| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MYRA LEE THOMPSON3 Filed as: MYRA BASS | 105 S DEXTER AVE DELAND, FL 32720 | BLUE CROSS OF CALIFORNIA | $6K | — | $6K | 2.74% |
| ROGERS BENEFIT GROUP INC3 | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | BLUE CROSS OF CALIFORNIA | $5K | — | $5K | 2.00% |
| THE ENTERPRISE TEAM, INC.3 | PO BOX 195579 WINTER SPRINGS, FL 32719 | BLUE CROSS OF CALIFORNIA | $4K | — | $4K | 1.81% |
| ADMINISTRATORS ADVISORY GROUP3 | 105 S. DEXTER AVE DELAND, FL 32720 | BLUE CROSS BLUE SHIELD | $7K | — | $7K | 3.47% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | 1110 DOUGLAS AVE STE 2000 ALTAMONTE SPRINGS, FL 32714 | BLUE CROSS BLUE SHIELD | $3K | — | $3K | 1.79% |
| ADMINISTRATORS ADVISORY GROUP3 | 105 S. DEXTER AVE DELAND, FL 32720 | TRULI | $7K | — | $7K | 3.55% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | 1110 DOUGLAS AVE STE 2000 SUITE 200 ALTAMONTE SPRINGS, FL 32714 | TRULI | $3K | — | $3K | 1.71% |
| ADMINISTRATORS ADVISORY GROUP3 Filed as: ADMINISTRATORS ADVISORY GROUP INC | PO BOX 549 DELAND, FL 32721 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | — | $11K | 8.55% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $3K | $9K | 6.62% |
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 | 149 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 154 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 43 | $608K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 149 | $132K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 149 | $132K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 149 | $132K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 149 | $132K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 149 | $132K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD | 34 | $380K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 149 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 149 | — |
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.