| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 | 1945 SCOTTSVILLE ROAD, SUITE 100 BOWLING GREEN, KY 42104 | UNITEDHEALTHCARE INSURANCE COMPANY | $58K | $0 | $58K | 2.00% |
| ASSUREDPARTNERS3 | 2305 RIVER ROAD LOUISVILLE, KY 40206 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $3K | $3K | 0.12% |
| ASSUREDPARTNERS3 | 1945 SCOTTSVILLE ROAD, SUITE 100 BOWLING GREEN, KY 42104 | SYMETRA LIFE INSURANCE COMPANY | $76K | $9K | $84K | 15.08% |
| ASSUREDPARTNERS3 | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | SYMETRA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.46% |
| ASSUREDPARTNERS3 | 2305 RIVER ROAD LOUISVILLE, KY 40206 | DELTA DENTAL OF KENTUCKY | $26K | $0 | $26K | 16.88% |
| TREVOR K. KEBODEAUX3 | 68270 TAULLA DRIVE COVINGTON, LA 70433 | TRANSAMERICA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 5.88% |
| ASSUREDPARTNERS3 | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | TRANSAMERICA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 4.50% |
| TIKIA CONSULTING GROUP INC3 Filed as: TIKIA CONSULTING GROUP, INC. | 3525 NORTH CAUSEWAY BOULEVARD SUITE 815 METAIRIE, LA 70002 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.01% |
| BENPRO, LLC3 | 2001 LAKESHORE DRIVE MANDEVILLE, LA 70448 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.30% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 1745 NORTH BROWN ROAD, SUITE 250 LAWRENCEVILLE, GA 30043 | TRANSAMERICA LIFE INSURANCE COMPANY | $696 | $0 | $696 | 0.51% |
| MICHAEL A SIMPSON3 Filed as: MICHAEL R. SLADE | 1210 KINGS BROOK DRIVE SOUTHLAKE, TX 76092 | TRANSAMERICA LIFE INSURANCE COMPANY | $516 | $0 | $516 | 0.38% |
| SUZANNE E. SLADE AND OTHER AGENTS3 | 1210 KINGS BROOK DRIVE SOUTHLAKE, TX 76092 | TRANSAMERICA LIFE INSURANCE COMPANY | $429 | $0 | $429 | 0.32% |
| ASSUREDPARTNERS3 | 1945 SCOTTSVILLE ROAD, SUITE 100 BOWLING GREEN, KY 42104 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 25.00% |
| ASSUREDPARTNERS3 | 5905 EAST GALBRAITH ROAD SUITE 5000 CINCINNATI, OH 45236 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$6 | $0 | -$6 | -0.29% |
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 | 227 | 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) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 620 | $2.9M |
| Dental | DELTA DENTAL OF KENTUCKY | 561 | $153K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 541 | $31K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 1,175 | $558K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 1,175 | $558K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 1,175 | $558K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 620 | $2.9M |
| Other(3 contracts, 3 carriers) | SYMETRA LIFE INSURANCE COMPANY | 1,175 | $696K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,175 | — |
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.