| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $91K | $91K | 4.15% |
| JOHN SPOONER3 | 2290 LUCIEN WAY MAITLAND, FL 32751 | CAPITAL HEALTH PLAN | $10K | — | $10K | 2.91% |
| WENDY SILVERS3 | 657 SAINT ANDRES CIR NEW SMYRNA BEACH, FL 32168 | AFLAC | $9K | $656 | $9K | 6.01% |
| ERIN L KIRKLAND3 Filed as: ERIN KIRKLAND | 1775 PINE PARK RD CAIRO, GA 39828 | AFLAC | $7K | $501 | $8K | 4.97% |
| JEFFREY B HAWKINS3 Filed as: JEFFREY HAWKINS | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $1K | $153 | $2K | 1.04% |
| VICKI M DICKERT3 Filed as: VICKI DICKERT | 103 LAUGHING GULL LN CARRABELLE, FL 32322 | AFLAC | $1K | $116 | $1K | 0.95% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP INC | 1425 PIEDMOND DR E STE 101B TALLAHASSEE, FL 32308 | AFLAC | $1K | $116 | $1K | 0.93% |
| AUDRIE UTLEY3 | 3325 QUEEN PALM DR EDGEWATER, FL 32141 | AFLAC | $932 | $30 | $962 | 0.62% |
| JACQUELYN M RECTOR3 Filed as: JACQUELYN RECTOR | 1104 S DAYTONA AVE FLAGLER BEACH, FL 32136 | AFLAC | $778 | $153 | $931 | 0.60% |
| GLENN L DAYTON3 Filed as: GLENN DAYTON | 192 FAIRWAY MEADOWS DR 211 HAYESVILLE, NC 28904 | AFLAC | $648 | — | $648 | 0.42% |
| ASSURANCE AGENCY LTD3 Filed as: CROSS ASSURANCE GROUP INC | PO BOX 15631 TALLAHASSEE, FL 32317 | AFLAC | $594 | — | $594 | 0.38% |
| SARAH E NUNZIATO3 Filed as: SARAH NUNZIATO | 98 GREEN FOREST DR ORMOND BEACH, FL 32174 | AFLAC | $574 | — | $574 | 0.37% |
| MARIANNE F BOOTH3 Filed as: MARIANNE BOOTH | PO BOX 359 TRILBY, FL 33593 | AFLAC | $261 | $43 | $304 | 0.20% |
| TDG FINANCIAL SERVICES INC3 Filed as: TDG FINANCIAL SERVICES, INC | 192 FAIRWAY MEADOWS DR HAYESVILLE, NC 28904 | AFLAC | $206 | — | $206 | 0.13% |
| JAMES M PITZ3 Filed as: JAMES LANDINGHAM | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $193 | — | $193 | 0.12% |
| DAVID MORRIS3 | 15961 PRICKLY PEAR TER APT 104 ODESSA, FL 33556 | AFLAC | $121 | — | $121 | 0.08% |
| USI INSURANCE SERVICES LLC3 | 2502 N ROCKY POINT DR STE 400 TAMPA, FL 33607 | AFLAC | $117 | — | $117 | 0.08% |
| CHRISTOPHER HIGGINS3 | 2030 UMBRELLA TREE DR EDGEWATER, FL 32141 | AFLAC | $112 | — | $112 | 0.07% |
| JOSEPH DUCKETT3 | 113 SILKY SULLIVAN WAY CANTON, GA 30115 | AFLAC | $107 | — | $107 | 0.07% |
| KATHLEEN JOICE HARKNESS3 Filed as: KATHLEEN HARKNESS | 140 WYNDCHASE DR JACKSON, TN 38305 | AFLAC | $92 | — | $92 | 0.06% |
| OLIVE SIMPLE BENEFIT SOLUTIONS LLC3 | 9004 BILLINGSGATE PL LOUISVILLE, KY 40242 | AFLAC | $66 | $10 | $76 | 0.05% |
| MEREDITH K SCHAEFER3 Filed as: MEREDITH SCHAEFER | 1011 HARBERT ST TALLAHASSEE, FL 32303 | AFLAC | $75 | — | $75 | 0.05% |
| BYRON L GROVE3 Filed as: BYRON GROVE | 11260 CHESTER RD STE 500 CINCINNATI, OH 45246 | AFLAC | $58 | $10 | $68 | 0.04% |
| SCOTT D HAWKINS INC3 | 3216 MEDICI BLVD NEW SMYRNA, FL 32168 | AFLAC | $66 | — | $66 | 0.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1117 THOMASVILLE RD TALLAHASSEE, FL 32303 | AFLAC | $64 | — | $64 | 0.04% |
| JOSEPH D BROCK, JR3 Filed as: JOSEPH BROCK JR | 275 MIDDLE WAY NEW SMYRNA BEACH, FL 32169 | AFLAC | $62 | — | $62 | 0.04% |
