| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | 9850 NW 41ST STREET, SUITE 100 MIAMI, FL 33178 | AETNA HEALTH, INC. | $0 | $61K | $61K | 3.17% |
| SELDEN BEATTIE BENEFIT ADVISORS3 Filed as: SELDEN BEATTIE BENEFITS ADVISORS | 3150 SW 38TH AVENUE, SUITE 901 CORAL GABLES, FL 33146 | AETNA HEALTH, INC. | $0 | $15K | $15K | 0.76% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | 9850 NW 41ST STREET, SUITE 100 MIAMI, FL 33178 | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | $0 | $14K | 7.53% |
| SELDEN BEATTIE BENEFIT ADVISORS3 Filed as: SELDEN BEATTIE BENEFITS ADVISORS | 3150 SW 38TH AVENUE, SUITE 901 CORAL GABLES, FL 33146 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | $0 | $7K | 3.45% |
| WILLIAM GROSSMAN3 | 2300 RENAISSANCE BOULEVARD KING OF PRUSSIA, PA 19406 | CAPITAL HEALTH PLAN | $3K | $0 | $3K | 2.06% |
| BEVERLY BEATTIE3 | 3150 SW 38TH AVENUE CORAL GABLES, FL 33146 | CAPITAL HEALTH PLAN | $839 | $0 | $839 | 0.67% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY, LLC | 9850 NW 41ST STREET, SUITE 100 MIAMI, FL 33178 | AETNA LIFE INSURANCE COMPANY | $6K | $704 | $6K | 5.62% |
| SELDEN BEATTIE BENEFIT ADVISORS3 Filed as: SELDEN BEATTIE BENEFITS ADVISORS | 3150 SW 38TH AVENUE, SUITE 901 CORAL GABLES, FL 33146 | AETNA LIFE INSURANCE COMPANY | $1K | $166 | $1K | 1.27% |
| DARLING J LIE NIELSEN3 Filed as: DARLING J. LIE NIELSEN | 201 ALHAMBRA CIRCLE, SUITE 703 CORAL GABLES, FL 33134 | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $362 | $877 | $1K | 4.56% |
| ROBERT J POLEO3 Filed as: ROBERT J. POLEO | 201 ALHAMBRA CIRCLE, SUITE 703 CORAL GABLES, FL 33134 | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $0 | $72 | $72 | 0.27% |
| CHARLES E MC INTYRE3 Filed as: CHARLES E. MC INTYRE | 1200 NORTH FEDERAL HIGHWAY SUITE 300 BOCA RATON, FL 33432 | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $36 | $4 | $40 | 0.15% |
| CUNDY, INC.3 | PO BOX 24080 FORT LAUDERDALE, FL 33307 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | $0 | $0 | 0.00% |
| THOMAS C CUNDY REVOCABLE TRUST3 Filed as: THOMAS C. CUNDY REVOCABLE TRUST | 600 BRICKELL AVENUE, 23RD FLOOR MIAMI, FL 33131 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 4.02% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICES, INC. | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 1.44% |
| THEODORE JAMES MCGONIGAL3 | 3525 BELLAND CIRCLE CLERMONT, FL 34711 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.41% |
| CORY JOSEPH FANECA3 | 3308 50TH AVENUE EAST BRADENTON, FL 34203 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.21% |
| STEVEN VERMETTE INC3 Filed as: STEVEN VERMETTE, INC. | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.21% |
| TITON ASSOCIATES, INC.3 | 4141 NW 10TH STREET COCONUT CREEK, FL 33066 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.10% |
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 | 141 | 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) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | AETNA HEALTH, INC. | 288 | $2.1M |
| Dental | AETNA LIFE INSURANCE COMPANY | 288 | $113K |
| Vision | AETNA LIFE INSURANCE COMPANY | 288 | $113K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 145 | $189K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 145 | $189K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 145 | $189K |
| Prescription drug(4 contracts, 4 carriers) | AETNA HEALTH, INC. | 288 | $2.1M |
| Other(4 contracts, 4 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 145 | $218K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 288 | — |
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."
No prospect flags tripped on this filing.