Form 5500 · Employee benefit plan · LOUISVILLE, KY
DOE ANDERSON, P.B.C
DOE ANDERSON, P.B.C of LOUISVILLE, KY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN & BROWN KENTUCKY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0525990 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 1 insured contract covering health, dental and vision; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 325 people.
Reported premium across the insured contracts is $1,018,078, with $49,819 in disclosed broker commissions — about 4.9% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
At 94 participants this is a small group; Form 5500 is required once a welfare plan reaches 100 participants, or when it is funded through insurance contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 325 | September | $1,018,078 | $49,819 |
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