No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS & BLUESHIELD OF SC EIN 57-0287419 SERVICE PROVIDER | Contract Administrator Service code 13 | 1-20 AT ALPINE ROAD COLUMBIA, SC 29219 | $488K |
| EXPRESS SCRIPTS EIN 22-3461740 SERVICE PROVIDER | Contract Administrator Service code 13 | 100 PARSONS POND DR FRANKLIN LAKES, NJ 07417 | $420K |
| DST HEALTH SOLUTIONS, LLC EIN 59-3771503 SERVICE PROVIDER | Other services Service code 49 | 333 WEST 11TH STREET KANSAS CITY, MO 64105 | $310K |
| VBA EIN 20-3293066 SERVICE PROVIDER | Other services Service code 49 | W180N11711 RIVER LN. GERMANTOWN, WI 53022 | $247K |
| DODGE AND COX EIN 94-1441976 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 555 CALIFORNIA STREET 40TH FL SAN FRANCISCO, CA 941041538 | $203K |
| BNY MELLON ASSET SERVICES EIN 13-5160382 SERVICE PROVIDER | Trustee (bank, trust company, or similar financial institution) Service code 21 | PO BOX 392006 PITTSBURGH, PA 152519006 | $192K |
| LOS ANGELES CAPITAL EIN 02-0541198 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 11150 SANTA MONICA BLVD SUITE 200 LOS ANGELES, CA 00025 | $191K |
| TOWERS WATSON DELAWARE INC EIN 53-0181291 SERVICE PROVIDER | Actuarial Service code 11 | 901 NORTH GLEBE ROAD ARLINGTON, VA 22203 | $183K |
| JODI HOPPER EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $153K |
| CALLAN EIN 94-2192581 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 101 CALIFORNIA STREET SUITE 3500 SAN FRANCISCO, CA 94111 | $120K |
| WILLIAM BLAIR AND COMPANY EIN 36-2214610 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 222 WEST ADAMS STREET CHICAGO, IL 60606 | $104K |
| HILL, BARTH AND KING LLC EIN 34-1897225 SERVICE PROVIDER | Accounting (including auditing) Service code 10 | 8010 SUMMERLIN LAKES DR SUITE 200 FORT MYERS, FL 33907 | $100K |
| MARIELLEN KING EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $95K |
| THE BANK OF NEW YORK MELLON EIN 13-5106382 SERVICE PROVIDER | Account maintenance fees Service code 65 | ONE WALL STREET NEW YORK, NY 10286 | $93K |
| DIAMOND HILL CAPITAL EIN 31-1019984 SERVICE PROVIDER | Investment management; Securities brokerage commissions and fees Service code 28 | 325 JOHN H. MCCONNELL BLVD STE 200 COLUMBUS, OH 43215 | $87K |
| GDIT EIN 54-1194322 SERVICE PROVIDER | Other services Service code 49 | P.O. BOX 829968 PHILADELPHIA, PA 191829968 | $60K |
| CHANGE HEALTHCARE EIN 20-5731067 SERVICE PROVIDER | Other services Service code 49 | 3055 LEBANON PIKE SUITE 1000 NASHVILLE, TN 37214 | $59K |
| TRACY M. MCFADDEN EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $51K |
| JACQUELINE KNIGHT EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $50K |
| SHARI GORDON EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $46K |
| KATHRYN MOHR EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $41K |
| JENNIFER WHITE EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $41K |
| TEAMLOGIC IT EIN 47-2229614 SERVICE PROVIDER | Other services Service code 49 | 10501 SIX MILE CYPRESS PKWY STE 118 FORT MYERS, FL 33966 | $40K |
| SANDRA GLASE EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $40K |
| CARRIE OLESON EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $39K |
| MARY GASPAR EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $35K |
| MARIE HEARD EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $28K |
| TRIFECTA HOME SOLUTIONS LLC EIN 92-2065058 SERVICE PROVIDER | Other services Service code 49 | 1636 VERONA DRIVE NORTH FORT MYERS, FL 33903 | $22K |
| EXPRESS EMPLOYMENT SERVICES INC EIN 84-0909680 SERVICE PROVIDER | Other services Service code 49 | 7370 COLLEGE PKWY STE 304 FORT MYERS, FL 33907 | $22K |
| MARY PEACOCK EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $21K |
| CHERYL DEVLIN EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $21K |
| ROBISON, CURPHEY AND O'CONNELL EIN 34-4437851 SERVICE PROVIDER | Legal Service code 29 | FOUR SEAGATE, 9TH FLOOR TOLEDO, OH 43604 | $17K |
| FIRST HEALTH EIN 20-1736437 SERVICE PROVIDER | Contract Administrator Service code 13 | 23291 NETWORK PLACE CHICAGO, IL 606731232 | $14K |
| PRINCIPAL FINANCIAL SERVICES EIN 42-0127290 SERVICE PROVIDER | Recordkeeping fees Service code 64 | PO BOX 9394 DES MOINES, IA 50306 | $11K |
| UNITED MECHANICAL, LLC EIN 59-2828859 SERVICE PROVIDER | Other services Service code 49 | 8170 MAINLINE PARKWAY FORT MYERS, FL 33912 | $11K |
| FLORIDA POWER AND LIGHT EIN 59-0247775 SERVICE PROVIDER | Other services Service code 49 | GENERAL MAIL FACILITY MIAMI, FL 331880001 | $10K |
| ERICKSON'S DRYING SYSTEMS, INC EIN 65-1065457 SERVICE PROVIDER | Other services Service code 49 | 12651 METRO PKWY FORT MYERS, FL 33966 | $10K |
| BRYAN ROTH EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $6K |
| CONTEXT 4 HEALTHCARE, INC EIN 27-0386030 SERVICE PROVIDER | Other services Service code 49 | 55 SHUMAN BLVD, SUITE 650 NAPERVILLE, IL 60563 | $6K |
| CHRISTIAN PHILLIPPI EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $6K |
| PASSAGEWAYS, INC EIN 82-2007390 SERVICE PROVIDER | Other services Service code 49 | 5140 EAST SOUTHPORT RD 1012 INDIANAPOLIS, IN 46237 | $5K |
| NEW DIRECTIONS BEHAVIORAL HEALTH EIN 43-1698690 SERVICE PROVIDER | Contract Administrator Service code 13 | PO BOX 87-0195 KANSAS CITY, MO 641870195 | $5K |
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 | 7,126 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12,695 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 19,821 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 10,547 | $2.0M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 10,547 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,547 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.