| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EXCELSIOR BENEFITS LLC3 | 23505 SMITHTOWN ROAD SUITE 200 EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $515 | — | $515 | — |
| RDA BENEFITS GROUP INC3 | 8385 NW 157 TERRACE HIALEAH, FL 33016 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $442 | — | $442 | — |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $253 | — | $253 | — |
| WEB TPA3 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $200 | — | $200 | — |
| IMPACT INTERACTIVE LLC3 Filed as: IMPACT INTERACTIVE LLCC | PO BOX 603188 CHARLOTTE, NC 28260 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $50 | — | $50 | — |
| MARIA C ORTIZ3 | 7400 SW 50TH STE300 MIAMI, FL 33155 | AFLAC K9C01 | $24 | — | $24 | — |
| LISSETTE FERNANDEZ3 Filed as: LISSETTE MARIA FERNANDEZ | 75 VALENCIA AVE STE500 CORAL GABLES, FL 33134 | AFLAC K9C01 | $15 | — | $15 | — |
| MARTA M SASTRE3 | 1214 COULUMBUS BLVD CORAL GABLES, FL 33134 | AFLAC K9C01 | $10 | — | $10 | — |
| LIANNE PORTUOND DIAZ3 Filed as: LIANNE PORUOND DIAZ | 133 SHORE DR W MIAMI, FL 33133 | AFLAC K9C01 | $4 | — | $4 | — |
| MARIA CARDENAL3 | 10301 SW 98TH AVE MIAMI, FL 33176 | AFLAC K9C01 | $2 | — | $2 | — |
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 | 6 | 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) | 6 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | 4 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.