Form 5500 · Employee benefit plan · LEXINGTON, KY
NEW VISTA OF THE BLUEGRASS, INC.
The filing calls this plan EMPLOYEE WELFARE BENEFIT PLAN.
NEW VISTA OF THE BLUEGRASS, INC. of LEXINGTON, KY is a 1,306-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through PARTIALLY SELF FUNDED USING ANTHEM NETWORK and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0723605 · plan 550 · plan year 2025, filed Jul 23, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
679 other employer plans in Kentucky have policy years ending in December. 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
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.
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 4 insured contracts covering health, dental, vision, life and disability; the largest, with PARTIALLY SELF FUNDED USING ANTHEM NETWORK, covers 1,235 people.
Reported premium across the insured contracts is $16,243,780, with $169,800 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including PARTIALLY SELF FUNDED USING ANTHEM NETWORK, HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF KENTUCKY and ANTHEM HEALTH PLANS OF KENTUCKY, INC.. PARTIALLY SELF FUNDED USING ANTHEM NETWORK writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PARTIALLY SELF FUNDED USING ANTHEM NETWORK | Health | 1,235 | Jan 1, 2026 | $15,022,309 | $98,716 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,688 | Jan 1, 2026 | $581,478 | $38,930 |
| DELTA DENTAL OF KENTUCKY | Dental | 1,944 | Jan 1, 2026 | $514,421 | $25,721 |
| ANTHEM HEALTH PLANS OF KENTUCKY, INC. | Vision | 1,126 | Jan 1, 2026 | $125,572 | $6,433 |
Premium and claims on these contracts
PARTIALLY SELF FUNDED USING ANTHEM NETWORK, contract NVHEALTH. For the contract year on this filing, the carrier reported $15,022,309 in premium earned and $17,620,287 in claims incurred. Dividing one by the other gives 117%.
DELTA DENTAL OF KENTUCKY, contract 713230. For the contract year on this filing, the carrier reported $474,369 in premium earned and $387,747 in claims incurred. Dividing one by the other gives 82%.
- PARTIALLY SELF FUNDED USING ANTHEM NETWORK, contract NVHEALTH reported $569,513 in retention.
- DELTA DENTAL OF KENTUCKY, contract 713230 reported $104,941 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 722 employees, 1 recordable cases, 2 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Kentucky. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
679 other employer plans in Kentucky are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Kentucky — largest plans, brokers, carriers and renewal months.