| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER WARE INC | P.O. BOX 490690 LEESBURG, FL 34749 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $56K | $56K | 4.44% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PR INS SERV LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $10K | $10K | 0.82% |
| LASSITER WARE3 Filed as: LASSITER -WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $13K | $311 | $13K | 10.24% |
| GLENN HARLAN ROSE3 | 605 CELITO DRIVE NEW SMYRNA BEACH, FL 32168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | — | $10K | 7.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 2421 HIGHWAY 44 WEST INVERNESS, FL 34453 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | — | $9K | 7.63% |
| NOLAN KING3 | 1215 E PLANT STREET UNIT 2-314 WINTER GARDEN, FL 34787 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 4.08% |
| CINDY HERNANDEZ3 Filed as: CINDY L HERNANDEZ | 719 AVENIDA SEXTA APT 304 CLERMONT, FL 34714 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.83% |
| WENDI SILVERS PL3 Filed as: WENDI GAYLE SILVERS | 657 ST ANDREWS CIRCLE NEW SMYRNA BEACH, FL 32168 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.55% |
| DAVID PERAZA3 | 2006 APRICOT DRIVE DELTONA, FL 32725 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.55% |
| KEVIN R DEES3 | 1116 ADIRONDACK ST DELTONA, FL 32725 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.55% |
| MARIA ANGELICA VEGA3 | 1001 DELTONA BLVD DELTONA, FL 32725 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.07% |
| IAN JOBSON3 | 29 WELLINGTON DR PALM COAST, FL 32164 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.07% |
| MARY E REMSON3 Filed as: MARY ELIZABETH REMSON | 3201 POPPY HILL ROAD MOUNT DORA, FL 32757 | CONTINENTAL AMERICAN INSURANCE COMPANY | $996 | — | $996 | 0.81% |
| JESSENIA SOTO3 | 2522 SAGE DR KISSIMMEE, FL 34758 | CONTINENTAL AMERICAN INSURANCE COMPANY | $601 | — | $601 | 0.49% |
| CARIE HALL3 Filed as: CARIE L HALL | 459 BRYANT ST ORMOND BEACH, FL 32174 | CONTINENTAL AMERICAN INSURANCE COMPANY | $396 | — | $396 | 0.32% |
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 | 181 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 181 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 217 | $1.3M |
| Dental | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 181 | $128K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 181 | $128K |
| Other | CONTINENTAL AMERICAN INSURANCE COMPANY | 489 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 489 | — |
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.