| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SF INSURANCE SERVICES INC3 | 118 THATCH PALM COVE BOCA RATON, FL 33432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $599 | $6K | — |
| TILTON ASSOCIATES INC3 | 4141 NW 10 ST COCONUT CREEK, FL 33066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | — |
| ROGER J SASS JR3 | 5783 PARKWALK DRIVE BOYNTON BEACH, FL 33472 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $123 | $3K | — |
| JAMES MICHAEL BROWNE3 | 4904 NW 52 AVE COCONUT CREEK, FL 33073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $486 | $2K | — |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $401 | $1K | — |
| RON SELLERS & ASSOCIATES INC3 | 300 AVENUE OF THE CHAMPIONS PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | — |
| ROBERT JOHNSON3 | 1212 WEST 27TH STREET RIVIERA BEACH, FL 33404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $659 | — | $659 | — |
| JUDITH A DE MERCADO3 | 5634 NW 16 ST FORT LAUDERDALE, FL 33313 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $193 | — | $193 | — |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $161 | — | $161 | — |
| PATRICIA LOUISE PRICE3 | 3051 N COURSE DR POMPANO BEACH, FL 33069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $8 | $143 | — |
| MICHAEL MARSHALL3 | 1134 SE 6 CT. DANIA BEACH, FL 33004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $6 | $84 | — |
| SARAH WEYMOUTH3 | 107 OCEAN TERRACE INDIATLANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | — |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | — |
| KRISTINA TREZISE3 | 209 SHELBY FARMS BEND ALABASTER, AL 35007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | — |
| ROBERT SHAVERS3 | 13716 HAWKEYE DR ORLANDO, FL 32837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | — |
| GINAKES & ASSOCIATES LLC3 | 1020 WEST INTERNATIONAL SPEEDWAY DAYTONA, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | — |
| CARUSO INSURANCE BENEFITS INC3 | 10872 WILDERNESS COURT ORLANDO, FL 32821 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | — |
| YESENIA A SANCHEZ3 | 1021 DELRIDGE AVE ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | — |
| BARBARA C BRENLOVE3 | PO BOX 470701 KISSIMMEE, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | — |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER LEE WEYMOUTH | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | — |
| KENNETH A HOLDER3 | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | — |
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 | 76 | 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) | 76 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 76 | $0 |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 8 | $0 |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 8 | $0 |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 8 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 76 | — |
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."
No prospect flags tripped on this filing.