| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHARLES BOSTROM3 | 30 MINNEHAHA CIRCLE MAITLAND, FL 32751 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $69K | $69K | 4.00% |
| CHARLES BOSTROM3 | 30 MINNEHAHA CIR MAITLAND, FL 32751 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $13K | $0 | $13K | 9.91% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA THOMPSON, BOSTROM | 2425 N COURTENAY PKWY SUITE 11 MERRITT ISLAND, FL 32953 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $11K | $0 | $11K | 11.69% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $8K | $0 | $8K | 7.95% |
| EXCELSIOR BENEFITS LLC3 Filed as: EXCELSIOR | 23505 SMITHTOWN ROAD SUITE 200 EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $5K | $0 | $5K | 5.19% |
| WEB TPA3 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $4K | $0 | $4K | 4.02% |
| IMPACT INTERACTIVE LLC3 | PO BOX 603188 CHARLOTTE, NC 282603188 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $952 | $0 | $952 | 1.00% |
| CHARLES BOSTROM3 | 110 N ORLANDO AVE SUITE 2 MAITLAND, FL 32751 | HARTFORD LIFE AND ACCIDENT | $12K | $0 | $12K | 13.94% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA THOMPSON, BOSTROM | 2425 N COURTENAY PKWY SUITE 11 MERRITT ISLAND, FL 32953 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $7K | $0 | $7K | 11.73% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $5K | $0 | $5K | 8.13% |
| EXCELSIOR BENEFITS LLC3 Filed as: EXCELSIOR | 23505 SMITHTOWN ROAD SUITE 200 EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $3K | $0 | $3K | 5.22% |
| WEB TPA3 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $3K | $0 | $3K | 4.24% |
| IMPACT INTERACTIVE LLC3 | PO BOX 603188 CHARLOTTE, NC 282603188 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $641 | $0 | $641 | 1.06% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA THOMPSON, BOSTROM | 2425 N COURTENAY PKWY SUITE 11 MERRITT ISLAND, FL 32953 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $6K | $0 | $6K | 11.68% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $4K | $0 | $4K | 8.15% |
| EXCELSIOR BENEFITS LLC3 Filed as: EXCELSIOR | 23505 SMITHTOWN ROAD SUITE 200 EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $3K | $0 | $3K | 5.19% |
| WEB TPA3 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $2K | $0 | $2K | 3.77% |
| IMPACT INTERACTIVE LLC3 | PO BOX 603188 CHARLOTTE, NC 282603188 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $466 | $0 | $466 | 0.94% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA THOMPSON, BOSTROM | 2425 N COURTENAY PKWY SUITE 11 MERRITT ISLAND, FL 32953 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $4K | $0 | $4K | 11.64% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $3K | $0 | $3K | 8.27% |
| EXCELSIOR BENEFITS LLC3 Filed as: EXCELSIOR | 23505 SMITHTOWN ROAD SUITE 200 EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $2K | $0 | $2K | 5.17% |
| WEB TPA3 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $1K | $0 | $1K | 3.36% |
| IMPACT INTERACTIVE LLC3 | PO BOX 603188 CHARLOTTE, NC 282603188 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $320 | $0 | $320 | 0.84% |
| CHARLES BOSTROM3 | 30 MINNEHAHA CIT MAITLAND, FL 32751 | CIGNA DENTAL HEALTH OF FLORIDA, INC. | $2K | $0 | $2K | 10.00% |
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 | 160 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 251 | $2.0M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 132 | $148K |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 132 | $131K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 181 | $85K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 181 | $85K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 181 | $85K |
| Other | HARTFORD LIFE AND ACCIDENT | 181 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 251 | — |
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.