| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 4927 ORLANDO, FL 328024927 | AETNA LIFE INSURANCE CO. | — | $3K | $3K | 0.49% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INS SERVICES INC-GREENSBORO | PO BOX 896620 CHARLOTTE, NC 28289 | STARMOUNT LIFE INSURANCE COMPANY | $11K | — | $11K | 14.40% |
| MCGRIFF INSURANCE SERVICES INC3 | 12485 28TH ST N FL 2 ST PETERSBURG, FL 33716 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 10.76% |
| RUBY ROBB3 | 3216 THACKERY WAY PLANT CITY, FL 33566 | AFLAC | $1K | — | $1K | 7.81% |
| ELEANOR M BREZNAY3 | 919 KEITH LN AUBURNDALE, FL 33823 | AFLAC | $401 | — | $401 | 3.08% |
| SARAH E WILLETT3 | PO BOX 1127 EAGLE LAKE, FL 33839 | AFLAC | $307 | — | $307 | 2.36% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP, INC | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $90 | — | $90 | 0.69% |
| MICHELE K WILLEY3 | 122 E MAIN ST 185 LAKELAND, FL 33801 | AFLAC | $81 | — | $81 | 0.62% |
| TRACEY H BOURDON3 | 4866 MANDOLIN CT WINTER HAVEN, FL 33884 | AFLAC | $68 | — | $68 | 0.52% |
| JESSICA W MCKENZIE3 | 654 DOYLE ST WESTMINSTER, SC 29693 | AFLAC | $52 | — | $52 | 0.40% |
| TERESA M CAMPBELL3 | 210 WT WYATT RD EASLEY, SC 29642 | AFLAC | $37 | — | $37 | 0.28% |
| JMG BUSINESS PARTNERS LLC3 | 3001 VIA PARMA ST PLANT CITY, FL 33566 | AFLAC | $35 | — | $35 | 0.27% |
| MARK A LINSNER3 | 10375 CENTURION PKWY N STE 100 JACKSONVILLE, FL 32256 | AFLAC | $33 | — | $33 | 0.25% |
| JL & ASSOCIATES INC3 | 134 W SOUTH BOUNDARY ST STE A PERRYSBURG, OH 43551 | AFLAC | $24 | — | $24 | 0.18% |
| DONALD P KREDENSOR3 | 1112 RIVER WALK DR SIMPSONVILLE, SC 29681 | AFLAC | $19 | — | $19 | 0.15% |
| JOHN D TYLER3 | 2131 KILEY WAY EDMOND, OK 73034 | AFLAC | $10 | — | $10 | 0.08% |
| SUSAN C BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $6 | — | $6 | 0.05% |
| GARY L RICKETTS INC3 | PO BOX 576 SEFFNER, FL 33583 | AFLAC | $6 | — | $6 | 0.05% |
| GRAVES INC3 | 5659 W HOLIDAY ST HOMOSASSA, FL 34446 | AFLAC | $3 | — | $3 | 0.02% |
| FRANCIS V CRUZ3 | 150 MAPLE DR WEXFORD, PA 15090 | AFLAC | $3 | — | $3 | 0.02% |
| HEARTLAND BENEFITS INC3 | 3214 US HIGHWAY 27 S SEBRING, FL 33870 | AFLAC | $3 | — | $3 | 0.02% |
| JANINE FOX3 | 18 HAVILAND DR SCHENECTADY, NY 12302 | AFLAC | $3 | — | $3 | 0.02% |
| J W GRIMES INC3 Filed as: JW GRIMES INC | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $3 | — | $3 | 0.02% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $2 | — | $2 | 0.02% |
| GROUP PLANS INC3 | PO BOX 5164 LAKELAND, FL 33807 | AFLAC | $2 | — | $2 | 0.02% |
| DAYTON LLC3 | 5445 DTC PKWY STE 1036 GREENWOOD VILLAGE, CO 80111 | AFLAC | $2 | — | $2 | 0.02% |
| GARY W JOHNSON3 | 802 LITTLE CREEK RD ANDERSON, SC 29621 | AFLAC | $2 | — | $2 | 0.02% |
| HORACE R WEAVER III3 | 2512 GARDEN ST MERAUX, LA 70075 | AFLAC | $2 | — | $2 | 0.02% |
| POPPELL INSURANCE, INC.3 Filed as: POPPELL INS INC | 503 W DR MARTIN LUTHER KING JR BLVD PLANT CITY, FL 33563 | AFLAC | $1 | — | $1 | 0.01% |
| MARY REBECCA WEATHERLY3 | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC | $1 | — | $1 | 0.01% |
| SUSAN C BRIMHALL3 | PO BOX 13877 MEXICO BEACH, FL 33410 | AFLAC | $1 | — | $1 | 0.01% |
| MARK C LEE3 | 11500 COUNTY LINE RD MIDLAND, GA 31820 | AFLAC | $0 | — | $0 | 0.00% |
| JENNIFER B MOREHEAD3 | 13412 WHITBY RD HUDSON, FL 34667 | AFLAC | $0 | — | $0 | 0.00% |
| KIMBERLY DIAN CROCKETT3 | 505 LEE RD 215 PHENIX CITY, AL 36870 | AFLAC | $0 | — | $0 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC | 3201 BEECGKEAF CT STE 200 RALEIGH, NC 27604 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | $977 | — | $977 | 15.01% |
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 | 212 | 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) | 212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 106 | $525K |
| Dental | STARMOUNT LIFE INSURANCE COMPANY | 149 | $77K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 149 | $77K |
| Life insurance | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | 193 | $7K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 212 | $65K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 212 | $52K |
| Other(2 contracts, 2 carriers) | AFLAC | 193 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 212 | — |
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.