| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREEN & HALLIBURTON INC3 Filed as: GREEN AND HALLIBURTON INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 2.69% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN AND HALLIBURTON INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 4.45% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN AND HALLIBURTON INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 4.23% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN AND ASSOCIATES INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | — | $8K | 14.51% |
| DRURY GROUP, INC3 Filed as: DRURY AND COMPANY INC. | P.O. BOX 869 FRANKLIN, TN 370650869 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 15.00% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN AND HALLIBURTON INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 12.41% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
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 | 472 | 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) | 472 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 472 | $159K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 170 | $91K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 471 | $116K |
| Other(4 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 472 | $113K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 472 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.