| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC 10739 | DEERWOOD PARK BLD SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO. | $40K | — | $40K | 7.67% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC 10739 | DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA | $14K | — | $14K | 8.53% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC 10739 | DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA | $8K | — | $8K | 9.63% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE - HAZEL & ASSOCIATES, INC. | 10739 DEERWOOD PARK BOULEVARD SUITE JACKSONVILLE, FL 32256 | ADVANTICA INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | — | $9K | 11.00% |
| TERESA WEST3 | 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 4.51% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $651 | — | $651 | 0.84% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $392 | — | $392 | 0.51% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10K | — | $10K | 15.53% |
| TERESA WEST3 | 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 2.83% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $857 | — | $857 | 1.37% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $203 | — | $203 | 0.32% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 17.38% |
| TERESA WEST3 | 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.47% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $450 | — | $450 | 1.17% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $145 | — | $145 | 0.38% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $493 | — | $493 | 1.34% |
| THOMAS O'NEAL DOUGLAS JR3 | 605 TIMBER POND DR PONTE VEDRA BEACH, FL 32082 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $374 | — | $374 | 1.02% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $316 | — | $316 | 0.86% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 EAST TAFT STREET SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $132 | — | $132 | 0.36% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $93 | — | $93 | 0.25% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $62 | — | $62 | 0.17% |
| THOMAS W COOPER3 | 1200 E TAFT AVENUE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $56 | — | $56 | 0.15% |
| DAVID B PHILLIPS3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.15% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $53 | — | $53 | 0.14% |
| BENEFITS TECHNOLOGIES LLC3 | C/O BENEFITS SERVICES GRP INC 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $41 | — | $41 | 0.11% |
| MICHAEL SASSER3 | 1200 E TAFT AVENUE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.10% |
| ROSS LEHMAN3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| DONALD LIKENS3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| FRANK L TOWNSEND III3 | C/O BENEFITS SERVICES GRP INC 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| MELISSA E KLIPP3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| THOMAS O'NEAL DOUGLAS JR3 | 7936 PINE LAKE ROAD JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 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 | $2 | — | $2 | 0.01% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 20.94% |
| TERESA WEST3 | 8833 PERIMETER PARK BLVD STE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.03% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $454 | — | $454 | 1.35% |
| BENEFITS TECHNOLOGIES LLC3 | 1200 E TAFT AVE SAPULPA, OK 74066 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $105 | — | $105 | 0.31% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL ASSOC INC 1073 | DEERWOOD PARK BLVD SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO | $758 | — | $758 | 2.78% |
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 | 1,709 | 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) | 1,709 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 181 | $830K |
| Dental | AETNA LIFE INSURANCE CO. | 1,679 | $528K |
| Vision | ADVANTICA INSURANCE COMPANY | 1,092 | $78K |
| Life insurance(2 contracts, 2 carriers) | AETNA | 1,649 | $201K |
| Short-term disability | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 276 | $78K |
| Long-term disability | AETNA | 1,291 | $86K |
| Other(4 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 1,649 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,679 | — |
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.