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 | $800K |
| EXPRESS SCRIPTS EIN 22-3461740 SERVICE PROVIDER | Contract Administrator Service code 13 | 100 PARSONS POND DR FRANKLIN LAKES, NJ 07417 | $453K |
| 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 | $223K |
| 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 | $216K |
| 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 | $211K |
| DST HEALTH SOLUTIONS, LLC EIN 59-3771503 SERVICE PROVIDER | Other services Service code 49 | 333 WEST 11TH STREET KANSAS CITY, MO 64105 | $176K |
| 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 | $161K |
| JODI HOPPER EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $128K |
| TOWERS WATSON DELAWARE INC EIN 53-0181291 SERVICE PROVIDER | Actuarial Service code 11 | 901 NORTH GLEBE ROAD ARLINGTON, VA 22203 | $124K |
| BIDDLE AND COMPANY EIN 23-0680390 SERVICE PROVIDER | Insurance services Service code 23 | 3650 WINDING WAY SUITE 101 NEWTON SQUARE, PA 19073 | $124K |
| 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 |
| 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 | $120K |
| 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 | $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 | $88K |
| GDIT EIN 54-1194322 SERVICE PROVIDER | Other services Service code 49 | P.O. BOX 829968 PHILADELPHIA, PA 191829968 | $87K |
| MARIELLEN KING EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $82K |
| CHANGE HEALTHCARE EIN 20-5731067 SERVICE PROVIDER | Other services Service code 49 | 3055 LEBANON PIKE SUITE 1000 NASHVILLE, TN 37214 | $64K |
| ROBISON, CURPHEY AND O'CONNELL EIN 34-4437851 SERVICE PROVIDER | Legal Service code 29 | FOUR SEAGATE, 9TH FLOOR TOLEDO, OH 43604 | $60K |
| LAURABELLE M. RONEY EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $51K |
| DEBRA FULMER EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $50K |
| TRACY M. MCFADDEN EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $45K |
| KELLY SAWYERS EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $45K |
| CAITLIN LYNN EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $45K |
| SANDRA GLASE EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $40K |
| HELEN BRUNNET EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $40K |
| SHARI GORDON EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY S.E FORT MYERS, FL 33907 | $38K |
| JENNIFER JOHNSON EIN 23-6411794 EMPLOYEE | Employee (plan) Service code 30 | 5245 BIG PINE WAY SE FORT MYERS, FL 33907 | $33K |
| FIRST HEALTH EIN 20-1736437 SERVICE PROVIDER | Contract Administrator Service code 13 | 23291 NETWORK PLACE CHICAGO, IL 606731232 | $19K |
| EXPRESS SERVICES, INC EIN 84-0909680 SERVICE PROVIDER | Other services Service code 49 | PO BOX 53434 ATLANTA, GA 303535434 | $18K |
| PRINCIPAL FINANCIAL SERVICES EIN 42-0127290 SERVICE PROVIDER | Recordkeeping fees Service code 64 | PO BOX 9394 DES MOINES, IA 50306 | $13K |
| ALLIED INSURANCE (NATIONWIDE) EIN 42-1201931 SERVICE PROVIDER | Insurance services Service code 23 | P.O. BOX 10479 DES MOINES, IA 50306 | $11K |
| FLORIDA POWER AND LIGHT EIN 59-0247775 SERVICE PROVIDER | Other services Service code 49 | GENERAL MAIL FACILITY MIAMI, FL 331880001 | $10K |
| COVERALL NORTH AMERICA EIN 33-0101479 SERVICE PROVIDER | Other services Service code 49 | 5201 CONGRESS AVE SUITE 275 BOCA RATON, FL 33487 | $9K |
| CENTURY LINK EIN 72-0651161 SERVICE PROVIDER | Other services Service code 49 | PO BOX 1319 CHARLOTTE, NC 282011319 | $9K |
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 | 8,390 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15,898 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 24,288 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 13,113 | $2.2M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 13,113 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,113 | — |
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 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.