| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 120 6TH STREET SOUTH ST. PETERSBURG, FL 33701 | BLUE CROSS BLUE SHIELD OF FLORIDA | $24K | — | $24K | 6.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 120 6TH STREET SOUTH ST. PETERSBURG, FL 33701 | HEALTH OPTIONS | $15K | — | $15K | 6.00% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST #200 TAMPA, FL 33606 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $3K | $5K | 8.20% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | PO BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 14.15% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.06% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 787669201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | PO BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 14.15% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.06% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 787669201 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | PO BOX 373 TAMPA, FL 33601 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 16.62% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 6.89% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 787669201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $943 | $943 | 5.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $872 | — | $872 | 20.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $218 | $36 | $254 | 5.82% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON CO, LLC | P.O. BOX 373 TAMPA, FL 33601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $691 | — | $691 | 16.23% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $287 | $287 | 6.74% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | P.O. BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $213 | $213 | 5.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 WEST PLATT STREET TAMPA, FL 33606 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $496 | — | $496 | 20.01% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $124 | $20 | $144 | 5.81% |
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 | 104 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 52 | $648K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 205 | $66K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 205 | $66K |
| Life insurance(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 110 | $23K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 110 | $20K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 110 | $21K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 52 | $400K |
| Other(4 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 110 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 205 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.