| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 4500 TOWN CENTER BLVD. SUITE 200 JEFFERSONVILLE, IN 47130 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $22K | — | $22K | 2.21% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | JAMIE GRIGSBY ACCOUNTING MANAGER 2305 RIVER RD LOUISVILLE, KY 40206 | DELTA DENTAL OF KENTUCKY | $6K | — | $6K | 9.93% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 4500 TOWN CENTER BLVD JEFFERSONVILLE, IN 47130 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| ASSURED NL INS SVCS INC.3 | 5905 E GALLBRAITH ROAD STE 5000 CINCINNATI, OH 45236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 4500 TOWN CENTER BLVD JEFFERSONVILLE, IN 47130 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| ASSURED NL INS SVCS INC.3 | 5905 E GALLBRAITH RD. STE 5000 CINCINNATI, OH 45236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $604 | $604 | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 4500 TOWN CENTER BLVD JEFFERSONVILLE, IN 47130 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| ASSURED NL INS SVCS INC.3 | 5905 E GALLBRAITH RD STE 5000 CINCINNATI, OH 45236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $467 | $467 | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 4500 TOWN CENTER BLVD. JEFFERSONVILLE, IN 47130 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $767 | — | $767 | 15.00% |
| ASSURED NL INS SVCS INC.3 | 5905 E GALLBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $256 | $256 | 5.01% |
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 | 123 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 95 | $1.0M |
| Dental | DELTA DENTAL OF KENTUCKY | 200 | $57K |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 95 | $1.0M |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 119 | $29K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 51 | $12K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 55 | $9K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 119 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 200 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.