| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 10151 DEERWOOD PARK BLVD BLDG 100 STE 100 JACKSONVILLE, FL 32256 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | — | $3K | 6.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGENCY OF VA | 11220 ASSETT LOOP STE 304 MANASSAS, VA 20109 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $702 | $702 | 1.79% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE | 10151 DEERWOOD PARK BLVD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 7.63% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE | 10151 DEERWOOD PARK BLVD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 20.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE | 10151 DEERFIELD PARK BLVD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 20.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE | 10151 DEERWOOD PARK BLVD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 14.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC. | 10151 DEERWOOD PARK BLVD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $593 | — | $593 | 9.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF FLORIDA INC INSURANCE AGENT/BROKER | Insurance agents and brokers Service code 22 | SHARON ALEXANDER P172601 10151 DEERWOOD PARK BLVD JACKSONVILLE, FL 32256 | $30K |
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 | 139 | 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) | 139 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 78 | $369K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 158 | $39K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 67 | $6K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 128 | $29K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 29 | $14K |
| Long-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 26 | $17K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 128 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 158 | — |
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."
No prospect flags tripped on this filing.