| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 45 EGLIN PARKWAY NE SUITE 202 FORT WALTON BEACH, FL 32548 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $86K | $17K | $103K | 12.46% |
| MARK S METTILLE3 | 107 CANDLELIGHT LANE MORRIS, IL 60450 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $41K | — | $41K | 5.00% |
| NORTH FLORIDA FINANCIAL CORPOR3 | 3664 COOLIDGE COURT TALLAHASSE, FL 32311 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 0.16% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $70K | $15K | $85K | 25.49% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 35243 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $7K | $7K | 2.00% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY,LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $15K | $28K | 10.80% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 2.06% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $35K | $15K | $50K | 21.21% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $5K | $5K | 2.06% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $6K | $19K | 21.36% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 2.05% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTERFLEX PAYMENTS, LLC EIN 27-2256926 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $26K |
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 | 991 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 996 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,252 | $11.5M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 825 | $826K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 825 | $826K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 992 | $421K |
| Short-term disability(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 992 | $1.1M |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 992 | $236K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,252 | $11.5M |
| Other(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 1,252 | $12.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,252 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.