| SUSAN BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $58 | — | $58 | 0.04% |
| THOMAS A HOUSE3 Filed as: THOMAS HOUSE | 653 W OSCEOLA ST APT C CLERMONT, FL 34711 | AFLAC | $53 | — | $53 | 0.03% |
| MATTHEW HAND3 | 8508 PARROTS LANDING DR TAMPA, FL 33647 | AFLAC | $47 | — | $47 | 0.03% |
| DAGMAR BENEDIK3 | 7001 142ND AVE LOT 334 LARGO, FL 33771 | AFLAC | $39 | — | $39 | 0.03% |
| JAY KAMINSKY3 | 6840 12TH AVE N SAINT PETERSBURG, FL 33710 | AFLAC | $38 | — | $38 | 0.02% |
| JENNIE MOORE HAWKINS3 Filed as: JENNIE M HAWKINS INC | 4215 S RIDGEWOOD AVE STE 104 PORT ORANGE, FL 32127 | AFLAC | $35 | — | $35 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INC | PO BOX 745061 ATLANTA, GA 30374 | AFLAC | $29 | — | $29 | 0.02% |
| MIRIAM C WATKINS3 Filed as: MIRIAM WATKINS | 3456 EXMOUTH LN TALLAHASSEE, FL 32317 | AFLAC | $29 | — | $29 | 0.02% |
| D'ASCOLI INC3 | 9039 CALLE ALTA NEW PORT RICHEY, FL 34655 | AFLAC | $28 | — | $28 | 0.02% |
| THOMAS A HOUSE3 Filed as: THOMAS HOUSE JR | 100 ASHLEIGH DR BRUNSWICK, OH 44212 | AFLAC | $28 | — | $28 | 0.02% |
| ASHLEY CROOK3 | 3187 ESSEX PLACE DR MOBILE, AL 36695 | AFLAC | $27 | — | $27 | 0.02% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $26 | — | $26 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $25 | — | $25 | 0.02% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC | $18 | — | $18 | 0.01% |
| JENNIE HAWKINS3 | 4215 S RIDGEWOOD AVE STE 104 PORT ORANGE, FL 32127 | AFLAC | $18 | — | $18 | 0.01% |
| JULIE SLAUGHTER3 | 31211 GRANDON ST LIVONIA, MI 48150 | AFLAC | $16 | — | $16 | 0.01% |
| SANDRA ADAMS3 | 1817 CYPRESS POINT RD OCALA, FL 34472 | AFLAC | $16 | — | $16 | 0.01% |
| DANIEL V ADAMS3 Filed as: DANIEL ADAMS | 3857 SCOTT CHURCH RD MARIANNA, FL 32448 | AFLAC | $10 | — | $10 | 0.01% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR | 1656 GRAND ISLE BLVD MELBOURNE, FL 32940 | AFLAC | $10 | — | $10 | 0.01% |
| AMY SUSANNE STEED3 Filed as: AMY STRONG | 1004 JORDAN LN TEXARKANA, TX 75503 | AFLAC | $9 | — | $9 | 0.01% |
| DANIEL YAPPEL3 | 100 HAMPTON RD LOT 173 CLEARWATER, FL 33759 | AFLAC | $9 | — | $9 | 0.01% |
| GSL MARKETING INC3 | PO BOX 358198 GAINSEVILLE, FL 32635 | AFLAC | $8 | — | $8 | 0.01% |
| JANINE FOX3 | 18 HAVILAND DR SCHENECTADY, NY 12302 | AFLAC | $7 | — | $7 | 0.00% |
| JIMMY LEON JOHNSON3 Filed as: JIMMY JOHNSON | 411 WALNUT ST 16846 GREEN COVE SPRINGS, FL 32043 | AFLAC | $6 | — | $6 | 0.00% |
| J W GRIMES INC3 | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $6 | — | $6 | 0.00% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $6 | — | $6 | 0.00% |
| JAMES CAMPBELL & ASSOCIATES3 Filed as: JAMES CROSS | PO BOX 15631 TALLAHASSEE, FL 32317 | AFLAC | $5 | — | $5 | 0.00% |
| MKF & ASSOCIATES INC3 | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $5 | — | $5 | 0.00% |
| JEFFREY GLENN YARISH3 Filed as: JEFFREY YARISH | 8575 SUNSET CT TREASURE ISLAND, FL 33706 | AFLAC | $5 | — | $5 | 0.00% |
