| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | HUMANA HEALTH PLAN, INC. | $30K | $16K | $46K | 1.70% |
| ALIUM LLC3 | 137 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | HUMANA HEALTH PLAN, INC. | $10K | — | $10K | 0.37% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | THE DENTAL CONCERN, INC. | $5K | $6K | $11K | 5.31% |
| ALIUM LLC3 | 137 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | THE DENTAL CONCERN, INC. | $2K | — | $2K | 0.73% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL, LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | RELIASTAR LIFE INSURANCE COMPANY | $19K | — | $19K | 15.13% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | RELIASTAR LIFE INSURANCE COMPANY | $6K | — | $6K | 4.87% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS, LLC. | 200 INTERNATIONAL CIRCLE SUITE 4500 COCKEYSVILLE, MD 21030 | RELIASTAR LIFE INSURANCE COMPANY | — | $5K | $5K | 4.14% |
| PAYCOR INC3 Filed as: PAYCOR, INC. | 4811 MONTGOMERY ROAD CINCINNATI, OH 45212 | RELIASTAR LIFE INSURANCE COMPANY | — | $2K | $2K | 2.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 13.67% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.33% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 13.69% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.31% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 13.64% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $793 | — | $793 | 1.36% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 2305 RIVER ROAD LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 13.56% |
| ALIUM LLC3 | 1801 FRANKFORT AVENUE LOUISVILLE, KY 40206 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $276 | — | $276 | 1.44% |
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 | 333 | 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) | 333 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA HEALTH PLAN, INC. | 288 | $2.7M |
| Dental | THE DENTAL CONCERN, INC. | 291 | $209K |
| Vision | THE DENTAL CONCERN, INC. | 291 | $209K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 333 | $113K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 233 | $58K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 147 | $78K |
| Prescription drug | HUMANA HEALTH PLAN, INC. | 288 | $2.7M |
| Other(4 contracts, 3 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 333 | $239K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 333 | — |
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.