| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP, INC. DBA SGP | 501 E KENNEDY BLVD SUITE 1000 TAMPA, FL 33602 | FLORIDA BLUE | $94K | — | $94K | 1.72% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 852556762 | RELIASTAR LIFE INSURANCE COMPANY | $25K | $48K | $73K | 7.59% |
| THAXTON GROUP, INC.3 | 501 E KENNEDY BLVD STE 1000 TAMPA, FL 336025200 | FLORIDA COMBINED LIFE | $39K | — | $39K | 10.83% |
| FLORIDA BLUE3 | 4800 DEERWOOD CAMPUS PKWY # DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $2K | — | $2K | 0.48% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP INC DBA SGP ADVISORS | 501 E KENNEDY BLVD TAMPA, FL 33602 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 14.89% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP, INC DBA SHEA GUERC | 501 E KENNEDY BLVD SUITE 1000 TAMPA, FL 33602 | STARMOUNT LIFE INSURANCE COMPANY | $6K | — | $6K | 10.05% |
| MARK F BARRETT LLC3 Filed as: MARK F BARRETT | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | STARMOUNT LIFE INSURANCE COMPANY | $3K | — | $3K | 4.95% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP INC DBA SGP ADVISORS | 501 E KENNEDY BLVD TAMPA, FL 33602 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | — | $8K | 14.80% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP INC DBA SGP ADVISORS | 501 E KENNEDY BLVD TAMPA, FL 33602 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 14.82% |
| MARK F BARRETT LLC3 Filed as: MARK F BARRETT | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | UNUM INSURANCE COMPANY | $3K | — | $3K | 7.22% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP, INC DBA SHEA GUERC | 501 E KENNEDY BLVD SUITE 1000 TAMPA, FL 33602 | UNUM INSURANCE COMPANY | $2K | — | $2K | 4.82% |
| WORKSITE AMERICA LLC3 Filed as: WORKSITE AMERICA | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | UNUM INSURANCE COMPANY | $304 | — | $304 | 0.87% |
| MARK F BARRETT LLC3 Filed as: MARK F BARRETT | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | UNUM INSURANCE COMPANY | $2K | — | $2K | 6.82% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP, INC DBA SHEA GUERC | 501 E KENNEDY BLVD SUITE 1000 TAMPA, FL 33602 | UNUM INSURANCE COMPANY | $2K | — | $2K | 4.55% |
| WORKSITE AMERICA LLC3 Filed as: WORKSITE AMERICA | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | UNUM INSURANCE COMPANY | $456 | — | $456 | 1.36% |
| MARK F BARRETT LLC3 Filed as: MARK F BARRETT | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | UNUM INSURANCE COMPANY | $1K | — | $1K | 6.00% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP, INC DBA SHEA GUERC | 501 E KENNEDY BLVD SUITE 1000 TAMPA, FL 33602 | UNUM INSURANCE COMPANY | $998 | — | $998 | 4.00% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP INC DBA SGP ADVISORS | 501 E KENNEDY BLVD TAMPA, FL 33602 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 9.94% |
| THAXTON GROUP, INC.3 Filed as: THAXTON GROUP INC DBA SGP ADVISORS | 501 E KENNEDY BLVD TAMPA, FL 33602 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $654 | — | $654 | 11.95% |
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 | 1,003 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 29 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,036 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | FLORIDA BLUE | 651 | $5.4M |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 585 | $59K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,016 | $17K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 177 | $70K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 172 | $44K |
| Prescription drug | FLORIDA BLUE | 651 | $5.4M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 974 | $964K |
| Other(9 contracts, 3 carriers) | FLORIDA COMBINED LIFE | 1,279 | $646K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,279 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.