| JOHN THOMPSON3 | 236 HAVERSHAM RD DELTONA, FL 32725 | AFLAC | $5 | — | $5 | 0.00% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | PO BOX 302 BRADFORDWOODS, PA 15015 | AFLAC | $4 | — | $4 | 0.00% |
| JAMES R MIRABELLI3 Filed as: JAMES MIRABELLI | 3683 W LAKE ESTATES DR DAVIE, FL 33328 | AFLAC | $3 | — | $3 | 0.00% |
| JACK FISHER3 | 1452 N US HIGHWAY 1 STE 104 ORMOND BEACH, FL 32174 | AFLAC | $3 | — | $3 | 0.00% |
| CARSON LEE CHERRY3 Filed as: CARSON CHERRY | 1425 PIEDMONT DR E STE 101B TALLAHASSEE, FL 32308 | AFLAC | $3 | — | $3 | 0.00% |
| HORACE R WEAVER III3 Filed as: HORACE WEAVER III | 2512 GARDEN ST MERAUX, LA 70075 | AFLAC | $3 | — | $3 | 0.00% |
| EDWARD DANIELS3 | 12548 KNOLLCREST CT JACKSONVILLE, FL 32225 | AFLAC | $2 | — | $2 | 0.00% |
| FRAN C HARGARTEN III3 Filed as: FRAN HARGARTEN III | 1140 MOSSY ROCK RD NW KENNESAW, GA 30152 | AFLAC | $2 | — | $2 | 0.00% |
| AMY GREEN3 | 530 E 45TH ST SAVANNAH, GA 31405 | AFLAC | $2 | — | $2 | 0.00% |
| JESSICA ESKEW3 | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $2 | — | $2 | 0.00% |
| ROBERT P FERRONE3 Filed as: ROBERT FERRONE | 262 AUTUMN TRAIL WAY WAVERLY HALL, GA 31831 | AFLAC | $2 | — | $2 | 0.00% |
| SHERI CROOK INC3 | 2151 COOK LN ALVA, FL 33920 | AFLAC | $2 | — | $2 | 0.00% |
| OMER S BASS IV3 Filed as: OMER BASS IV | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $1 | — | $1 | 0.00% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $1 | — | $1 | 0.00% |
| BRIAN WHITE3 Filed as: BRIAN HANLEY | 1862 KEYSTONE PL SCHAUMBURG, IL 60193 | AFLAC | $1 | — | $1 | 0.00% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY STE 100 APT 208 CHARLOTTE, NC 28269 | AFLAC | $1 | — | $1 | 0.00% |
| BRANDON C ADAMS3 Filed as: BRANDON ADAMS | 64 SHELBY DR CRAWFORDVILLE, FL 32327 | AFLAC | $1 | — | $1 | 0.00% |
| MARK C LEE3 Filed as: MARK LEE | 1150 COUNTY LINE RD MIDLAND, GA 31820 | AFLAC | $1 | — | $1 | 0.00% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA REILLY | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $1 | — | $1 | 0.00% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $1 | — | $1 | 0.00% |
| CECIL T SALMON3 Filed as: CECIL SALMON | 27 RAMBLEWOOD DR PALM COAST, FL 32164 | AFLAC | $1 | — | $1 | 0.00% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $1 | — | $1 | 0.00% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $1 | — | $1 | 0.00% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $1 | — | $1 | 0.00% |
| THOMAS WILLIAM GRAY3 Filed as: THOMAS GRAY | 901 RIGGINS RD APT 314 TALLAHASSEE, FL 32308 | AFLAC | $1 | — | $1 | 0.00% |
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 | 386 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 386 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 386 | $2.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 0 | $0 |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 275 | $156K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 0 | $0 |
| Other | HARTFORD LIFE AND ACCIDENT | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 386 | — |
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.