| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMG BRICKELL INC3 | 1111 PARK CENTRE BLVD SUITE 401 MIAMI, FL 33169 | CONTINENTAL AMERICAN INSURANCE COMPANY | $121K | — | $121K | 16.08% |
| SUE EUSEPI AND ASSOC INC3 Filed as: SUE EUSEPI AND ASSOCIATES INC | PO BOX 631 JUPITER, FL 33468 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46K | — | $46K | 6.14% |
| BRENDA DELONG BENARY3 | 941 SOUTHEAST WALTER TERRACE PORT SAINT LUCIE, FL 34983 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18K | — | $18K | 2.37% |
| PETER ANDERSON3 | 2732 NE 33RD ST FORT LAUDERDALE, FL 33306 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16K | — | $16K | 2.11% |
| DARLENE ANITA SANDERS3 Filed as: DARLENE A SANDERS | POST OFFICE BOX 427 COLUMBIA, SC 29202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14K | — | $14K | 1.82% |
| KATLYN S FICKEISSEN3 | PO BOX 631 JUPITER, FL 33468 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | — | $9K | 1.25% |
| RUTH A SNOW3 | 1291 CROWN PT WELLINGTON, FL 33414 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | — | $8K | 1.02% |
| KEITH JORDANO3 | 12751 ORANGE BLVD WEST PALM BEACH, FL 33412 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 0.76% |
| BRITTANY N TALLON3 | POST OFFICE BOX 427 COLUMBIA, SC 29202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.54% |
| JOSE MANUEL SERRALLES-BONNIN3 | 562SW LAKE CHARLES CIR PORT ST LUCIE, FL 34986 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.01% |
| AMG BRICKELL INC3 | 12864 BISCAYNE BLVD BOX 343N MIAMI, FL 33181 | AETNA LIFE INSURANCE COMPANY | $0 | $29K | $29K | 3.97% |
| AMG BRICKELL INC DBA AGENTS MARKETI3 | 12864 BISCAYNE BLVD NORTH MIAMI, FL 33181 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | — | $15K | 11.29% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $3K | $8K | 6.25% |
| KYLE RUSSEY3 | 6921 E. WEDGEWOOD AVE DAVIE, FL 33331 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3K | $4K | 3.34% |
| LISA M RUSSEY3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $920 | $4K | 2.93% |
| BIEBER CHRISTINA3 | 2395 SNUG HARBOR DRIVE PALM BEACH GARDENS, FL 33410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $189 | $2K | 1.54% |
| RYAN GRADY LEGGETT3 | 3040 ROSEWOOD CT DAVIE, FL 33328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $765 | $30 | $795 | 0.60% |
| MATTHEW GRADY LEGGETT3 | 3040 ROSEWOOD CT DAVIE, FL 33328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $558 | $17 | $575 | 0.43% |
| FRANCES PUELS-RICCARDI3 | 7822 NW 62ND TERRACE PARKLAND, FL 33067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $533 | $27 | $560 | 0.42% |
| AMY E COHEN3 Filed as: AMY SCHACHTER COHEN | 1300 VIA LUGANO CIRCLE BOYNTON BEACH, FL 33436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $518 | — | $518 | 0.39% |
| JEREMY MAX SCHAFFEL3 | 1614 NE 14TH ST FT LAUDERDALE, FL 33304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $498 | — | $498 | 0.37% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $370 | $106 | $476 | 0.36% |
| ROBERT HYLTON3 | 6287 GARRETT STREET JUPITER, FL 33458 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $444 | $23 | $467 | 0.35% |
| RONNIE BORAKS INSURANCE SOLUTIONS I3 | 10695 SAN BERNARDINO WAY BOCA RATON, FL 33428 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $420 | $19 | $439 | 0.33% |
| GRACE LYNN ALMENDAREZ3 | 6451 SW 21 STREET MIAMI, FL 33155 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $267 | — | $267 | 0.20% |
| SANDRA DELPRETE3 | 2925 NW 126TH AVE APT 307 SUNRISE, FL 33323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | — | $245 | 0.18% |
| PEACOCK FINANCIALS INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $86 | $172 | 0.13% |
| ANDREW M CARVO3 | 888 S ANDREW AVE FT LAUDERDALE, FL 33316 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | — | $160 | 0.12% |
| METSUKA NICOLAS3 | 7081 ENVIRON BLVD LAUDERHILL, FL 33319 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | — | $126 | 0.09% |
| VICKI LYNN BARKLEY3 | 1272 NW 52ND WAY DEERFIELD BEACH, FL 33442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $14 | $122 | 0.09% |
| DAVID G SHORE3 Filed as: DAVID ANDREW HUSSON | 2925 NW 126TH AVENUE SUNRISE, FL 33323 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $99 | $8 | $107 | 0.08% |
| CORY JOSEPH FANECA3 | 3308 50TH AVE EAST BRADENTON, FL 34203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | — | $96 | 0.07% |
| DESHALL INC.3 Filed as: DESHALL INC | 2481 NW 15TH ST. FORT LAUDERDALE, FL 33311 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | — | $93 | 0.07% |
| STALTARE BENEFITS INC3 | 700 E ATLANTIC BLVD POMPANO BEACH, FL 33069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $38 | $86 | 0.06% |
| RACHEL ADKINS3 | 4315 CASCADA CIRCLE COOPER CITY, FL 33024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.06% |
| MARY C SIMINOVSKY3 Filed as: MARY GERKEN KILIAN | 6164 WOOD LAKE ROAD JUPITER, FL 33458 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.05% |
| ALLYN INCORPORATED3 | 3013 BROOKFIELD LANE CLEARWATER, FL 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $6 | $62 | 0.05% |
| VLADIMIR MOSCEVSKY3 | 3315 PINEWALK DR N MARGATE, FL 33063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | — | $54 | 0.04% |
| PARRISH J PEACHEE3 | 201 W 103RD ST INDIANAPOLIS, IN 46290 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $7 | $40 | 0.03% |
