| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $1K | $1K | 1.16% |
| UMR, INC.3 Filed as: UMR | 5151 PFEIFFER RD ML 400 CINCINNATI, OH 45242 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $961 | $961 | 0.82% |
| OMS INSURANCE GROUP3 Filed as: OMS INSURANCE GROUP LLC | 26 LAKE WIRE DR LAKELAND, FL 33815 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $3K | $6K | 11.09% |
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $195 | $3K | 16.17% |
| MGIS3 | 10 WEST BROADWAY SUITE 800 SALT LAKE CITY, UT 84101 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $180 | $180 | 1.08% |
| OMS OF NORTHWEST FLORIDA INC3 Filed as: OMS OF NORWEST FLORIDA | PO BOX 1097 SANTA ROSA BEACH, FL 32459 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $745 | $61 | $806 | 5.36% |
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $613 | $8 | $621 | 4.13% |
| SHAUNET LOUISE PROKUSKI3 | PO BOX 2 LAKELAND, FL 33802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | — | $113 | 0.75% |
| REUBEN F JACOBS JR3 | 868 LAKE JACKSON CIRCLE APOPKA, FL 32703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | — | $80 | 0.53% |
| D'ARCIPRETE & ASSOCIATES INC3 Filed as: D ARCIPRETE & ASSOCIATES | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $16 | $40 | 0.27% |
| JOEY MIGUES3 Filed as: JOEY GRUBBS BENEFITS LLC | 4527 ARGYLE LN TALLAHASSEE, FL 32309 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $10 | $36 | 0.24% |
| DAVID MERKHOFER3 | 2704 SETTER PL TALLAHASSEE, FL 32303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.10% |
| KARYN MITRANO ENTERPRISES INC3 Filed as: KARYN MITRANO ENTERPRISES | 2819 EAGLE LAKE DR ORALNDO, FL 32837 | AFLAC | $814 | $17 | $831 | 8.42% |
| BRIAN ALLEN BASS3 | 1220 BONNIE LO DR ORLANDO, FL 32809 | AFLAC | $597 | — | $597 | 6.05% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES INC. | 13313 FLACON POINTE DR ORLANDO, FL 32837 | AFLAC | $343 | $4 | $347 | 3.51% |
| TLW VENTURES LLC3 | 614 E HIGHWAY 50 338 CLERMONT, FL 34711 | AFLAC | $161 | $3 | $164 | 1.66% |
| JOYCE WEBER ENTERPRISES INC3 Filed as: JOYCE WEBER ENTERPRISES INC. | 13313 FLACON POINTE DR ORLANDO, FL 32837 | AFLAC | $88 | — | $88 | 0.89% |
| J WEBER AND ASSOCIATES INC3 Filed as: J WEBER AND ASSOCIATES | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $76 | — | $76 | 0.77% |
| MKF & ASSOCIATES INC3 Filed as: MKF & ASSOCIATES | 4505 PINE TREE CIR STE 201 BIRMINGHAM, AL 35243 | AFLAC | $51 | — | $51 | 0.52% |
| CHASE DEVOSS ENTERPRISES INC.3 | 603 DELANCEY DR DAVENPORT, FL 33837 | AFLAC | $36 | — | $36 | 0.36% |
| MARY BARE3 | 807 CUMBERLAND CIRCLE MINNEOLA, FL 34715 | AFLAC | $6 | — | $6 | 0.06% |
| DANIEL J LONG3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $3 | — | $3 | 0.03% |
| PATRICIAL ALMOND3 | PO BOX 150804 ALTAMONTE SPRINGS, FL 32715 | AFLAC | $1 | — | $1 | 0.01% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $1 | — | $1 | 0.01% |
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 | 138 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 91 | $58K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 91 | $58K |
| Life insurance(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 138 | $42K |
| Short-term disability(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 138 | $42K |
| Stop-loss / reinsurancereinsurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 83 | $232K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 138 | — |
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."
No prospect flags tripped on this filing.