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 | $822K |
| EXPRESS SCRIPTS EIN 22-3461740 SERVICE PROVIDER | Contract Administrator Service code 13 | 100 PARSONS POND DR FRANKLIN LAKES, NJ 07417 | $523K |
| DST HEALTH SOLUTIONS LLC EIN 59-3771503 SERVICE PROVIDER | Consulting fees Service code 70 | 333 WEST 11TH STREET KANSAS CITY, MO 64105 | $346K |
| TOWERS WATSON DELAWARE INC EIN 53-0181291 SERVICE PROVIDER | Actuarial Service code 11 | 901 NORTH GLEBE ROAD ARLINGTON, VA 22203 | $255K |
| 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 | $240K |
| 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 | $200K |
| 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 | $197K |
| CALLAN EIN 94-2192581 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 600 MONTGOMERY STREET STE 800 SAN FRANCISCO, CA 94111 | $182K |
| LOS ANGELES CAPITAL EIN 02-0541198 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 11150 SANTA MONICA BLVD SUITE 20 LOS ANGELES, CA 90025 | $182K |
| BIDDLE AND COMPANY EIN 23-0680390 SERVICE PROVIDER | Insurance services Service code 23 | 3650 WINDING WAY SUITE 101 NEWTON SQUARE, PA 19073 | $136K |
| THE BANK OF NEW YORK MELLON EIN 13-5106382 SERVICE PROVIDER | Account maintenance fees Service code 65 | ONE WALL STREET NEW YORK, NY 10286 | $133K |
| DIAMOND HILL CAPITAL EIN 31-1019984 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 325 JOHN H. MCCONNELL BLVD STE 200 COLUMBUS, OH 43215 | $118K |
| 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 | $110K |
| JODI HOPPER EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $109K |
| GHI - MEDICARE/COBC EIN 13-5511997 SERVICE PROVIDER | Other services Service code 49 | 25 BROADWAY, 12TH FL NEW YORK, NY 10004 | $105K |
| SCHNEIDER CAPITAL MANAGEMENT EIN 23-2856392 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 460 EAST SWEDESFORD RD SUITE 1080 WAYNE, PA 19087 | $103K |
| ROBISON, CURPHEY AND O'CONNELL EIN 34-4437851 SERVICE PROVIDER | Legal Service code 29 | FOUR SEAGATE, 9TH FLOOR TOLEDO, OH 43604 | $99K |
| MARIELLEN KING EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $71K |
| NGAM ADVISOR EIN 04-3274056 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | 399 BOYSLTON STREET BOSTON, MA 02116 | $59K |
| NURTUR HEALTH EIN 06-1476380 SERVICE PROVIDER | Other fees Service code 99 | 20 BATTERSON PARK RD FARMINGTON, CT 06032 | $53K |
| LAURABELLE M. RONEY EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $53K |
| JPMAM FEE BILLING EIN 13-3200244 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | GPO PO BOX 27169 NEW YORK, NY 100877169 | $50K |
| CHERYL A. DEVLIN EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $48K |
| DEBRA FULMER EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $45K |
| DEBORRAH L. LANNEN EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $45K |
| BRENDA SMITH EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $44K |
| KELLY SAWYERS EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $43K |
| TRACY M. MCFADDEN EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $43K |
| CAITLIN DEVALL EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $39K |
| ALICIA MENDOZA EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $36K |
| HELEN BRUNNET EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $35K |
| BONNIE L. BLASIAK EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $35K |
| FIRST HEALTH EIN 20-1736437 SERVICE PROVIDER | Contract Administrator Service code 13 | 23291 NETWORK PLACE CHICAGO, IL 606731232 | $32K |
| FLORIDA MAIL & PRINT EIN 26-3459178 SERVICE PROVIDER | Other services Service code 49 | PO BOX 61103 FORT MYERS, FL 33906 | $17K |
| FLORIDA POWER AND LIGHT EIN 59-0247775 SERVICE PROVIDER | Other services Service code 49 | GENERAL MAIL FACILITY MIAMI, FL 331880001 | $13K |
| S&S INSURANCE SOLUTIONS EIN 05-0222530 SERVICE PROVIDER | Insurance services Service code 23 | PO BOX 549 PROVIDENCE, RI 029010549 | $13K |
| COVERALL NORTH AMERICA EIN 33-0101479 SERVICE PROVIDER | Other services Service code 49 | 320 SW 12TH AVENUE DEERFIELD BEACH, FL 33442 | $10K |
| ALLIED PROPERTY & CASUALTY EIN 42-1201931 SERVICE PROVIDER | Insurance services Service code 23 | PO BOX 10479 DES MOINES, IA 503060479 | $9K |
| CENTURY LINK EIN 72-0651161 SERVICE PROVIDER | Other services Service code 49 | PO BOX 1319 CHARLOTTE, NC 282011319 | $8K |
| HOMEWOOD SUITES HOTEL EIN 62-1635565 SERVICE PROVIDER | Other services Service code 49 | 5255 BIG PINE WAY FORT MYERS, FL 33907 | $8K |
| JOHN CRUSE SERVICE PROVIDER | Other fees Service code 99 | 5702 FOXLAKE DR. 5 NORTH FORT MYERS, FL 33917 | $6K |
| MARRIOTT HOTEL EIN 52-1052660 SERVICE PROVIDER | Other fees Service code 99 | PO BOX 403003 ATLANTA, GA 303843003 | $6K |
| JUAN A CRUZ INC. EIN 57-1197167 SERVICE PROVIDER | Other fees Service code 99 | 1870 PALM DRIVE FORT MYERS, FL 33907 | $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 | 10,057 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17,968 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 28,025 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AETNA LIFE INSURANCE CO. | 14,073 | $1.7M |
| Long-term disability | AETNA LIFE INSURANCE CO. | 14,073 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,073 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.