| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STOP LOSS INSURANCE SERVICES, INC.3 Filed as: PRIORITY HEALTH - STOP LOSS | — | PRIORITY HEALTH INSURANCE COMPANY | $0 | $250K | $250K | 51.64% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INS INC | — | PRIORITY HEALTH INSURANCE COMPANY | $0 | $12K | $12K | 2.53% |
| FLORIDA BLUE3 | — | PRIORITY HEALTH INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| ASSURANCE AGENCY LTD3 Filed as: SUN LIFE ASSURANCE COMPANY | — | PRIORITY HEALTH INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PRIORITY HEALTH INSURANCE COMPANY EIN 20-1529553 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | — | $123K |
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 | 208 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 208 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Dental | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Vision | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Life insurance | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Long-term disability | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Prescription drug | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Stop-loss / reinsurancereinsurance | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Other | PRIORITY HEALTH INSURANCE COMPANY | 320 | $485K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 320 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.