| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARK ILGENFRITZ3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | PRIORITY HEALTH | $725K | $0 | $725K | 4.65% |
| MANAGED HEALTHCARE SOLUTIONS, INC.3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $348K | $0 | $348K | 4.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICE, INC. | 2850 GOLF RD STE 1000 ROLLING MEADOWS, IL 60008 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $108K | $0 | $108K | 1.26% |
| MARK ILGENFRITZ3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | PRIORITY HEALTH INSURANCE COMPANY | $67K | $0 | $67K | 4.99% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN AGENCY, LLC | 120 MARGUERITE DR. CRANBERRY, PA 16066 | DELTA DENTAL OF KENTUCKY | $34K | $63K | $97K | 24.46% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICE, INC. | 2850 GOLF RD STE 1000 ROLLING MEADOWS, IL 60008 | TOTAL HEALTH CARE USA, INC. | $12K | $0 | $12K | 4.17% |
| MARK ILGENFRITZ3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | AETNA | $1K | $13K | $14K | 5.19% |
| MANAGED HEALTHCARE SOLUTIONS, INC.3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $11K | $0 | $11K | 7.64% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICE, INC. | 2850 GOLF RD STE 1000 ROLLING MEADOWS, IL 60008 | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $3K | $0 | $3K | 2.38% |
| MEDLINK INC3 Filed as: MEDLINK, INC. | 2001 LAKE POINT WAY LOUISVILLE, KY 40223 | ANTHEM LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.41% |
| ALTER FREILICH3 Filed as: ALTER FRELICH | 2603 AVENUE J BROOKLYN, NY 11210 | AFLAC | $3K | $0 | $3K | 5.29% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN AGENCY, LLC | 120 MARGUERITE DR. CRANBERRY, PA 16066 | AFLAC | $2K | $17 | $2K | 3.74% |
| NICHOLAS DEAN SHIPE3 | 11037 BROADWAY, STE. C CROWN POINT, NY 46307 | AFLAC | $2K | $0 | $2K | 2.84% |
| BYRON ALLEN BRAY3 | 3214 18TH AVE. BEAVER FALLS, PA 15010 | AFLAC | $2K | $3 | $2K | 2.76% |
| JOSEPH DIFUCCIA3 | 2323 W. 38TH ST. ERIE, PA 16506 | AFLAC | $616 | $0 | $616 | 1.02% |
| HEATHER BARTLEY3 | 120 MARGUERITE DR. CRANBERRY, PA 16066 | AFLAC | $604 | $0 | $604 | 1.00% |
| MORGAN E PETTIT3 Filed as: MORGAN E. PETTIT | 115 SEWICKLEY FARM CIR. MARS, PA 16046 | AFLAC | $553 | $0 | $553 | 0.92% |
| JONATHAN DAVID BESWARICK3 | 220 INSURANCE DR. FORT WAYNE, IN 46825 | AFLAC | $483 | $0 | $483 | 0.80% |
| NATHANIEL W PATTEN3 Filed as: NATHANIEL W. PATTEN | 825 FOX RIDGE CT. MARS, PA 16046 | AFLAC | $420 | $0 | $420 | 0.70% |
| RIFFE CONSULTING GROUP LLC3 Filed as: RIFFE CONSULTING GROUP, LLC | 219 TIMBER RDG CRANBERRY, PA 16066 | AFLAC | $399 | $0 | $399 | 0.66% |
| BRITTNEY NEWCOMER3 | 6142 BECKLEK RD. KENDALLVILLE, IN 46755 | AFLAC | $385 | $0 | $385 | 0.64% |
| MARIO HAIFA3 | 216 WARWICK DR. PITTSBURGH, PA 15241 | AFLAC | $274 | $0 | $274 | 0.46% |
| EVAN GERSON3 | 521 SALEM HEIGHTS DR. GIBSONIA, PA 15044 | AFLAC | $163 | $3 | $166 | 0.28% |
| TERESA L FOUTZ3 Filed as: TERESA FOUTZ | 1877 LEALAND AVE. POLAND, OH 44514 | AFLAC | $139 | $0 | $139 | 0.23% |
| MATTHEW MCCLAY3 | 1086 MANSFIELD AVE. INDIANA, PA 15701 | AFLAC | $112 | $0 | $112 | 0.19% |
| TERRASA M. VALENTI3 | 1400 SMOKEY WOOD DR., STE 610 PITTSBURGH, PA 15218 | AFLAC | $100 | $0 | $100 | 0.17% |
| JEFFREY CORREAL3 Filed as: JEFFREY YOUNG | 75 CYCLE AVE., #1 UNIONTOWN, PA 15401 | AFLAC | $85 | $0 | $85 | 0.14% |
| CHRISTINA L MALOVANY3 Filed as: CHRISTINA L. MALOVANY | 1056 WOODHILL CT. ELGIN, IL 60120 | AFLAC | $61 | $23 | $84 | 0.14% |
| ROBERT J LAWRENCE3 Filed as: ROBERT J. LAWRENCE | 15409 SPENCERVILLE RD. GRABILL, IN 46741 | AFLAC | $67 | $0 | $67 | 0.11% |
| DENNIS FENNELL3 | 8 BELVOIR DR. WASHINGTONVILLE, NY 10992 | AFLAC | $53 | $0 | $53 | 0.09% |
