| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RON SELLERS & ASSOCIATES INC3 | 300 AVENUE OF THE CHAMPIONS PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $796 | — | $796 | — |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $460 | — | $460 | — |
| MICHAEL MARSHALL3 | 1134 SE 6 CT. DANIA BEACH, FL 33004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $268 | $142 | $410 | — |
| THOMAS ULINE3 | 7065 CATALINA ISLE DRIVE LAKE WORTH, FL 33467 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $329 | — | $329 | — |
| SARAH WEYMOUTH3 | 306 MAPLE AVE KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | — | $115 | — |
| WORKSITE BENEFITS SOLUTION LLC3 | 323 PLEASANT ST. KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | — |
| BARBARA C BRENLOVE3 | PO BOX 470701 CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | — |
| DANITZA PENALOZA3 | 541 CARRINGTON LANE WESTON, FL 33326 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $4 | $86 | — |
| SF INSURANCE SERVICES INC3 | 118 THATCH PALM COVE BOCA RATON, FL 33432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $9 | $79 | — |
| ANTHONY ACCILIEN3 | 6157 UNITED ST WEST PALM BEACH, FL 33411 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $3 | $76 | — |
| CARUSO INSURANCE BENEFITS INC3 | 10872 WILDERNESS COURT ORLANDO, FL 32821 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | — |
| CYNTHIA ALANE DAVIS3 | 2916 SE 159TH LANE RD SUMMERFIELD, FL 34491 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | — |
| GINAKES & ASSOCIATES LLC3 | 1020 WEST INTERNATIONAL SPEED DAYTONA, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | — | $58 | — |
| ROBERT SHAVERS3 | 1537 COLONY AVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | — |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH EVANS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | — | $49 | — |
| KENNETH A HOLDER3 | 638 LAKEHAVEN CIRCLE ORLANDO, FL 32828 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | — |
| MIS BENEFITS CONSULTANTS INC3 | 2663 RIO DE JANEIRO AVE COOPER CITY, FL 33026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $3 | $9 | — |
| ADVANCED AGENTS INC3 | 1488 CORONADO RD WESTON, FL 33327 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | — |
| WORKPLACE BENEFIT SOLUTIONS LLC3 Filed as: WORKPLACE BENEFIT SOLUTION LLC | 80 SHADOW LANE LAKELAND, FL 33813 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | — |
| BRIAN R CHOWNING | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| ROBERT T. ROSSON JR.3 | 628 PALMETTO DR MIAMI SPRINGS, FL 33166 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | — |
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 | 48 | 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) | 48 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 48 | $0 |
| Dental | UNION SECURITY INSURANCE COMPANY | 33 | $0 |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 33 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 48 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.