| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | HEALTH OPTIONS, INC | $26K | — | $26K | 5.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | $7K | — | $7K | 5.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $783 | $5K | 13.32% |
| ACRISURE LLC3 | 2625 W PETERSON AVE CHICAGO, IL 60659 | PRINCIPAL LIFE INSURANCE COMPANY | — | $736 | $736 | 1.93% |
| C LAMBERT INC3 | 3717 GRIFFIN AVE LADY LAKE, FL 32159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 19.31% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 14.20% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $687 | $438 | $1K | 3.36% |
| JAMIE A CONTRERAS-VESTAL3 | P.O. BOX 1240 DELAND, FL 32721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $917 | $127 | $1K | 3.12% |
| BRIAN R CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $539 | $216 | $755 | 2.26% |
| SAMANTHA PALMER3 | 5140 BANANA POINT DR OKAHUMPKA, FL 34762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $2 | $127 | 0.38% |
| JASON LETSINGER3 | 36839 WOODS DR FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.19% |
| DAWN CORNELIUSSEN3 | 4038 GRIFFINVIEW DR LADY LAKE, FL 32159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | — | $64 | 0.19% |
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 | 117 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 117 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC | 92 | $665K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 242 | $38K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 242 | $38K |
| Prescription drug | HEALTH OPTIONS, INC | 92 | $527K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 35 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.