| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENGAGE INSURANCE AGENCY3 | 4000 HOLLYWOOD BOULEVARD SUITE 400N HOLLYWOOD, FL 33021 | AETNA LIFE INSURANCE COMPANY | $439K | $592K | $1.0M | 1.55% |
| ENGAGE INSURANCE AGENCY3 | 3109 STIRLING ROAD, SUITE 201 FORT LAUDERDALE, FL 33312 | AETNA LIFE INSURANCE COMPANY | $76K | $146K | $222K | 0.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | AETNA LIFE INSURANCE COMPANY | $678 | $0 | $678 | 0.00% |
| ENGAGE INSURANCE AGENCY3 | 4000 HOLLYWOOD BOULEVARD SUITE 400N HOLLYWOOD, FL 33021 | AETNA HEALTH INC. | $33K | $458K | $491K | 1.65% |
| ENGAGE INSURANCE AGENCY3 | 3109 STIRLING ROAD, SUITE 201 FORT LAUDERDALE, FL 33312 | AETNA HEALTH INC. | $6K | $104K | $110K | 0.37% |
| ENGAGE INSURANCE3 | 4000 HOLLYWOOD BOULEVARD SUITE 400N HOLLYWOOD, FL 33021 | METROPOLITAN LIFE INSURANCE COMPANY | $601K | $0 | $601K | 7.54% |
| DIANA LEWIS3 | 28059 US HIGHWAY 19 NORTH SUITE 201 CLEARWATER, FL 33761 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $123K | $0 | $123K | 13.66% |
| ENGAGE INSURANCE3 Filed as: ENGAGE INSURANCE LLC | 3001 EXECUTIVE DRIVE, SUITE 340 SAINT PETERSBURG, FL 33762 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $107K | $0 | $107K | 11.85% |
| BENEPORT LLC3 | 28059 US HIGHWAY 19 NORTH SUITE 201 CLEARWATER, FL 33761 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16K | $0 | $16K | 1.82% |
| ENGAGE INSURANCE3 | 4000 HOLLYWOOD BOULEVARD SUITE 400N HOLLYWOOD, FL 33021 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $14K | $0 | $14K | 8.81% |
| UNKNOWN3 | UNKNOWN SAINT PETERBURG, FL 33762 | COMBINED INSURANCE | $6K | $0 | $6K | 8.03% |
| ENGAGE INSURANCE3 | 4000 HOLLYWOOD BOULEVARD SUITE 400N HOLLYWOOD, FL 33021 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $4K | $0 | $4K | 7.53% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| S2 HR SOLUTIONS DBA ENGAGE EIN 45-2441552 ADMINISTRATION | Plan Administrator Service code 14 | — | $2.0M |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 BENEFITS CONSULTING | Consulting (general) Service code 16 | — | $305K |
| MILLIMAN SOLUTIONS LLC EIN 47-5650627 UNDERWRITING | Actuarial Service code 11 | — | $220K |
| HEALTH ADVOCATE SOLUTIONS EIN 23-3080019 ENROLLMENT/EAP | Participant communication Service code 38 | — | $201K |
| BENEFIT RESOURCES EIN 16-1428488 COBRA ADMIN | Other services Service code 49 | — | $60K |
| GROOM EIN 52-1219029 LEGAL | Legal Service code 29 | — | $29K |
| THE SOURCING GROUP EIN 80-0101793 PRINTING | Copying and duplicating Service code 36 | — | $16K |
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 | 8,400 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 188 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,588 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 17,419 | $96.0M |
| Dental(4 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 17,419 | $74.5M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 17,419 | $74.3M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14,423 | $8.9M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 14,423 | $8.0M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 14,423 | $8.0M |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 17,419 | $96.0M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14,423 | $9.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,419 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.