| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 541 NORTH MAIN STREET SUITE 100 MT. AIRY, NC 27030 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $14K | — | $14K | 2.36% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 541 NORTH MAIN STREET SUITE 100 MT. AIRY, NC 27030 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $13K | $4K | $18K | 6.60% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3201 BEECHLEAF COURT SUITE 200 RALEIGH, NC 27604 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 14.77% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3201 BEECHLEAF COURT RALEIGH, NC 27604 | DELTA DENTAL OF KENTUCKY | $3K | — | $3K | 9.48% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 200 WEST VINE STREET SUITE 300 LEXINGTON, KY 40507 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 14.43% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5130 PARKWAY PLAZA BLVD CHARLOTTE, NC 28217 | ANTHEM LIFE INSURANCE COMPANY | $729 | — | $729 | 6.43% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 200 W. VINE ST SUITE 300 LEXINGTON, KY 40507 | UNION SECURITY INSURANCE COMPANY | $645 | — | $645 | 15.40% |
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 | 170 | 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) | 170 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 119 | $853K |
| Dental | DELTA DENTAL OF KENTUCKY | 119 | $33K |
| Vision(2 contracts) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 119 | $853K |
| Life insurance(4 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 172 | $73K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 58 | $58K |
| Long-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 58 | $58K |
| Other(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 155 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 172 | — |
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.