| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 | PO BOX 373 TAMPA, FL 33601 | HEALTH OPTIONS, INC. | $25K | $0 | $25K | 4.99% |
| ANCO INS. SVC. OF BRYAN COLLEGE STA3 Filed as: ANCO INSURANCE SERVICES OF BRYAN | 1111 BRIARCREST DR. BRYAN, TX 77802 | HEALTH OPTIONS, INC. | $5K | $0 | $5K | 1.01% |
| M.E. WILSON COMPANY, LLC3 | PO BOX 373 TAMPA, FL 33601 | BLUE CROSS BLUE SHIELD OF FLORIDA | $12K | $0 | $12K | 5.11% |
| ANCO INS. SVC. OF BRYAN COLLEGE STA3 Filed as: ANCO INSURANCE SERVICES OF BRYAN | 1111 BRIARCREST DR. BRYAN, TX 77802 | BLUE CROSS BLUE SHIELD OF FLORIDA | $2K | $0 | $2K | 0.89% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON CO., LLC | PO BOX 373 TAMPA, FL 33601 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $0 | $9K | 9.77% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $2K | $8K | 8.68% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMIN. | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 5.57% |
| ENROLLMENT ALLIANCE LLC3 Filed as: ENROLLMENT ALLIANCE | 1302 N. 19TH ST, STE 150 TAMPA, FL 33605 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 5.24% |
| ENROLLLEASE INC3 Filed as: ENROLLLEASE INC. | 7979 OLD GEORGETOWN RD., STE 300 BETHESDA, MD 20814 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.12% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON CO., LLC | PO BOX 373 TAMPA, FL 33601 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $1K | $0 | $1K | 18.67% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE ST. MORRIS, IL 60450 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $702 | $203 | $905 | 12.04% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMIN. | PO BOX 9201 AUSTIN, TX 78766 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $0 | $421 | $421 | 5.60% |
| ENROLLLEASE INC3 Filed as: ENROLLLEASE INC. | 7979 OLD GEORGETOWN RD., STE 300 BETHESDA, MD 20814 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $0 | $281 | $281 | 3.74% |
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 | 120 | 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) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 117 | $737K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 80 | $96K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 53 | $88K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 53 | $88K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 53 | $88K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 53 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 117 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.