| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| J.D. RESLEY ASSOCIATES INC3 Filed as: J.D. RESLEY ASSOCIATES, INC. | 8900 KEYSTONE CRSSING 560 INDIANAPOLIS, IN 46240 | ANTHEM INSURANCE COMPANIES, INC | $30K | $0 | $30K | 3.80% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN CAPITAL, LLC | 115 OFFICE PARK DRIVE, SUITE 200 BIRMINGHAM, AL 35223 | ANTHEM INSURANCE COMPANIES, INC | $7K | $0 | $7K | 0.94% |
| INDIANA CHAMBER INS. AGENCY, INC.3 | 115 WEST WASHINGTON STREET SUITE 850S INDIANAPOLIS, IN 46204 | ANTHEM INSURANCE COMPANIES, INC | $856 | $0 | $856 | 0.11% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN CAPITAL, LLC | 115 OFFICE PARK DRIVE, SUITE 200 BIRMINGHAM, AL 35223 | METROPOLITAN LIFE INSURANCE COMPANY | $446 | $0 | $446 | 3.71% |
| JOHN DAVID RESLEY3 Filed as: JOHN RESLEY | 8900 KEYSTONE XING, SUITE 560 INDIANAPOLIS, IN 46240 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| J.D. RESLEY ASSOCIATES INC3 Filed as: J.D. RESLEY ASSOCIATES, INC. | 8900 KEYSTONE CRSSING 560 INDIANAPOLIS, IN 46240 | ANTHEM LIFE INSURANCE COMPANY | $95 | $0 | $95 | 1.37% |
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 | 619 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 620 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES, INC | 366 | $799K |
| Dental | ANTHEM INSURANCE COMPANIES, INC | 366 | $799K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 375 | $12K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 630 | $7K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 375 | $12K |
| Prescription drug | ANTHEM INSURANCE COMPANIES, INC | 366 | $799K |
| Other | ANTHEM LIFE INSURANCE COMPANY | 630 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 630 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.