| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOGAN LAVELLE HUNT INSURANCE AGENCY4 Filed as: LOGAN LAVELLE HUNT INSURANCE | 11420 BLUEGRASS PARKWAY LOUISVILLE, KY 40299 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $12K | — | $12K | 4.80% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: PHIL BROWN INSURANCE AGENCY | 9300 SHELBYVILLE ROAD LOUISVILLE, KY 40222 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $4K | — | $4K | 1.98% |
| KY RETAIL FEDERATION INS3 | 512 CAPITAL AVE FRANKFORT, KY 40601 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $3K | — | $3K | 1.44% |
| FOSTER INSURANCE SERVICES INC3 Filed as: FOSTER INSURANCE SERVICES INC. | 900 RIDGE POINT DRIVE LOUISVILLE, KY 40299 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $2K | $500 | $3K | 1.37% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY3 | 11420 BLUEGRASS PARKWAY LOUISVILLE, KY 40299 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $254 | $720 | $974 | 0.53% |
| UMR, INC.5 Filed as: UMR | 333 WEST VINE STREET LEXINGTON, KY 40507 | UNION SECURITY INSURANCE COMPANY | — | $2K | $2K | 4.38% |
| UMR, INC.3 Filed as: UMR | 333 WEST VINE STREET LEXINGTON, KY 40507 | UNION SECURITY INSURANCE CO. | — | $8K | $8K | 20.00% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY3 | 11420 BLUEGRASS PARKWAY LOUISVILLE, KY 40299 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $1K | — | $1K | 5.63% |
| ROBBINS TRUITT & ASSOCIATES3 | 1151 RED MILE ROAD LEXINGTON, KY 40504 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $600 | — | $600 | 2.92% |
| BENEFIT INSURANCE MARKETING, INC.3 Filed as: BENEFIT INSURANCE MARKETING INC. | 1151 RED MILE ROAD LEXINGTON, KY 40504 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $351 | — | $351 | 1.71% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY3 Filed as: LOGAN LAVELLE HUNT | 11420 BLUEGRASS PARKWAY LOUISVILLE, KY 40299 | ANTHEM HEALTH PLANS OF KENTUCKY INC. | $755 | — | $755 | 5.61% |
| ROBBINS TRUITT & ASSOCIATES3 Filed as: ROBBINS TRUITT AND ASSOCIATES | 1151 RED MILE ROAD LEXINGTON, KY 40504 | ANTHEM HEALTH PLANS OF KENTUCKY INC | $144 | — | $144 | 1.47% |
| BENEFIT INSURANCE MARKETING, INC.3 Filed as: BENEFIT INSURANCE MARKETING INC. | 1151 RED MILE ROAD LEXINGTON, KY 40504 | ANTHEM HEALTH PLANS OF KENTUCKY INC | $60 | — | $60 | 0.61% |
| LOGAN LAVELLE HUNT INSURANCE AGENCY4 Filed as: LOGAN LAVELLE HUNT | 11420 BLUEGRASS PARKWAY LOUISVILLE, KY 40299 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $282 | — | $282 | 3.05% |
| UMR, INC. Filed as: UMR | 333 WEST VINE STREET LEXINGTON, KY 40507 | UNION SECURITY INSURANCE COMPANY | — | $1 | $1 | 0.02% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR EIN 39-1995276 NONE | Contract Administrator Service code 13 | 333 WEST VINE STREET LEXINGTON, KY 40507 | $744K |
| NEILSON MARKETING SERVICES NONE | Other services Service code 49 | 23172 PLAZA POINT DRIVE LAGUNA, CA 92653 | $26K |
| FRANK N HESTAND CPA PSC EIN 61-1336870 NONE | Accounting (including auditing) Service code 10 | 261 REGENCY CIRCLE LEXINGTON, KY 40503 | $11K |
| CENTRAL BANK & TRUST COMPANY EIN 61-0153605 NONE | Investment management; Custodial (securities) Service code 19 | 300 WEST VINE STREET LEXINGTON, KY 40507 | $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 | 4,204 | 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) | 4,204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | ANTHEM HEALTH PLANS OF KENTUCKY INC. | 27 | $195K |
| Dental(8 contracts, 2 carriers) | DELTA DENTAL OF KENTUCKY | 1,485 | $724K |
| Vision(3 contracts) | ANTHEM HEALTH PLANS OF KENTUCKY INC. | 44 | $289K |
| Life insurance(5 contracts, 4 carriers) | UNION SECURITY INSURANCE COMPANY | 142 | $106K |
| Short-term disability | UNION SECURITY INSURANCE COMPANY | 76 | $42K |
| Long-term disability(4 contracts, 3 carriers) | UNION SECURITY INSURANCE COMPANY | 142 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,485 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.