| LEAH E MELLAY3 Filed as: LEAH MELLAY | 3936 N. MONET CT. ALLISON PARK, PA 15101 | AFLAC | $50 | $0 | $50 | 0.08% |
| ALFONSO SALDANA3 | 6135 KEDVALE AVE. CHICAGO, IL 60629 | AFLAC | $46 | $0 | $46 | 0.08% |
| KASSANDRA PERSONETT3 | 377 E. BUTTERFIELD RD., STE 201 LOMBARD, IL 60148 | AFLAC | $37 | $0 | $37 | 0.06% |
| EDWIN NOTHNAGLE3 | 220 BROTHERHOOD DR. FORT WAYNE, IN 46706 | AFLAC | $31 | $0 | $31 | 0.05% |
| CHAD L NELSON3 Filed as: CHAD NELSON | 5266 N. KUFALK LN. BYRON, IL 61010 | AFLAC | $25 | $5 | $30 | 0.05% |
| JEFFREY CORREAL3 | 420 GENNY LANE UNIONTOWN, PA 15401 | AFLAC | $28 | $0 | $28 | 0.05% |
| SEAN CRONER3 | 4533 SCENIC DR. ALIQUIPPA, PA 15001 | AFLAC | $27 | $0 | $27 | 0.04% |
| BARBARA WEISSMAN3 | 1495 W. 24TH ST. BROOKLYN, NY 11210 | AFLAC | $23 | $0 | $23 | 0.04% |
| KENNETH C MEIER CORP3 Filed as: KENNETH C. MEIER | 11835 QUEENS BLVD., STE 1403 FOREST HILLS, NY 11375 | AFLAC | $21 | $0 | $21 | 0.03% |
| MICHAEL J SKOFF3 Filed as: MICHAEL SKOFF | 815 N. CHURCH ST. ROCKFORD, IL 61103 | AFLAC | $20 | $0 | $20 | 0.03% |
| MICHAEL E MCCARTHY3 Filed as: MICHAEL MCCARTHY | PO BOX 1047 DUNDEE, IL 60118 | AFLAC | $18 | $0 | $18 | 0.03% |
| TREVOR FENNELL3 Filed as: TREVOR R. FENNELL | 11835 QUEENS BLVD., STE 1403 FOREST HILLS, NY 11375 | AFLAC | $15 | $0 | $15 | 0.02% |
| MICHAEL YURCZYK3 | 9616 WYOMING TER. BLOOMINGTON, MN 55438 | AFLAC | $11 | $0 | $11 | 0.02% |
| TRACY JOHNSON3 | 501 AVON LN., APT. 13 OTTAWA, IL 61350 | AFLAC | $9 | $0 | $9 | 0.01% |
| JOY GRUBE PADGELEK3 | 1195 WASHINGTON PIKE, STE 300 BRIDGEVILLE, PA 15017 | AFLAC | $9 | $0 | $9 | 0.01% |
| DENNIS J CASSENS3 Filed as: DENNIS CASSENS | 4646 E. MARRILL RD. BYRON, IL 61010 | AFLAC | $5 | $0 | $5 | 0.01% |
| MENACHEM YIFAT3 | 482 HUNGRY HARBOR RD. VALLEY STREAM, NY 11581 | AFLAC | $3 | $0 | $3 | 0.00% |
| JACQUELINE CASTRO3 | 131 E. 39TH ST., APT. 3 NEW YORK, NY 10016 | AFLAC | $1 | $0 | $1 | 0.00% |
| JOSEPH P CALARCO3 Filed as: JOSEPH NASCA | 26061 W. MAPLE AVE. BARRINGTON, IL 60010 | AFLAC | $1 | $0 | $1 | 0.00% |
| TED DEVOSS3 | 321 N. CLARK ST., STE 625 CHICAGO, IL 60654 | AFLAC | $1 | $0 | $1 | 0.00% |
| BRIAN WHITE3 Filed as: BRIAN M. WHITE | 6 COWDEN LN. CHAPPAQUA, NY 10514 | AFLAC | $1 | $0 | $1 | 0.00% |
| BENITO A ROTONDI II INC3 Filed as: BENITO A. ROTONDI, II | 23 PINE RIDGE RD. SARASOTA SPRINGS, NY 12866 | AFLAC | $1 | $0 | $1 | 0.00% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN AGENCY, LLC | 120 MARGUERITE DR. CRANBERRY, PA 16066 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 15.99% |
| MANAGED HEALTHCARE SOLUTIONS, INC.3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | DENCAP DENTAL PLANS, INC. | $1K | $0 | $1K | 5.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICE, INC. | 545 METRO PLACE SOUTH, STE 150 DUBLIN, OH 43017 | DENCAP DENTAL PLANS, INC. | $1K | $0 | $1K | 4.47% |
| MARK ILGENFRITZ3 | 2110 POWERS FERRY RD., STE 440 ATLANTA, GA 30339 | AETNA | $0 | $1K | $1K | 5.36% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN AGENCY, LLC | 120 MARGUERITE DR. CRANBERRY, PA 16066 | METROPOLITAN LIFE INSURANCE COMPANY | $862 | $0 | $862 | 16.00% |
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 | 8,019 | 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) | 8,019 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | PRIORITY HEALTH | 3,314 | $26.0M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF KENTUCKY | 1,964 | $420K |
| Vision(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 1,836 | $152K |
| Life insurance(3 contracts, 2 carriers) | ANTHEM LIFE INSURANCE COMPANY | 1,672 | $197K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 121 | $48K |
| Other(3 contracts, 2 carriers) | AFLAC | 1,672 | $70K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,314 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.