| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 | 4500 TOWN CENTER BOULEVARD SUITE 200 JEFFERSONVILLE, IN 47130 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $26K | $2K | $28K | 3.03% |
| ASSUREDPARTNERS3 | 2305 RIVER ROAD LOUISVILLE, KY 40206 | DELTA DENTAL OF KENTUCKY | $4K | $0 | $4K | 9.17% |
| VICKIE E LEWIS3 Filed as: VICKIE E. LEWIS | 6558 STOVALL ROAD CAVE CITY, KY 42127 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $18 | $1K | 2.72% |
| ASSUREDPARTNERS3 | 2305 RIVER ROAD LOUISVILLE, KY 40206 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $873 | $7 | $880 | 2.27% |
| MCGRIFF INSURANCE SERVICES INC3 | 7701 AIRPORT CENTER DRIVE GREEENSBORO, NC 27409 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $767 | $0 | $767 | 1.98% |
| MJ INSURANCE3 Filed as: MARY DUFF AND VARIOUS AGENTS | 1005 RICHMOND ROAD LEXINGTON, KY 40502 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $713 | $18 | $731 | 1.89% |
| LESLIE ANN FEATHERLY3 | 3022 HELENA ROAD FLEMMINGSBURG, KY 41041 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $230 | $0 | $230 | 0.59% |
| JEFFREY D HARNED3 Filed as: JEFFREY D. HARNED | 13117 EASTPOINT PARK BOULEVARD LOUISVILLE, KY 40223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $180 | $17 | $197 | 0.51% |
| AXEL H HALVARSON3 Filed as: AXEL H. HALVARSON | 13117 EASTPOINT PARK BOULEVARD LOUISVBILLE, KY 40223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $119 | $0 | $119 | 0.31% |
| ASSUREDPARTNERS3 | 2443 SIR BARTON WAY, SUITE 400 LEXINGTON, KY 40509 | AMERICAN UNITED LIFE INSURANCE COMPANY | $3K | $718 | $4K | 12.11% |
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 | 111 | 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) | 111 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 139 | $935K |
| Dental | DELTA DENTAL OF KENTUCKY | 130 | $47K |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 139 | $935K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 110 | $30K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 53 | $39K |
| Prescription drug | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 139 | $935K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 110 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 139 | — |
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.