| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT TECHNOLOGIES LLC3 Filed as: BENEFIT TECHNOLOGIES DIV | 8110 CYPRESS PLAZA DRIVE SUITE 201 JACKSONVILLE, FL 322564467 | BLUE CROSS BLUE SHIELD OF FLORIDA | $395K | — | $395K | 2.50% |
| BENEFIT TECHNOLOGIES DIV 73 Filed as: BENEFIT TECHNOLOGIES DIV 7 LLC | 8110 CYPRESS PLAZA DRIVE SUITE 201 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO | $113K | $1K | $115K | 7.79% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO | $9K | — | $9K | 0.63% |
| BENEFIT TECHNOLOGIES LLC3 Filed as: BENEFIT TECHNOLOGIES DIV | 8110 CYPRESS PLAZA DR STE 201 JACKSONVILLE, FL 32256 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $37K | — | $37K | 7.01% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 1.49% |
| BENEFIT TECHNOLOGIES LLC3 Filed as: BENEFIT TECHNOLOGIES DIV | 8110 CYPRESS PLAZA DR STE 201 JACKSONVILLE, FL 32256 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $49K | — | $49K | 14.05% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 2.95% |
| BENEFIT TECHNOLOGIES LLC3 Filed as: BENEFIT TECHNOLOGIES DIV | 8110 CYPRESS PLAZA DR STE 201 JACKSONVILLE, FL 32256 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | — | $18K | 7.25% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTHPOINT DR STE 400 JACKSONVILLE, FL 32216 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 1.25% |
| BENEFIT TECHNOLOGIES DIV 73 | 1200 EAST TAFT AVENUE SAPULPA, OK 74066 | UNION SECURITY INSURANCE COMPANY | $71K | — | $71K | 40.24% |
| BENEFIT TECHNOLOGIES LLC3 Filed as: BENEFIT TECHNOLOGIES DIV | 8110 CYPRESS PLAZA DR STE 201 JACKSONVILLE, FL 32256 | INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 14.11% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | INSURANCE COMPANY OF NORTH AMERICA | $861 | — | $861 | 2.89% |
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 | 2,262 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 47 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,309 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 8,201 | $1.5M |
| Dental | AETNA LIFE INSURANCE CO | 8,201 | $1.5M |
| Vision | AETNA LIFE INSURANCE CO | 8,201 | $1.5M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,534 | $351K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,534 | $526K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,534 | $245K |
| Other(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 2,534 | $16.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,201 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.