| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | ANTHEM HEALTH PLANS OF KY, INC. | $11K | — | $11K | 2.27% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 5.56% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $1K | $1K | 2.92% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 10.81% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $565 | $565 | 2.88% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | DAVID WAYNE WILLIS 435 NORTH WHITTINGTON PARKWAY LOUISVILLE, KY 40222 | DELTA DENTAL OF KENTUCKY | $909 | — | $909 | 4.68% |
| ACCRETIVE WHOLESALE INSURANCE SERVI3 | DBA AGENTLINK-BRANDON THOMAS 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | DELTA DENTAL OF KENTUCKY | $82 | — | $82 | 0.42% |
| ACCRETIVE WHOLESALE INSURANCE SERVI3 Filed as: ACCRETIVE WHOLESALE INS SVCS LLC | DBA AGENTLINK-BROKER OVERRIDE 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | DELTA DENTAL OF KENTUCKY | $41 | — | $41 | 0.21% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $698 | — | $698 | 7.22% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $278 | $278 | 2.87% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 20.86% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUIRTE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $206 | $206 | 2.88% |
| ACCRETIVE WHOLESALE INSURANCE SERVI3 Filed as: ACCRETIVE WHOLESALE INS SVCS LLC | 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | STANDARD INSURANCE COMPANY | $52 | — | $52 | 0.73% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $855 | — | $855 | 13.36% |
| ASSUREDPARTNERS3 Filed as: ASSSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $187 | $187 | 2.92% |
| ACCRETIVE WHOLESALE INSURANCE SERVI3 Filed as: ACCRETIVE WHOLESALE INS SVCS LLC | 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | STANDARD INSURANCE COMPANY | $32 | — | $32 | 0.50% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $426 | — | $426 | 7.33% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $169 | $169 | 2.91% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERSNL LLC | DAVID WAYNE WILLIS 435 NORTH WHITTINGTON PARKWAY LOUISVILLE, KY 40222 | DELTA DENTAL OF KENTUCKY | $213 | — | $213 | 4.05% |
| ACCRETIVE WHOLESALE INSURANCE SERVI3 | DBA AGENTLINK-BRANDON THOMAS 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | DELTA DENTAL OF KENTUCKY | $15 | — | $15 | 0.29% |
| ACCRETIVE WHOLESALE INSURANCE SERVI3 Filed as: ACCRETIVE WHOLESALE INS SVCS LLC | DBA AGENTLINK-BROKER OVERRIDE 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | DELTA DENTAL OF KENTUCKY | $8 | — | $8 | 0.15% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $538 | — | $538 | 10.92% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $144 | $144 | 2.92% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $102 | — | $102 | 7.34% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $41 | $41 | 2.95% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $93 | — | $93 | 7.24% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $37 | $37 | 2.88% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $82 | — | $82 | 7.21% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $33 | $33 | 2.90% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | STANDARD INSURANCE COMPANY | $51 | — | $51 | — |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 5909 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | STANDARD INSURANCE COMPANY | — | $21 | $21 | — |
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 | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KY, INC. | 102 | $481K |
| Dental | DELTA DENTAL OF KENTUCKY | 186 | $19K |
| Vision | DELTA DENTAL OF KENTUCKY | 171 | $5K |
| Life insurance | STANDARD INSURANCE COMPANY | 168 | $10K |
| Short-term disability | STANDARD INSURANCE COMPANY | 77 | $39K |
| Long-term disability | STANDARD INSURANCE COMPANY | 168 | $20K |
| Other(8 contracts) | STANDARD INSURANCE COMPANY | 168 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 186 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.