| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 | 1945 SCOTTSVILLE ROAD, SUITE 100 BOWLING GREEN, KY 42104 | UNITEDHEALTHCARE INSURANCE COMPANY | $64K | $234 | $64K | 2.01% |
| ASSUREDPARTNERS3 | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $14K | $14K | 0.45% |
| ASSUREDPARTNERS3 | 1945 SCOTTSVILLE ROAD, SUITE 100 BOWLING GREEN, KY 42104 | SYMETRA LIFE INSURANCE COMPANY | $230K | $19K | $249K | 39.57% |
| ASSUREDPARTNERS3 | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | SYMETRA LIFE INSURANCE COMPANY | $0 | $6K | $6K | 0.98% |
| ASSUREDPARTNERS3 | 435 NORTH WHITTINGTON PARKWAY LOUISVILLE, KY 40222 | DELTA DENTAL OF KENTUCKY | $26K | $0 | $26K | 15.75% |
| ASSUREDPARTNERS3 | 1945 SCOTTSVILLE ROAD, SUITE 100 BOWLING GREEN, KY 42104 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $0 | $9K | 25.00% |
| BENPRO, LLC3 | 2001 LAKESHORE DRIVE MANDEVILLE, LA 70448 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.17% |
| ASSUREDPARTNERS3 | 435 NORTH WHITTINGTON PARKWAY SUITE 300 LOUISVILLE, KY 40222 | TRANSAMERICA LIFE INSURANCE COMPANY | $905 | $0 | $905 | 3.93% |
| TREVOR K. KEBODEAUX3 | 68270 TAULLA DRIVE COVINGTON, LA 70433 | TRANSAMERICA LIFE INSURANCE COMPANY | $653 | $0 | $653 | 2.84% |
| TIKIA CONSULTING GROUP INC3 Filed as: TIKIA CONSULTING GROUP, INC. | 3525 NORTH CAUSEWAY BOULEVARD SUITE 815 METAIRIE, LA 70002 | TRANSAMERICA LIFE INSURANCE COMPANY | $608 | $0 | $608 | 2.64% |
| MICHAEL A SIMPSON3 Filed as: MICHAEL R. SLADE, SR. | 1210 KINGS BROOK DRIVE SOUTHLAKE, TX 76092 | TRANSAMERICA LIFE INSURANCE COMPANY | $76 | $0 | $76 | 0.33% |
| MJ INSURANCE3 Filed as: SUZANNE E. SLADE AND VARIOUS AGENTS | 1210 KINGS BROOK DRIVE SOUTHLAKE, TX 76092 | TRANSAMERICA LIFE INSURANCE COMPANY | $65 | $0 | $65 | 0.28% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 1745 NORTH BROWN ROAD, SUITE 250 LAWRENCEVILLE, GA 30043 | TRANSAMERICA LIFE INSURANCE COMPANY | $58 | $0 | $58 | 0.25% |
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 | 222 | 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) | 222 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 227 | $3.2M |
| Dental | DELTA DENTAL OF KENTUCKY | 519 | $162K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 526 | $34K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 1,348 | $630K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 1,348 | $630K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 1,348 | $630K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 227 | $3.2M |
| Other(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 1,348 | $653K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,348 | — |
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.