| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITS GROUP OF LEXINGTON LLC | — | BAPTIST HEALTH PLAN | $47K | — | $47K | 3.19% |
| BENEFITS GROUP OF LEXINGTON LLC | — | HARTFORD LIFE AND ACCIDENT | $13K | — | $13K | 9.74% |
| BENEFITS GROUP OF LEXINGTON LLC3 | — | DELTA DENTAL OF KENTUCKY | $6K | — | $6K | 5.97% |
| BENEFITS GROUP OF LEXINGTON LLC3 | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 8.52% |
| BENEFITS GROUP OF LEXINGTON LLC3 | — | AFLAC | $1K | — | $1K | 7.27% |
| SUSAN MAE DANIEL3 Filed as: SUSAN HANDY | — | AFLAC | $443 | — | $443 | 2.89% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BENNETT | — | AFLAC | $322 | — | $322 | 2.10% |
| LAURA BETH KELLER3 Filed as: LAURA KELLER | — | AFLAC | $166 | $4 | $170 | 1.11% |
| BRYAN FISH3 Filed as: BRYAN FRIZZELL | — | AFLAC | $106 | — | $106 | 0.69% |
| THOMAS W BOSTON3 Filed as: THOMAS A MORRIS AND ASSOCIATES INC. | — | AFLAC | $89 | — | $89 | 0.58% |
| LESLIE K KIMBROUGH | — | AFLAC | $66 | — | $66 | 0.43% |
| CURTIS SCHWARTZ3 Filed as: CURTIS SCHWARTZ INC | — | AFLAC | $41 | — | $41 | 0.27% |
| RPM LTD3 | — | AFLAC | $39 | — | $39 | 0.25% |
| B ORELLA BENNETT3 | — | AFLAC | $33 | — | $33 | 0.22% |
| CURTIS SCHWARTZ3 | — | AFLAC | $28 | — | $28 | 0.18% |
| BROCK POWELL3 | — | AFLAC | $22 | — | $22 | 0.14% |
| RPM LTD3 | — | AFLAC | $22 | — | $22 | 0.14% |
| THOMAS W BOSTON3 Filed as: THOMAS ANTHONY MORRIS | — | AFLAC | $20 | — | $20 | 0.13% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL KEITH RICHARDSON | — | AFLAC | $20 | — | $20 | 0.13% |
| R AARON WRIGHT3 | — | AFLAC | $15 | — | $15 | 0.10% |
| RUEANN EMERSON3 | — | AFLAC | $13 | — | $13 | 0.08% |
| ARTHUR M PRIDDY3 | — | AFLAC | $11 | — | $11 | 0.07% |
| LIB WILSON & ASSOCIATES, INC.3 Filed as: LIB WILSON & ASSOCIATES, INC | — | AFLAC | $9 | — | $9 | 0.06% |
| DAVID A EMERSON3 | — | AFLAC | $9 | — | $9 | 0.06% |
| DAVID A EMERSON | — | AFLAC | $8 | — | $8 | 0.05% |
| LIB WILSON & ASSOCIATES, INC. Filed as: LIB WILSON & ASSOCIATES, INC | — | AFLAC | $7 | — | $7 | 0.05% |
| MICHEAL W HART Filed as: MICHEAL FATHERREE | — | AFLAC | $6 | — | $6 | 0.04% |
| CLIFFORD FRANKLIN BROOKS | — | AFLAC | $4 | — | $4 | 0.03% |
| MICHEAL W HART Filed as: MICHEAL FATHERREE | — | AFLAC | $4 | — | $4 | 0.03% |
| BRADLEY L ELLIS | — | AFLAC | $3 | — | $3 | 0.02% |
| BRANDY ANN HARTIN | — | AFLAC | $3 | — | $3 | 0.02% |
| KRISTIANNA J FLY | — | AFLAC | $3 | — | $3 | 0.02% |
| THE JAMES B OSWALD COMPANY Filed as: JAMES CLAYTON WOFORD | — | AFLAC | $2 | — | $2 | 0.01% |
| TANDRA FAYE FREED | — | AFLAC | $2 | — | $2 | 0.01% |
| JEANNETTE E FATHERREE | — | AFLAC | $1 | — | $1 | 0.01% |
| THOMAS W BOSTON Filed as: THOMAS WORKMAN | — | AFLAC | $1 | — | $1 | 0.01% |
| JAMES M BROCK | — | AFLAC | $1 | — | $1 | 0.01% |
| GARY DWAYN CHAMBERS | — | AFLAC | $1 | — | $1 | 0.01% |
| REGINA K SANTANGELO Filed as: REGINA GWEN CALDWELL | — | AFLAC | $1 | — | $1 | 0.01% |
| JEANNETTE E FATHERREE | — | AFLAC | $0 | — | $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 | 224 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 224 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BAPTIST HEALTH PLAN | 232 | $1.5M |
| Dental | DELTA DENTAL OF KENTUCKY | 337 | $97K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 114 | $21K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 446 | $154K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 446 | $139K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 446 | $139K |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 446 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 446 | — |
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.