| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLTRUST INSURANCE3 | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | $0 | $21K | 4.04% |
| ALLTRUST INSURANCE3 | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $0 | $12K | 3.97% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | EYEMED ON BEHALF OF THE FIFELITY SECURITY LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.87% |
| ALLTRUST INSURANCE3 | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 4.33% |
| ALLTRUST INSURANCE3 | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 6.49% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $5K | $0 | $5K | 8.72% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM, INC | 300 FIRST AVENUE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $25 | $0 | $25 | 0.05% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $537 | $0 | $537 | 6.73% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP INC | 80 S 8TH STREET SUITE 700 MINNEAPOLIS, MN 55402 | ALLSTATE BENEFITS | $917 | $0 | $917 | 18.83% |
| SERVANT HR INC3 Filed as: SERVANT HR | 10412 ALLISONVILLE ROAD SUITE 206 FISHERS, IN 46038 | ALLSTATE BENEFITS | $504 | $0 | $504 | 10.35% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | P.O. BOX 11229 COLUMBIA, SC 29211 | ALLSTATE BENEFITS | $31 | $0 | $31 | 0.64% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $289 | $0 | $289 | 7.89% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $13 | $0 | $13 | 0.35% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $234 | $0 | $234 | 8.07% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $15 | $0 | $15 | 0.52% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $161 | $0 | $161 | 6.41% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $11 | $0 | $11 | 0.44% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $159 | $0 | $159 | 7.94% |
| SHAWN FERGUSON3 | 7822 110TH AVE E PARRISH, FL 34219 | ALLSTATE BENEFITS | $5 | $0 | $5 | 0.25% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $38 | $0 | $38 | 2.07% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $134 | $0 | $134 | 7.30% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $6 | $0 | $6 | 0.33% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $35 | $0 | $35 | 2.10% |
| ACRISURE LLC3 Filed as: ACRISURE,LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $95 | $0 | $95 | 7.11% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE INSURANCE BENEFITS | $143 | $0 | $143 | 11.60% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE INSURANCE | $40 | $0 | $40 | 3.39% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM, INC | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE INSURANCE | $6 | $0 | $6 | 0.51% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE INSURANCE BENEFITS | $61 | $0 | $61 | 5.23% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $7 | $0 | $7 | 0.69% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $99 | $0 | $99 | 11.25% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE INSURANCE BENEFITS | $3 | $0 | $3 | 0.36% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $30 | $0 | $30 | 3.58% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $30 | $0 | $30 | 4.08% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $36 | $0 | $36 | 5.64% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM, INC | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 34683 | ALLSTATE BENEFITS | $6 | $0 | $6 | 0.94% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $7 | $0 | $7 | 1.26% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $21 | $0 | $21 | 4.33% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE INSURANCE BENEFITS | $94 | $0 | $94 | 19.42% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $43 | $0 | $43 | 9.07% |
| WALLACE WELCH & WILLINGHAM INC3 | 300 FIRST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $3 | $0 | $3 | 0.63% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $19 | $0 | $19 | 4.16% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $33 | $0 | $33 | 9.94% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | ALLSTATE BENEFITS | $13 | $0 | $13 | 10.74% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $1.2M |
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 | 3,150 | 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) | 3,150 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 3,073 | $1.0M |
| Vision | EYEMED ON BEHALF OF THE FIFELITY SECURITY LIFE INSURANCE COMPANY | 2,353 | $151K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,150 | $189K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 998 | $304K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,157 | $509K |
| Stop-loss / reinsurancereinsurance(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 3,073 | $2.4M |
| Other(32 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,150 | $286K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,157 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.