| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM INC. | 300 1ST AVE S 5TH FLOOR SAINT PETERBURG, FL 337014200 | AETNA HEALTH, INC. | — | $3K | $3K | 0.39% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM INC. | 300 1ST AVE S 5TH FLOOR SAINT PETERSBURG, FL 337014200 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | $5K | $13K | 12.95% |
| WALLACE WELCH & WILLINGHAM INC3 | PO BOX 33020 ST. PETERSBURG, FL 33701 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 5.00% |
| FLORIDA AUTOMOBILE DEALERS ASSOC3 | ATTN T SMITH EXEC VP TALLAHASSEE, FL 32301 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $789 | $789 | 1.72% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$906 | — | -$906 | -1.97% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM INC. | P. O. BOX 33020 SAINT PETERBURG, FL 337014200 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.72% |
| FLORIDA AUTOMOBILE DEALERS ASSOC3 | ATTN T SMITH EXEC VP TALLAHASSEE, FL 32301 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $756 | $756 | 1.81% |
| AMERICAN FIDELITY GENERAL AGENCY3 Filed as: AMERICAN FIDELITY ASSURNACE COMPANY | P. O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | -$307 | — | -$307 | -0.74% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM INC. | P. O. BOX 33020 SAINT PETERBURG, FL 337014200 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 5.00% |
| FLORIDA AUTOMOBILE DEALERS ASSOC3 Filed as: FLORIDA AUTOMOTIVE DEALERS ASSOC | ATTN T SMITH EXEC VP TALLAHASSEE, FL 32301 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $363 | $363 | 1.75% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P. O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | -$1K | — | -$1K | -6.43% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLCE WELCH & WILLINGHAM INC | P. O. BOX 33020 SAINT PETERSBURG, FL 337014200 | AMERICAN FIDELITY ASSURANCE COMPANY | $932 | — | $932 | 4.90% |
| FLORIDA AUTOMOBILE DEALERS ASSOC3 Filed as: FLORIDA AUTOMOTIVE DEALERS ASSOC | ATTN T. SMITH EXEC VP TALLAHASSEE, FL 32301 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $309 | $309 | 1.62% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPNAY | P. O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | -$446 | — | -$446 | -2.34% |
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 | 232 | 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) | 232 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 6 | $49K |
| Dental(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 189 | $145K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 189 | $104K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 189 | $104K |
| Short-term disability(4 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 36 | $127K |
| Long-term disability(3 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 36 | $86K |
| Other(5 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 189 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.