Form 5500 · Employee benefit plan · LOUISVILLE, KY
CONGO BRANDS
The filing calls this plan CONGO BRANDS HEALTH AND WELFARE PLAN.
Public Form 5500 records show how CONGO BRANDS of LOUISVILLE, KY, a manufacturing employer, structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through ANTHEM HEALTH PLANS OF KENTUCKY, INC. and 3 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3603869 · plan 502 · plan year 2025, filed Dec 10, 2025
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58 other employer plans in Kentucky have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM HEALTH PLANS OF KENTUCKY, INC., covers 566 people.
Reported premium across the insured contracts is $7,583,572, with $185,153 in disclosed broker commissions — about 2.4% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY, LLC is the broker of record on all 7 contracts.
4 carriers appear on the filing, including ANTHEM HEALTH PLANS OF KENTUCKY, INC., ANTHEM LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY and KAISER FOUNDATION HEALTH PLAN OF HAWAII. ANTHEM HEALTH PLANS OF KENTUCKY, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY, INC. | Health, Dental, Vision | 566 | Jun 1, 2025 | $5,748,081 | $170,566 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 704 | Jun 1, 2025 | $1,686,121 | $7,144 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 151 | Jun 1, 2025 | $92,255 | $4,613 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 156 | Jun 1, 2025 | $20,650 | $1,033 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 95 | Jun 1, 2025 | $20,488 | $1,024 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 53 | Jun 1, 2025 | $14,244 | $712 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII | Health | 1 | Oct 1, 2024 | $1,733 | $61 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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