| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTRUST BUSINESS PARTNERS LLC3 | 412 E MADISON ST STE 809 TAMPA, FL 336024616 | UNITEDHEALTHCARE INSURANCE COMPANY | $83K | — | $83K | 4.84% |
| B C D & K BENEFIT SERVICES LLC3 | 412 E MADISON ST #809 TAMPA, FL 33602 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $1K | $1K | 0.06% |
| WORKSITE AMERICA LLC3 | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $266 | $54 | $320 | 3.99% |
| NATIONAL ENROLLMENT PARTNERS LLC3 | 201 CAUGHMAN FARM LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | $13 | $283 | 3.53% |
| INTRUST BUSINESS PARTNERS LLC3 | 412 E MADISON STREET TAMPA, FL 33602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $261 | $19 | $280 | 3.49% |
| SHIRLEY B DRAKE3 | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | $25 | $187 | 2.33% |
| FRANCISCO JAVIER RUIZ3 | 10102 COURTNEY OAKS CIRCLE TAMPA, FL 33619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $127 | $18 | $145 | 1.81% |
| SHELBY GROUP INC3 | 1175 STEWART DR DUNEDIN, FL 34698 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $4 | $96 | 1.20% |
| BENECHOICE ENROLLMENT SOLUTIONS & T3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $12 | $41 | 0.51% |
| PATRICIA BLANCO ESPARZA3 | 4309 BRADLEY LN ARLINGTON, TX 76017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.31% |
| PATRICIA M CARDUCCI3 Filed as: PATRICIA M COLLINS | 7612 WIMPOLE DRIVE NEW PORT RICHEY, FL 34655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.30% |
| ASCELA PARTNERS LLC3 | 200 CONTINENTAL DR STE 209 NEWARK, DE 19713 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.27% |
| KIMANI MATTHEW3 | 75 FARRELL AVE APT 2 MT VERNON, NY 10553 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.21% |
| CHRISTINA L SUTTON3 | PO BOX 746 OZONA, FL 34660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.12% |
| KASSANDRA MARIE WILL3 | 2315 BARKWOOD PASS CLEARWATER, FL 33763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $2 | $9 | 0.11% |
| COLIN KELLY GARVIN3 | 160 WHEELER ROAD MONROE, CT 06468 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.10% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $4 | $8 | 0.10% |
| RYAN GARVIN3 | 50 MAIN STREET WHITE PLAINS, NY 10606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.07% |
| MCCAREY INC3 | 965 MESA DRIVE CAMARILLO, CA 93010 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $2 | $6 | 0.07% |
| JOHN D EVANGELISTA3 | 26111 ANTONIO PARKWAY RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $2 | $5 | 0.06% |
| VGM BENEFIT ENROLLMENTS LLC3 | 30310 HORSETHIEF DRIVE TEHACHAPI, CA 93561 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.06% |
| BRYAN J GARVIN3 Filed as: BRYAN JOSEPH GARVIN | 26 STONE FENCE RD BERNARDSVILLE, NJ 07924 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| PATRICIA BLANCO ESPARZA3 | 4309 BRADLEY LN ARLINGTON, TX 76017 | THE PAUL REVERE LIFE INSURANCE COMPANY | $18 | — | $18 | 1.28% |
| SHIRLEY B DRAKE3 | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | THE PAUL REVERE LIFE INSURANCE COMPANY | $16 | — | $16 | 1.14% |
| ASCELA PARTNERS LLC3 | 200 CONTINENTAL DR STE 209 NEWARK, DE 19713 | THE PAUL REVERE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.85% |
| RYAN GARVIN3 | 50 MAIN STREET WHITE PLAINS, NY 10606 | THE PAUL REVERE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.71% |
| MARK EHRENREICH3 | 40 INDEPENDENCE DR MONROE TOWNSHIP, NJ 08831 | THE PAUL REVERE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.57% |
| WORKSITE AMERICA LLC3 | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.43% |
| CHRISTINA L SUTTON3 | PO BOX 746 OZONA, FL 34660 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.36% |
| COLIN KELLY GARVIN3 | 160 WHEELER ROAD MONROE, CT 06468 | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.36% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | THE PAUL REVERE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.21% |
| KIMANI MATTHEW3 | 75 FARRELL AVE APT 2 MT VERNON, NY 10553 | THE PAUL REVERE LIFE INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| BRYAN J GARVIN3 Filed as: BRYAN JOSEPH GARVIN | 26 STONE FENCE ROAD BERNARDSVILLE, NJ 07924 | THE PAUL REVERE LIFE INSURANCE COMPANY | $0 | — | $0 | 0.00% |
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 | 384 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 391 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 384 | $1.7M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 384 | $1.7M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 384 | $1.7M |
| Life insurance(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 384 | $1.7M |
| Other(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 384 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 384 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.