| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLMENT ALLIANCE LLC3 | 3030 N ROCKY POINT DR W STE 150 TAMPA, FL 33607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.60% |
| ROGER BOUCHARD INSURANCE INC3 | 8191 COLLEGE PARKWAY STE 202 FORT MYERS, FL 33919 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.36% |
| JAHNOI EVANS3 Filed as: JAHNOI C EVANS | 9303 ASHFIELD CT TAMPA, FL 33615 | CONTINENTAL AMERICAN INSURANCE COMPANY | $693 | — | $693 | 1.38% |
| JAKE ZIMMERMAN3 Filed as: JAKE E ZIMMERMAN | 6302 NESTING CT TAMPA, FL 33625 | CONTINENTAL AMERICAN INSURANCE COMPANY | $671 | — | $671 | 1.33% |
| JEFFREY NELSON3 Filed as: JEFFREY C NELSON | 8512 WESTERLAND DR LAND O LAKES, FL 34637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $275 | — | $275 | 0.55% |
| KATHLEEN ANN NELSON3 Filed as: KATHLEEN A NELSON | 8512 WESTERLAND DR LAND O LAKES, FL 34637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $90 | — | $90 | 0.18% |
| K & J NELSON INC3 | 8512 WESTERLAND DR. LAND O LAKES, FL 34637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $76 | — | $76 | 0.15% |
| JENNA L CARLONE3 | 573 SCRUBJAY LN JUPITER, FL 33458 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.14% |
| ENRIQUE INGLESIAS3 Filed as: ENRIQUE A INGLESIAS | 1706 BELLEAIR FOREST DRIVE #252 BELLEAIR, FL 33756 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 0.12% |
| BENEFITS WITH FRIENDS3 Filed as: BENEFITS WITH FRIENDS LLC | 9113 79TH AVE SEMINOLE, FL 33777 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.11% |
| CRISTINA M FIALLO3 | 18102 PORTSIDE ST TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | — | $50 | 0.10% |
| SCOTT HAGENBUCH3 | 9688 105TH AVE LARGO, FL 33773 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.09% |
| ROBERT LEESMAN3 Filed as: ROBERT J LEESMAN | 7933 HAMPTON LAKE DRIVE TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.07% |
| VICTORRIO PAUL ZANIOL INC3 | 7301 6TH AVE N ST PETERSBURG, FL 33710 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.07% |
| ROGER BOUCHARD INSURANCE INC3 | 101 STARCREST DR CLEARWATER, FL 33765 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 11.09% |
| ROGER BOUCHARD INSURANCE INC3 | 101 N STARCREST DR CLEARWATER, FL 33765 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $3K | $8K | 21.36% |
| ACRISURE LLC3 | SOUTH FLORIDA PO BOX 1788 GRAND RAPIDS, MI 49501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 2.84% |
| ROGER BOUCHARD INSURANCE INC3 | 101 N STARCREST DR CLEARWATER, FL 33765 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $3K | $7K | 21.63% |
| ACRISURE LLC3 | SOUTH FLORIDA PO BOX 1788 GRAND RAPIDS, MI 49501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 3.15% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST INSURANCE | 2965 ALT. 19 PALM HARBOR, FL 34683 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $700 | — | $700 | 6.31% |
| MARSH & MCLENNAN AGENCY LLC3 | BOUCHARD INSURANCE 101 STARCREST DR CLEARWATER, FL 33765 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $608 | — | $608 | 5.48% |
| LORI ABRAMSON4 | 975 SHERBROOKE ST COMMERCE TOWNSHIP, MI 48382 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $395 | — | $395 | 19.85% |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 185 | $50K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 118 | $11K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 110 | $34K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 93 | $36K |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 577 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 577 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.