| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BOULEVARD 2ND FLOOR HAUPPAUGE, NY 11788 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $120K | $8K | $129K | 16.06% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PARTNERS INSURAN | 1317 CITIZENS BOULEVARD LEESBURG, FL 34748 | EYEMED VISION CARE | $5K | — | $5K | 4.23% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $2K | $4K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.90% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $864 | — | $864 | 2.60% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $2K | $4K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.52% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZEN BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $966 | — | $966 | 2.98% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $2K | $4K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.76% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZEN BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $883 | — | $883 | 2.74% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $2K | $4K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.53% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $907 | — | $907 | 2.97% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.61% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $802 | — | $802 | 2.89% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.63% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $745 | — | $745 | 2.87% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.78% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $613 | — | $613 | 2.72% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $977 | — | $977 | 4.60% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZEN BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $615 | — | $615 | 2.90% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $908 | — | $908 | 4.40% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $640 | — | $640 | 3.10% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $836 | — | $836 | 4.17% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $666 | — | $666 | 3.33% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $165 | — | $165 | 0.82% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $905 | $2K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $879 | — | $879 | 4.85% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $479 | — | $479 | 2.65% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 8.70% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 6.30% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $886 | $886 | 5.00% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 34040 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $787 | $2K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $741 | — | $741 | 4.71% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $440 | — | $440 | 2.80% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $763 | $2K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $710 | — | $710 | 4.65% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $434 | — | $434 | 2.84% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $723 | $2K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $712 | — | $712 | 4.93% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $372 | — | $372 | 2.57% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $719 | $2K | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $670 | — | $670 | 4.66% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $408 | — | $408 | 2.84% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $903 | $602 | $2K | 12.49% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $603 | — | $603 | 5.01% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $301 | — | $301 | 2.50% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $775 | $517 | $1K | 12.51% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $462 | — | $462 | 4.47% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $313 | — | $313 | 3.03% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $376 | $251 | $627 | 12.50% |
| ACRISURE LLC3 | 18015 MEADOW BOTTOM RD CHARLOTTE, NC 28277 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $238 | — | $238 | 4.74% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PTR INS SVCS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $138 | — | $138 | 2.75% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK ST #207 MT PLEASANT, SC 29466 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $269 | $90 | $359 | 20.00% |
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 | 1,279 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,284 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,819 | $801K |
| Vision | EYEMED VISION CARE | 1,485 | $121K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,819 | $801K |
| Short-term disability(20 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 56 | $391K |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,819 | $801K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,819 | — |
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.