| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: M. E. WILSON COMPANY, LLC | SUITE 200 TAMPA, FL 33606 | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $4K | — | $4K | 0.64% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST # 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $3K | $17K | 16.65% |
| ENROLLMENT ALLIANCE LLC5 | 1724 E 5TH AVE TAMPA, FL 33605 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 2.52% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST # 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| M.E. WILSON COMPANY, LLC3 | C/0 M.E TAMPA, FL 33601 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 16.78% |
| DAVIS II COMPANIES LLC3 | 5426 BAY CENTER DR TAMPA, FL 33609 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $32 | — | $32 | 0.20% |
| HARRISON-DAVIS INC3 | 5426 BAY CENTER DR TAMPA, FL 33609 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11 | — | $11 | 0.07% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E WILSON CO LLC | 300 W PLATT ST # 200 TAMPA, FL 33606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
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 | 141 | 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) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 141 | $543K |
| Dental(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 56 | $51K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $100K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $100K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $100K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $100K |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 118 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.