| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM INC | PO BOX 195579 2211 LEE ROAD, STE 100 WINTER SPRINGS, FL 32719 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $53K | $53K | 5.00% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM INC | PO BOX 195579 WINTER SPRINGS, FL 32719 | CIGNA HEALTHCARE | $3K | — | $3K | 9.73% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.14% |
| EA LEGACY LLC3 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $864 | $864 | 4.83% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $333 | — | $333 | 1.86% |
| THE ENTERPRISE TEAM, INC.3 | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.40% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $226 | — | $226 | 1.60% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.34% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $200 | — | $200 | 1.65% |
| THE ENTERPRISE TEAM, INC.3 | PO BOX 195579 SUITE 750 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $999 | — | $999 | 8.37% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $195 | — | $195 | 1.63% |
| THE ENTERPRISE TEAM, INC.3 | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 12.17% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $259 | — | $259 | 2.82% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 16.94% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $229 | — | $229 | 3.06% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 1110 DOUGLAS AVE STE 2000 ALTAMONTE SPRINGS, FL 32714 | PRINCIPAL LIFE INSURANCE COMPANY | $660 | $5 | $665 | 10.09% |
| THE ENTERPRISE TEAM, INC.3 | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $456 | — | $456 | 8.18% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $102 | — | $102 | 1.83% |
| THE ENTERPRISE TEAM, INC.3 | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $644 | — | $644 | 12.57% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $124 | — | $124 | 2.42% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | PO BOX 195579 WINTER SPRINGS, FL 32719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $281 | — | $281 | 8.29% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $58 | — | $58 | 1.71% |
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 | 124 | 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) | 124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 105 | $1.1M |
| Dental | CIGNA HEALTHCARE | 85 | $28K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 106 | $7K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $32K |
| Short-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 56 | $18K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 56 | $15K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 124 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.