| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 347483923 | UNITEDHEALTHCARE INSURANCE COMPANY | $24K | $146K | $170K | 5.42% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | P.O. BOX 490690 LEESBURG, FL 347490690 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | $3K | $25K | 11.30% |
| JOHN TURNER (AGT NO. WHI15)3 Filed as: JOHN TURNER | P.O. BOX 505 KAILUA, HI 96734 | 5 STAR LIFE INSURANCE COMPANY | $16K | — | $16K | 10.00% |
| BENEFIT PLAN SOLUTIONS, INC.3 Filed as: BENEFIT PLAN SOLUTIONS, INC | 680 IWILEI ROAD STE 528 HONOLULU, HI 96817 | HAWAII DENTAL SERVICES | $3K | — | $3K | 2.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INSURANCE | P.O. BOX 490690 LEESBURG, FL 347490690 | VISION SERVICE PLAN | $4K | — | $4K | 10.00% |
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 | 480 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 485 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 641 | $5.6M |
| Dental(2 contracts) | HAWAII DENTAL SERVICES | 567 | $174K |
| Vision | VISION SERVICE PLAN | 284 | $39K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 621 | $380K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 381 | $222K |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 641 | $5.6M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 381 | $222K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 641 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.