| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMPSON BOSTROM & ASSOCIATES LLC3 | 66 N ATLANTIC AVE SUITE 201 COCOA BEACH, FL 329314327 | HUMANA MEDICAL PLAN, INC. | $33K | $0 | $33K | 3.76% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM INC. | PO BOX 195579 WINTER SPRINGS, FL 327195579 | HUMANA MEDICAL PLAN, INC. | $11K | $0 | $11K | 1.24% |
| ENROLLMENT RESOURCES GROUP3 Filed as: ENROLLMENT SERVICES INC. | 235 SOUTH MAITLAND AVE SUITE 115 MAITLAND, FL 32751 | TRANSAMERICA LIFE INSURANCE COMPANY | $13K | $0 | $13K | 13.87% |
| EXCELSIOR BENEFITS LLC3 | 23505 SMITHTOWN RD, SUITE 200 EXCELSIOR, MN 55331 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 4.06% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 | 2425 N COURTENAY PARKWAY SUITE 11 MERRITT ISLAND, FL 32953 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.75% |
| DONALD L BOSTROM3 | 216 NORTH BREVARD AVENUE COCA BEACH, FL 32931 | TRANSAMERICA LIFE INSURANCE COMPANY | $981 | $0 | $981 | 1.07% |
| CHARLES BOSTROM3 Filed as: CHARLES F BOSTROM | 235 SOUTH MAITLAND AVE SUITE 115 MAITLAND, FL 32751 | TRANSAMERICA LIFE INSURANCE COMPANY | $360 | $0 | $360 | 0.39% |
| JEFFERY T MEYER3 | 204 QUAYSIDE CIR APT 101 MAITLAND, FL 32751 | TRANSAMERICA LIFE INSURANCE COMPANY | $240 | $0 | $240 | 0.26% |
| THE ENTERPRISE TEAM, INC.3 | 208 S RIDGEWOOD AVE DELAND, FL 32720 | TRANSAMERICA LIFE INSURANCE COMPANY | $198 | $0 | $198 | 0.22% |
| DSM FINANCIAL LLC3 | 950 PENINSULA CORPORATE CIRCLE SUITE 3007 BOCA RATON, FL 33487 | TRANSAMERICA LIFE INSURANCE COMPANY | $6 | $0 | $6 | 0.01% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 | 66 N ATLANTIC AVE SUITE 201 COCOA BEACH, FL 329314327 | HUMANA INSURANCE COMPANY | $5K | $925 | $6K | 8.99% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM INC. | PO BOX 195579 WINTER SPRINGS, FL 327195579 | HUMANA INSURANCE COMPANY | $2K | $0 | $2K | 2.49% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 | 66 N ATLANTIC AVE SUITE 201 COCOA BEACH, FL 329314327 | COMPBENEFITS COMPANY | $317 | $75 | $392 | 9.21% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM INC. | PO BOX 195579 WINTER SPRINGS, FL 327195579 | COMPBENEFITS COMPANY | $109 | $0 | $109 | 2.56% |
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 | 176 | 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) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA MEDICAL PLAN, INC. | 193 | $888K |
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 133 | $67K |
| Vision | HUMANA INSURANCE COMPANY | 133 | $62K |
| Life insurance | TRANSAMERICA LIFE INSURANCE COMPANY | 130 | $92K |
| Other | TRANSAMERICA LIFE INSURANCE COMPANY | 130 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 193 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.