| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL AND ASSOCIATES, INC. | 10739 DEERWOOD PARK BOULEVARD SUITE 200 JACKSONVILLE, FL 32256 | BLUE CROSS BLUE SHIELD OF FLORIDA | $109K | — | $109K | 3.50% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL AND ASSOCIATES, INC. | 10739 DEERWOOD PARK BOULEVARD SUITE 200 JACKSONVILLE, FL 32256 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $342 | $14K | 6.41% |
| MF IRVINE COMPANIES LLC3 Filed as: MF IRVINE COMPANIES, LLC | 21 EAST 5TH AVENUE, SUITE 204 CONSHOHOCKEN, PA 19428 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $300 | $7K | 3.31% |
| JOHNSON KENDALL AND JOHNSON3 Filed as: JOHNSON KENDALL JOHNSON | 109 PHEASANT RUN NEWTOWN, PA 18940 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 2.16% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL AND ASSOCIATES, INC. | 10739 DEERWOOD PARK BOULEVARD SUITE 200 JACKSONVILLE, FL 32256 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 5.30% |
| JOHNSON KENDALL AND JOHNSON3 Filed as: JOHNSON KENDALL JOHNSON | 109 PHEASANT RUN NEWTOWN, PA 18940 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 4.37% |
| MF IRVINE COMPANIES LLC3 Filed as: MF IRVINE COMPANIES, LLC | 21 EAST 5TH AVENUE CONSHOHOCKEN, PA 19428 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 3.21% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE SUITE1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $138 | $138 | 0.09% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL AND ASSOCIATES, INC. | 10739 DEERWOOD PARK BOULEVARD SUITE 200 JACKSONVILLE, FL 32256 | VISION SERVICE PLAN | $653 | — | $653 | 1.69% |
| MF IRVINE COMPANIES LLC3 Filed as: M.F. IRVINE COMPANIES LLC | 21 EAST 5TH AVENUE, SUITE 204 CONSHOHOCKEN, PA 19428 | VISION SERVICE PLAN | $644 | — | $644 | 1.67% |
| JOHNSON KENDALL AND JOHNSON3 | BENEFITS INC 109 PHEASANT RUN NEWTOWN, PA 18940 | VISION SERVICE PLAN | $298 | — | $298 | 0.77% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZELAND ASSOCIATES, INC. | 10739 DEERWOOD PARK BOULEVARD SUITE 200 JACKSONVILLE, FL 32256 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPROATION | $820 | $19 | $839 | 5.17% |
| MF IRVINE COMPANIES LLC3 Filed as: MF IRVINE COMPANIES, LLC | 21 EAST 5TH AVENUE, SUITE 204 CONSHOHOCKEN, PA 19428 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPROATION | $415 | — | $415 | 2.56% |
| JOHNSON KENDALL AND JOHNSON3 Filed as: JOHNSON KENDALL JOHNSON | 109 PHEASANT RUN NEWTOWN, PA 18940 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPROATION | $263 | — | $263 | 1.62% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SCVCES., INC | 55 EAST JACKSON BOULEVARD CHICAGO, IL 60604 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 19.94% |
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 | 376 | 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) | 376 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 295 | $3.1M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 440 | $229K |
| Vision | VISION SERVICE PLAN | 241 | $39K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 376 | $149K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 376 | $149K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 295 | $3.1M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 440 | $374K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 440 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.