| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREEN LINE BENEFITS3 | 3299 ATLANTIC CIRCLE NAPLES, FL 34119 | BLUE CROSS BLUE SHIELD OF FLORIDA | $14K | $0 | $14K | 5.01% |
| GREEN LINE BENEFITS3 | 3299 ATLANTIC CIRCLE NAPLES, FL 34119 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $2K | $10K | 17.52% |
| MARIA GONZALEZ3 Filed as: MARIA LUISA GONZALEZ | 11804 MESSLER RD GIBSONTON, FL 33534 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $130 | $6K | 10.02% |
| NELSON R COLON3 | 4105 BELLA ISLE CIR KISSIMMEE, FL 34746 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $656 | $4K | 6.07% |
| DANIELS SOLUTIONS LLC3 | 13650 W HILLSBOROUGH AVE TAMPA, FL 33635 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $574 | $1K | $2K | 2.85% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $471 | $2K | 2.82% |
| TIFFANY LEE ALLEN3 | 615 40TH AVE NE SAINT PETERSBURG, FL 33703 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $821 | $0 | $821 | 1.42% |
| MATTHEW HAND3 | 8508 PARROTS LANDING DR TAMPA, FL 33647 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $546 | $0 | $546 | 0.94% |
| MICHAEL R REBER3 Filed as: MICHAEL ROY REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $493 | $0 | $493 | 0.85% |
| DELA ATTIKESSE3 | 3110 GRAND AVE APT 7421 PINELLAS PARK, FL 33782 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $479 | $0 | $479 | 0.83% |
| BLAKE ELLIS GOLDEN3 | 864 ADDISON DR NE SAINT PETERSBURG, FL 33716 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $413 | $0 | $413 | 0.71% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIR STE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $272 | $110 | $382 | 0.66% |
| COACH CONCEPTS INC3 | 4750 HURON ROAD ST PETERSBURG, FL 33708 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $290 | $24 | $314 | 0.54% |
| SHAWN WILLIAM FLANDERS3 | 13650 W HILLSBOROUGH AVE TAMPA, FL 33635 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $119 | $9 | $128 | 0.22% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.02% |
| GREEN LINE BENEFITS3 Filed as: GREEN LINE BENEFITS LLC | 3299 ATLANTIC CIR NAPLES, FL 341198641 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.03% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD FL 2 HAUPPAUGE, NY 11788 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $610 | $610 | 2.03% |
| GREEN LINE BENEFITS3 | 3299 ATLANTIC CIRCLE NAPLES, FL 34119 | HEALTH OPTIONS, INC. | $475 | $0 | $475 | 4.41% |
| GREEN LINE BENEFITS3 | 3299 ATLANTIC CIRCLE NAPLES, FL 34119 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $2K | $2K | $4K | 34.80% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $773 | $773 | 7.48% |
| GREEN LINE BENEFITS3 Filed as: GREEN LINE BENEFITS LLC | 3299 ATLANTIC CIR NAPLES, FL 341198641 | HUMANA INSURANCE COMPANY | $579 | $0 | $579 | 10.17% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | HUMANA INSURANCE COMPANY | $22 | $0 | $22 | 0.39% |
| GREEN LINE BENEFITS3 Filed as: GREEN LINE BENEFITS LLC | 3299 ATLANTIC CIR NAPLES, FL 341198641 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $421 | $0 | $421 | 16.47% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $140 | $140 | 5.48% |
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 | 218 | 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) | 218 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 43 | $294K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 63 | $30K |
| Vision(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 63 | $36K |
| Life insurance(3 contracts, 3 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 218 | $98K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 218 | $40K |
| Long-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 63 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 218 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.