| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INURANCE CENTER | 425 CALIFORNIA STREET SAN FRANCISCO, CA 94104 | BLUE CROSS BLUE SHIELD OF FLORIDA | $103K | — | $103K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSAURNCE COMPANY | $17K | $2K | $19K | 10.31% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | UNITED OF OMAHA LIFE INSAURNCE COMPANY | — | $2K | $2K | 1.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSAURNCE COMPANY | $2K | — | $2K | 0.89% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $3K | $11K | 12.27% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 3.17% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $776 | — | $776 | 0.90% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $6K | 11.59% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $429 | — | $429 | 0.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $6K | 18.04% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.51% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $485 | — | $485 | 1.47% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $765 | $3K | 12.12% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $765 | $765 | 3.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEARCHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $229 | — | $229 | 0.91% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANC COMPANY | $2K | $788 | $3K | 12.78% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | UNITED OF OMAHA LIFE INSURANC COMPANY | — | $788 | $788 | 3.67% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANC COMPANY | $191 | — | $191 | 0.89% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 18.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $218 | — | $218 | 1.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 18.15% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $181 | — | $181 | 1.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 17.72% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5909 PEACHTREE DUNWOODY RD STE 800 ATLANTA, GA 30328 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $173 | — | $173 | 2.29% |
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 | 291 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 255 | $2.1M |
| Dental | UNITED OF OMAHA LIFE INSAURNCE COMPANY | 241 | $182K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 237 | $25K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 291 | $54K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 291 | $87K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 291 | $48K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 291 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.