| GEOVANNY ENCARNACION3 | 8051 SOUTHGATE BLVD N LAUDERDALE, FL 33068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.03% |
| DANSANA CORP3 | P O BOX 17138 PLANTATION, FL 33318 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $2 | $19 | 0.01% |
| JOSEPH GLENN EVANS3 | 4312 DIAMOND TERRACE WESTON, FL 33331 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.00% |
| COACH CONCEPTS INC3 | 9500 KOGER BLVD ST PETERSBURG, FL 33702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| AMG BRICKELL INC DBA AGENTS MARKETI3 Filed as: AMG BRICKELL INC OBA AGENTS MARKETI | 12864 BISCAYNE BLVD NORTH MIAMI, FL 33181 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | — | $17K | 24.42% |
| MORFAR STRATEGIES INC3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $641 | $4K | 5.92% |
| CHRISTINA BIEBER3 | 12827 WOODMILL DRIVE PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $286 | $3K | 4.89% |
| KYLE RUSSEY3 | 6921 E. WEDGEWOOD AVE DAVIE, FL 33331 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $3K | 4.84% |
| LISA M RUSSEY3 | 6990 GRIFFIN ROAD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $384 | $2K | 3.56% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.24% |
| GINA MARIE MARTINEZ3 | 2401 NE 65TH STREET FT LAUDERDALE, FL 33308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $564 | — | $564 | 0.83% |
| DANSANA CORP3 | PO BOX 17138 PLANTATION, FL 33318 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $406 | $46 | $452 | 0.66% |
| AMY E COHEN3 | 1300 VIA LUGANO CIRCLE BOYNTON BEACH, FL 33436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $443 | — | $443 | 0.65% |
| MARY C SIMINOVSKY3 Filed as: MARY GERKEN KI LIAN | 6164 WOOD LAKE ROAD JUPITER, FL 33458 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $426 | — | $426 | 0.62% |
| CORY JOSEPH FANECA3 | 3308 50TH AVE EAST BRADENTON, FL 34203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $201 | — | $201 | 0.29% |
| RONNIE BORAKS INSURANCE SOLUTIONS I3 | 10695 SAN BERNARDINO WAY BOCA RATON, FL 33428 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $180 | $11 | $191 | 0.28% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $181 | — | $181 | 0.27% |
| CRAIG WAYNE SOTTILE3 | 324 BROOKLAND WAY W COLUMBIA, SC 29169 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | — | $169 | 0.25% |
| MARIA D KADALA3 | 1830 N. UNIVERSITY DR PLANTATION, FL 33322 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.23% |
| FRANCES PUELS-RICCARDI3 | 7822 NW 62ND TERRACE PARKLAND, FL 33067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | $3 | $139 | 0.20% |
| THEODORE JAMES MCGONIGAL3 | 7451 S ARAGON BLVD SUNRISE, FL 33313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | — | $132 | 0.19% |
| MATTHEW GRADY LEGGETT3 | 3040 ROSEWOOD CT DAVIE, FL 33328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | $4 | $105 | 0.15% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | — | $73 | 0.11% |
| RYAN GRADY LEGGETT3 | 3040 ROSEWOOD CT DAVIE, FL 33328 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $10 | $57 | 0.08% |
| H&M OLORTEGUI AND ASSOCIATES3 Filed as: H & M OLORTEGUI AND ASSOCIATES | PO BOX 823701 PEMBROKE PINES, FL 33082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.03% |
| PEACOCK FINANCIALS INC3 | 6990 GRIFFIN RD DAVIE, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $8 | $17 | 0.02% |
| EMPLOYEE ENROLLMENT ENTERPRISES INC3 | 16002 SW 73RD STREET MIAMI, FL 33314 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.02% |
| AVERY INSURANCE INC3 | ATTN PAMELA AVERY POMPANO BEACH, FL 33069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $2 | $13 | 0.02% |
| LAURIE J BURNS3 | 303 PLYLER RD INDIAN TRAIL, NC 28079 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| LOURDES PRICE3 | 16002 SW 73RD STREET MIAMI, FL 33193 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| ANTHONY ACCILIEN3 | 3131 WADDELL AVE WEST PALM BEACH, FL 33411 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| HOWARD HOROWITZ3 | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| LAURA MCCLUNG PLYLER3 | 403 EAST MAIN STREET UNIT C-1 LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| ADVANCED AGENTS INC3 | 1488 CORONADO RD WESTON, FL 33327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| IRENE SHULGIN3 | 107 46 S SARATOGA DR HOLLYWOOD, FL 33026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| VICKI LYNN BARKLEY3 | 1272 NW 52ND WAY DEERFIELD BEACH, FL 33442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| AMG BRICKELL INC DBA AGENTS MARKETI3 | 12864 BISCAYNE BLVD NORTH MIAMI, FL 33181 | PREFERRED LEGAL PLAN | $9K | — | $9K | 22.34% |
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 | 2,123 | 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) | 2,123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 2,123 | $718K |
| Vision | AETNA LIFE INSURANCE COMPANY | 2,123 | $718K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 2,476 | $336K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,158 | $437K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,108 | $257K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 1,049 | $482K |
| Other(5 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,476 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,476 | — |
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.