| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| S. ASSAWAMATIYANONT & OTHER AGENTS3 Filed as: S ASSAWAMATIYANONT AND OTHER AGENTS | 4410 BOUGINVILLA DRIVE APARTMENT 4 LAUDERDALE-BY-THE-SEA, FL 33308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8K | $0 | $8K | 42.62% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2081 VISTA PARKWAY, SUITE 300 WEST PALM BEACH, FL 33411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 6.94% |
| RUSSELL SHAYNE FOX3 Filed as: RUSSELL S. FOX | 5241 CEDAR LAKE ROAD APARTMENT 434 BOYNTON BEACH, FL 33437 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 6.26% |
| GEORGE SCOTT COOKE3 | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | CONTINENTAL AMERICAN INSURANCE COMPANY | $128 | $0 | $128 | 0.70% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 8561 EAST AVENUE MENTOR, OH 44060 | CONTINENTAL AMERICAN INSURANCE COMPANY | $94 | $0 | $94 | 0.52% |
| JILL A HALVERSON3 Filed as: JILL A. HALVERSON | 3359 GARDEN EAST DRIVE, SUITE A PALM BEACH GARDEN, FL 33410 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | $0 | $64 | 0.35% |
| WORKPLACE SOLUTIONS US BENTEC3 | 700 WEST HILLSBORO BOULEVARD BUILDING 2-102 DEERFIELD BEACH, FL 33441 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | $0 | $50 | 0.28% |
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 | 130 | 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) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | CONTINENTAL AMERICAN INSURANCE COMPANY | 130 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.