| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC | 10739 DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA HEALTH INC | — | $13K | $13K | 0.17% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC | 10739 DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO | $44K | $3K | $47K | 8.57% |
| GREEN HAZEL ASSOCIATES INC3 Filed as: GREEN-HAZEL & ASSOCS INC | 10739 DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $23K | — | $23K | 9.25% |
| TERESA WEST3 | 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18K | — | $18K | 7.07% |
| DWIGHT L PIERCE3 Filed as: DWIGHT PIERCE | C/O BENEFITS SERVICES GRP INC 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.71% |
| BENEFIT TECHNOLOGIES LLC3 | C/O BENEFITS SERVICES GRP INC 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.69% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC | 10739 DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO | $14K | $1K | $16K | 9.55% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC | 10739 DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSRUANCE CO | $11K | — | $11K | 9.40% |
| HAZEL & ASSOCIATES INC3 | 10739 DEERWOOD PARK BOULEVARD SUITE 200 JACKSONVILLE, FL 32256 | ADVANTICA INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| BENEFITS TECHNOLOGIES LLC3 | C/O BENEFITS SERVICES GRP INC 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $973 | — | $973 | 2.06% |
| THOMAS O'NEAL DOUGLAS JR3 | 7936 PINE LAKE ROAD JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $497 | — | $497 | 1.05% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL & ASSOC INC | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $447 | — | $447 | 0.94% |
| DWIGHT L PIERCE3 Filed as: DWIGHT PIERCE | C/O BENEFITS SERVICES GRP INC 8833 PERIMETER PARK BLVD SUITE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $240 | — | $240 | 0.51% |
| THOMAS W COOPER3 | 8833 PERIMETER PARK BLVD JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $102 | — | $102 | 0.22% |
| DAVID B PHILLIPS3 | 8833 PERIMETER PARK BLVD SUITE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $72 | — | $72 | 0.15% |
| MICHAEL SASSER3 | C/O BENEFITS ERVICES GRP INC 8833 PERIMETER PARK BLVD SUITE 802 JACKSONVLLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $39 | — | $39 | 0.08% |
| ROSS LEHMAN3 | 8833 PERIMETER PARK BLVD SUITE #802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.02% |
| FRANK L TOWNSEND III3 | C/O BENEFITS SERVICES GRP INC 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| DONAL LIKENS3 | 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| MELISSA E KLIPP3 | 11681 LOIS JERRY RD JACKSONVILLE, FL 32258 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| ROBERT G FAJANS3 Filed as: ROBERT E LIVINGSTON JR | 505 N LAKEWOOD RUN DR PONTE VEDRA BEACH, FL 32082 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC | 10739 DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO | -$7K | — | -$7K | -22.32% |
| BENEFIT TECHNOLOGIES LLC3 | C/O BENEFITS SERVICES GRP INC 8833 PERIMETER PARK BLVD SUITE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 8.45% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL & ASSOC INC | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 4.23% |
| CHARLES A MUSIL3 Filed as: CHARLES BRADLEY COX | 8833 PERIMETER PARK BLVD SUITE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 2.82% |
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 | 1,849 | 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) | 1,849 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 795 | $1.2M |
| Dental | AETNA LIFE INSURANCE CO | 1,843 | $551K |
| Vision | ADVANTICA INSURANCE COMPANY | 1,208 | $81K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 1,738 | $211K |
| Long-term disability | AETNA LIFE INSRUANCE CO | 1,295 | $119K |
| Other | AETNA LIFE INSURANCE CO | 1,738 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,843 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.