| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANDERSON THORNTON CONSULTANTS3 Filed as: ANDERSON THORNTON CONSULT | 15438 N FLORIDA AVE STE 104 TAMPA, FL 33613 | BLUE CROSS BLUE SHIELD OF FLORIDA | $21K | $0 | $21K | 5.00% |
| ANDERSON THORNTON CONSULTANTS3 Filed as: ANDERSON THORNTON BENEFIT CONSULT | 15438 N FLORIDA AVE STE 104 TAMPA, FL 33613 | BLUE CROSS BLUE SHIELD OF FLORIDA | $13K | $0 | $13K | 5.00% |
| ANDERSON THORNTON CONSULTANTS3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 15.00% |
| CHOICE BENEFITS SOLUTIONS LLC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $12K | $1K | $13K | 47.37% |
| ANDERSON THORNTON CONSULTANTS3 Filed as: ANDERSON THORNTON CONSULTANTS LLC | 15429 N FLORIDA AVE TAMPA, FL 33130 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $4K | $0 | $4K | 15.53% |
| ANDERSON THORNTON CONSULTANTS3 Filed as: ANDERSON THORNTON CONSULTANTS LLC | 15429 N FLORIDA AVE TAMPA, FL 33130 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $4K | $0 | $4K | 15.53% |
| COACH CONCEPTS INC3 | 5655 OAKURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $870 | $611 | $1K | 5.43% |
| CARRIE RUTTER3 | 2907 14TH ST N ST PETERSBURG, FL 33704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $1K | $144 | $1K | 4.67% |
| GEORGE P. THORNTON3 Filed as: GEORGE P THORNTON | 15429 NORTH FLORIDA AVE TAMPA, FL 33613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $1K | $0 | $1K | 4.62% |
| GEORGE P. THORNTON3 Filed as: GEORGE P THORNTON | 15429 NORTH FLORIDA AVE TAMPA, FL 33613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $1K | $0 | $1K | 4.62% |
| VONDA DANELLE GOLUB3 | 3330 OVERLOOK DR NE SAINT PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $1K | $0 | $1K | 4.07% |
| VONDA DANELLE GOLUB3 | 3330 OVERLOOK DR NE SAINT PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $1K | $0 | $1K | 4.07% |
| MICHAEL D MCMULLEN3 | 3726 VILLAGE ESTATES PLACE TAMPA, FL 33618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $1K | $0 | $1K | 3.80% |
| TIMOTHY B DONNELLY3 | 5690 92ND AVE N PINELLAS PARK, FL 33782 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $630 | $16 | $646 | 2.37% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $357 | $8 | $365 | 1.34% |
| CYNTHIA LERNER RUBIN3 | 445 DOCKSIDE DR NAPLES, FL 34110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $357 | $8 | $365 | 1.34% |
| KARA LEE CHARLTON3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $299 | $0 | $299 | 1.10% |
| KARA LEE CHARLTON3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $299 | $0 | $299 | 1.10% |
| SARAH L ANDERSON3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $199 | $0 | $199 | 0.73% |
| NYRA VELASCO3 | 1904 CAPRI ROAD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $183 | $0 | $183 | 0.67% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND O LAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $77 | $72 | $149 | 0.55% |
| BARBARA C POWELL3 | 8 GLENCOE PL DUNEDIN, FL 34698 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $142 | $0 | $142 | 0.52% |
| SCHMIDT BENEFIT GROUP INC3 | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $83 | $32 | $115 | 0.42% |
| SCHMIDT BENEFIT GROUP INC3 | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $83 | $32 | $115 | 0.42% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $82 | $12 | $94 | 0.34% |
| PATRICK GILL GIDDENS3 | 1450 CLERMONT STREET DENVER, CO 80220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $2 | $43 | $45 | 0.17% |
| PATMAR GROUP INC3 | 13214 88TH PL N SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $43 | $0 | $43 | 0.16% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $11 | $10 | $21 | 0.08% |
| SHIRLEY B DRAKE3 | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $11 | $7 | $18 | 0.07% |
| ANTHONY N TSIKITAS3 | 7575 EAST ARKANSAS AVE DENVER, CO 80231 | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | $11 | $1 | $12 | 0.04% |
| ANDERSON THORNTON CONSULTANTS3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 15.00% |
| ANDERSON THORNTON CONSULTANTS3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 15.00% |
| ANDERSON THORNTON CONSULTANTS3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 15.00% |
| ANDERSON THORNTON CONSULTANTS3 | 15429 N FLORIDA AVE TAMPA, FL 33613 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
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 | 144 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 56 | $684K |
| Dental(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 66 | $39K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 77 | $7K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | 144 | $59K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 52 | $23K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 144 | $20K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 52 | $425K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPAPY | 144 | $39K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 144 | — |
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.