| 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 | $0 | $26K | 2.58% |
| ASSUREDPARTNERS3 | 2305 RIVER ROAD LOUISVILLE, KY 40206 | DELTA DENTAL OF KENTUCKY | $5K | $0 | $5K | 10.03% |
| VICKIE E LEWIS3 Filed as: VICKIE E. LEWIS | 6558 STOVALL ROAD CAVE CITY, KY 42127 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $779 | $9 | $788 | 2.22% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $672 | $0 | $672 | 1.90% |
| ASSUREDPARTNERS3 | 2305 RIVER ROAD LOUISVILLE, KY 40206 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $621 | $6 | $627 | 1.77% |
| MJ INSURANCE3 Filed as: MARY DUFF AND VARIOUS AGENTS | 1005 RICHMOND ROAD LEXINGTON, KY 40502 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $588 | $24 | $612 | 1.73% |
| LESLIE ANN FEATHERLY3 | 3022 HELENA ROAD FLEMMINGSBURG, KY 41041 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $207 | $0 | $207 | 0.58% |
| JEFFEREY D. HARNED3 | 13117 EASTPOINT PARK BOULEVARD LOUISVILLE, KY 40223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $142 | $26 | $168 | 0.47% |
| SUZANNE BRATTON TUCKER3 | PO BOX 22518 LEXINGTON, KY 40522 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $85 | $12 | $97 | 0.27% |
| ASSUREDPARTNERS3 | 4500 TOWN CENTER BOULEVARD SUITE 200 JEFFERSONVILLE, IN 47130 | AMERICAN UNITED LIFE INSURANCE COMPANY | $3K | $0 | $3K | 9.72% |
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 | 104 | 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) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 117 | $1.0M |
| Dental | DELTA DENTAL OF KENTUCKY | 117 | $46K |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 117 | $1.0M |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 104 | $29K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 48 | $35K |
| Prescription drug | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 117 | $1.0M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 104 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 117 | — |
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.