| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| R K MATHEWS INC3 | 853 GREENS AVE ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $704 | $2 | $706 | 3.64% |
| KAREN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | $14 | $218 | 1.12% |
| JOHN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | $3 | $127 | 0.65% |
| KRISTINA TREZISE3 | 2017 ELCAMPO AVE DELTONA, FL 32725 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $16 | $81 | 0.42% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.21% |
| STEPHEN W MILLER3 | 3930 ORANGE LAKE DRIVE ORLANDO, FL 32817 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $4 | $18 | 0.09% |
| AGGRESSIVE NETWORKER LLC3 | 1614 JESSAMINE AVE ORLANDO, FL 32806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $8 | $18 | 0.09% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $5 | $11 | 0.06% |
| AYB BENEFITS INC3 | 3620 ROSETREE CT LILBURN, GA 30047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $1 | $11 | 0.06% |
| BRIDGET L WEST3 | 1187 MERRICK AVE NW PALM BAY, FL 32907 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL OF NORTH TEXAS INSURANCE G | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $5 | $8 | 0.04% |
| BENEFITS COUNT INC3 | 1401 CHRISTMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.03% |
| CHALSEE CANTRELL3 | 1007 THISTLE DR MESQUITE, TX 75149 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.03% |
| DAVID MASON DOKELL3 | 127 GREAT POINT DR MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| DANIELS SOLUTIONS LLC3 | 4941 POMPANO DR NEW PORT RICHEY, FL 34652 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.02% |
| OWENS EMPLOYEE BENEFITS OF FLORIDA3 | 13650 FIDDLESTICKS BLVD FORT MYERS, FL 33912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.02% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 13750 W COLONIAL DRIVE WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.01% |
| GARY NABORS3 | 4302 HOLLYWOOD BLVD HOLLYWOOD, FL 33021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| KENNETH RONALD LENT3 | 1040 KINGFISHER WAY ROCKLEDGE, FL 32955 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| CALVON Y BUCZKOWSKI3 | 2608 TALL MAPLE LOOP OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFIT SOLUTION LLC | 1009 VERONA ST KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| GRS INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| CORCORAN & HOYT LLC3 | 12505 BRONCO DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH ST HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $97 | $99 | $196 | 3.21% |
| LOUIS R FAIOLA3 Filed as: LOUIS J PANTALONE | PO BOX 1116 HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.62% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA INC | 29848 NETWORK PL CHICAGO, IL 60673 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.16% |
| R K MATHEWS INC3 | 853 GREENS AVE ORLANDO, FL 32804 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| R K MATHEWS INC3 | 853 GREENS AVE ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | — | $94 | 2.85% |
| KAREN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $1 | $31 | 0.94% |
| JOHN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.49% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.15% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $131K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 | Contract Administrator; Claims processing Service code 12 | — | $5K |
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 | 278 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 278 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 457 | $144K |
| Short-term disability(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 457 | $144K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 457 | $115K |
| Other(5 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 457 | $145K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 457 | — |
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."
No prospect flags tripped on this filing.