| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GLENN HARLAN ROSE3 | 3930 S NOVA RD STE 203 PORT ORANGE, FL 32127 | AFLAC | $4K | $132 | $4K | 4.01% |
| MJ INSURANCE3 Filed as: LISA G BROOKS AND VARIOUS AGENTS | 203 S ORCHARD ST APT 4D ORMOND BEACH, FL 32174 | AFLAC | $4K | $165 | $4K | 3.81% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES LLC | 1540 CORNERSTONE BLVD STE 200 DAYTONA BEACH, FL 32117 | AFLAC | $3K | — | $3K | 2.75% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $1K | $73 | $2K | 1.43% |
| CARIE HALL3 Filed as: CARIE LYNN HALL | 459 BRYANT ST ORMOND BEACH, FL 32174 | AFLAC | $753 | $21 | $774 | 0.73% |
| AMANDA L VANNATTA3 | 23 PERSHING LN PALM COAST, FL 32164 | AFLAC | $515 | — | $515 | 0.49% |
| CHANIN LEE CARR3 | 555 WOODGROVE ST ORMOND BEACH, FL 32174 | AFLAC | $481 | — | $481 | 0.45% |
| GLENN HARLAN ROSE3 | 3930 S NOVA RD STE 203 PORT ORANGE, FL 32127 | AFLAC | $2K | $54 | $2K | 4.48% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES LLC | 1540 CORNERSTONE BLVD STE 200 DAYTONA BEACH, FL 32117 | AFLAC | $1K | — | $1K | 3.34% |
| MJ INSURANCE3 Filed as: TAMARA WILLIAMS AND VARIOUS AGENTS | 6610 NASSER LN PORT ORANGE, FL 32128 | AFLAC | $759 | $50 | $809 | 1.92% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $672 | $25 | $697 | 1.66% |
| CARIE HALL3 Filed as: CARIE LYNN HALL | 459 BRYANT ST ORMOND BEACH, FL 32174 | AFLAC | $472 | — | $472 | 1.12% |
| CHRIS M DREYER3 | 95 RADCLIFFE DR PALM COAST, FL 32164 | AFLAC | $211 | — | $211 | 0.50% |
| LISA BROOKS THOMPSON INC3 Filed as: LISA G BROOKS | 203 S ORCHARD ST APT 4D ORMOND BEACH, FL 32174 | AFLAC | $200 | — | $200 | 0.48% |
| GLENN HARLAN ROSE3 | 3930 S NOVA RD STE 203 PORT ORANGE, FL 32127 | AFLAC | $2K | $49 | $2K | 4.64% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES LLC | 1540 CORNERSTONE BLVD STE 200 DAYTONA BEACH, FL 32117 | AFLAC | $1K | — | $1K | 2.63% |
| LISA BROOKS THOMPSON INC3 Filed as: LISA G BROOKS | 203 S ORCHARD ST APT 4D ORMOND BEACH, FL 32174 | AFLAC | $745 | $25 | $770 | 1.96% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $572 | $29 | $601 | 1.53% |
| TAMARA WILLIAMS3 | 6610 NASSER LN PORT ORANGE, FL 32128 | AFLAC | $168 | $50 | $218 | 0.55% |
| AMANDA L VANNATTA3 | 23 PERSHING LN PALM COAST, FL 32164 | AFLAC | $167 | — | $167 | 0.42% |
| ANTHONY CARRASQUILLO3 | 6302 E DR MARTIN LUTHER KING BLVD SUITE 350 TAMPA, FL 33619 | AFLAC | $142 | — | $142 | 0.36% |
| GLENN HARLAN ROSE3 | 3930 S NOVA RD STE 203 PORT ORANGE, FL 32127 | AFLAC | $2K | $106 | $2K | 6.45% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES LLC | 1540 CORNERSTONE BLVD STE 200 DAYTONA BEACH, FL 32117 | AFLAC | $2K | — | $2K | 4.70% |
| CARIE HALL3 Filed as: CARIE LYNN HALL | 459 BRYANT ST ORMOND BEACH, FL 32174 | AFLAC | $919 | $51 | $970 | 2.57% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $813 | $57 | $870 | 2.30% |
| AMANDA L VANNATTA3 Filed as: AMANDA L VANNATTA AND VARIOUS | AGENTS 23 PERSHING LN PALM COAST, FL 32164 | AFLAC | $802 | — | $802 | 2.12% |
| CHRIS M DREYER3 | 95 RADCLIFFE DR PALM COAST, FL 32164 | AFLAC | $672 | $118 | $790 | 2.09% |
| LISA BROOKS THOMPSON INC3 Filed as: LISA G BROOKS | 203 S ORCHARD ST APT 4D ORMOND BEACH, FL 32174 | AFLAC | $197 | — | $197 | 0.52% |
| GLENN HARLAN ROSE3 | 3930 S NOVA RD STE 203 PORT ORANGE, FL 32127 | AFLAC | $1K | — | $1K | 6.44% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES LLC | 1540 CORNERSTONE BLVD STE 200 DAYTONA BEACH, FL 32117 | AFLAC | $968 | — | $968 | 4.62% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $411 | — | $411 | 1.96% |
| MJ INSURANCE3 Filed as: TAMARA WILLIAMS AND VARIOUS AGENTS | 6610 NASSER LN PORT ORANGE, FL 32128 | AFLAC | $341 | — | $341 | 1.63% |
| ANTHONY CARRASQUILLO3 | 6302 E DR MARTIN LUTHER KING BLVD SUITE 350 TAMPA, FL 33619 | AFLAC | $323 | — | $323 | 1.54% |
| KHUSHBOO P PACHCHIGAR3 | 135 CRYSTAL OAK DR DELAND, FL 32720 | AFLAC | $207 | — | $207 | 0.99% |
| CARIE HALL3 Filed as: CARIE LYNN HALL | 459 BRYANT ST ORMOND BEACH, FL 32174 | AFLAC | $153 | — | $153 | 0.73% |
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 | 177 | 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) | 177 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(5 contracts) | AFLAC | 126 | $246K |
| Other(5 contracts) | AFLAC | 126 | $246K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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.