| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 1.39% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 3.05% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 2.50% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & ASSOCIATES, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | — | $8K | 11.09% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $706 | $6K | 18.48% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 18.16% |
| GREEN & HALLIBURTON INC3 Filed as: GREEN & HALLIBURTON, INC. | 521 BARRET AVENUE LOUISVILLE, KY 40204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $289 | $3K | 18.30% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY, IN EIN 61-1237516 TPA | Other services; Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $805K |
| BENEFIT INSURANCE MARKETING, INC. BROKER | Other commissions; Insurance agents and brokers; Insurance brokerage commissions and fees; Non-monetary compensation Service code 22 | — | $25K |
| INGENIORX, INC. EIN 82-3062245 PBM | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $6K |
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 | 635 | 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) | 635 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 635 | $215K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 302 | $166K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 635 | $188K |
| Other(4 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 635 | $149K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 635 | — |
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.