| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 2600 EASTPOINT PARKWAY LOUISVILLE, KY 402235151 | HUMANA HEALTH PLAN, INC. | $48K | $5K | $53K | 3.40% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 3201 BEECHLEAF COURT RALEIGH, NC 27604 | DELTA DENTAL OF KENTUCKY | $4K | — | $4K | 5.07% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 214 N TRYON STREET CHARLOTTE, NC 28202 | DELTA DENTAL OF KENTUCKY | $770 | — | $770 | 0.93% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DR GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.64% |
| VICKIE E LEWIS3 Filed as: VICKIE E. LEWIS | 6558 STOVALL RD CAVE CITY, KY 42127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $13 | $2K | 3.41% |
| LEIGH L ARMSTRONG3 Filed as: LEIGH L. ARMSTRONG | 1330 WALNUT WAY BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $508 | $7 | $515 | 0.94% |
| LIG BENEFITS LLC3 Filed as: LIG BENEFITS, LLC | 11918 PERRY CROSSING PARKWAY SELLERSBERG, IN 47172 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $223 | $14 | $237 | 0.43% |
| DENISE J CUNNINGHAM3 Filed as: DENISE J. CUNNINGHAM | 944 LONG ROAD BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $221 | — | $221 | 0.40% |
| MARY DUFF3 | 1005 RICHMOND RD LEXINGTON, KY 40502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | $15 | $159 | 0.29% |
| JEFFREY D HARNED3 Filed as: JEFFREY D. HARNED | 13117 EASTPOINT PARK BLVD LOUISVILLE, KY 40223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $46 | $113 | 0.21% |
| BOBBIE J WHITTAKER3 Filed as: BOBBIE J. WHITAKER | 2530 SCOTTSVILLE RD BOWLING GREEN, KY 42104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $5 | $98 | 0.18% |
| SUZANNE BRATTON TUCKER3 | PO BOX 22518 LEXINGTON, KY 40522 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.14% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 0.13% |
| LESLIE ANN FEATHERLY3 | 3022 HELENA ROAD FLEMMINGSBURG, KY 41041 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.10% |
| RTR AL CORP3 | 100 PROMENADE COURT LOUISVILLE, KY 40223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.09% |
| LISA GRAVES3 | 1400 GLENNS CREEK ROAD FRANKFORT, KY 40601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.09% |
| BILODEAU INC3 Filed as: BILODEAU, INC. | 1005 ROLLINGWOOD LANE GOSHEN, KY 40026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $9 | $31 | 0.06% |
| EMPLOYEE BENEFIT SOLUTIONS INC3 Filed as: EMPLOYEE BENEFIT SOLUTIONS LLC | 2785 MAYFIELD HWY BENTON, KY 42025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.03% |
| DEE ANN SLADE3 | 104 POTOMAC COURT FRANKFORT, KY 40601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.02% |
| ANNE OWENS3 | 127 ABERDINE WAY GEORGETOWN, KY 40324 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.02% |
| MICHAEL J BOONE3 Filed as: MICHAEL J. BOONE | 2607 EVERGREEN WYNDE LOUISVILLE, KY 40223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| VIOLET P COOTS3 Filed as: VIOLET P. COOTS | 1410 WHALEN ROAD BOWLING GREEN, KY 42101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| DIANE MARIE JARBOE3 | 4315 FOEBURN LANE LOUISVILLE, KY 40207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| AMY E COHEN3 Filed as: AMY L FARNSLEY | 5900 HICKMAN COURT LOUISVILLE, KY 40207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| NORMA J DAVIS3 Filed as: NORMA J. DAVIS | 269 RUFFIAN TRAIL CORBIN, KY 40701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| THE ADAMSON GROUP INC3 Filed as: THE ADAMSON GROUP INC. | 344 SUMMERSET DR CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PARRISH J PEACHEE3 | 6152 PUNKINVINE ROAD LEBANON, IN 46052 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BENEFIT SOLUTION GROUP INC3 | 4021 ST GERMAINE CT LOUISVILLE, KY 40207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BENEFIT SOLUTIONS INC3 Filed as: BENEFIT SOLUTIONS GROUP INC. | 4021 ST GERMAINE CT LOUISVILLE, KY 40207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 436969 LOUISVILLE, KY 40253 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 14.84% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 436969 LOUISVILLE, KY 40253 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.85% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 436969 LOUISVILLE, KY 40253 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.85% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 436969 LOUISVILLE, KY 40253 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 20.16% |
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 | 249 | 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) | 249 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA HEALTH PLAN, INC. | 145 | $1.6M |
| Dental | DELTA DENTAL OF KENTUCKY | 278 | $82K |
| Vision | HUMANA HEALTH PLAN, INC. | 145 | $1.6M |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 230 | $68K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 230 | $47K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 230 | $38K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 230 | $123K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 278 | — |
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."
No prospect flags tripped on this filing.