 | $0 | $646 | 12.93% |
| LIFETIME FINANCIAL GROWTH3 Filed as: LIFETIME FINANCIAL GROWTH CO | 120 E 4TH STREET SUITE 1500 CINCINNATI, OH 45202 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $13 | $0 | $13 | 0.26% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVE LOUISVILLE, KY 40204 | ANTHEM LIFE INSURANCE COMPANY (G1400) | $459 | — | $459 | 13.92% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVE. LOUISVILLE, KY 40204 | ANTHEM HEALTH PLANS OF KENTUCKY, IN. | — | — | $0 | 0.00% |
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 | 245 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 245 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY | 127 | $76K |
| Dental | ANTHEM HEALTH PLANS OF KENTUCKY | 106 | $53K |
| Vision(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF KENTUCKY | 183 | $77K |
| Life insurance(2 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 78 | $8K |
| Short-term disability | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 59 | $5K |
| Long-term disability | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 59 | $5K |
| Other(2 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 78 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 183 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.