| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | 220 S RIDGEWOOD AVE, SUITE 500 DAYTONA BEACH, FL 32114 | AETNA HEALTH, INC. | — | $6K | $6K | 0.24% |
| SHARON LYNN SMITH3 | 1650 SAND LAKE RD, STE 201D ORLANDO, FL 32809 | AFLAC | $3K | $62 | $3K | 2.62% |
| BARRY BEVERLY3 Filed as: BARRY BEVERLY AND ASSOCIATES, INC. | 11521 S BLACK FOREST DR SANDY, UT 84094 | AFLAC | $2K | $129 | $3K | 2.09% |
| NEENA W BEVERLY3 Filed as: NEENA W. BEVERLY | 11521 S BLACK FOREST DR SANDY, UT 84094 | AFLAC | $2K | $0 | $2K | 1.41% |
| GEORGE EIDSON AGENCY INC3 Filed as: GEORGE EIDSON AGENCY, INC. | P.O. BOX 540209 ORLANDO, FL 32854 | AFLAC | $2K | $0 | $2K | 1.31% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP, INC. | 1650 SAND LAKE RD, STE 201D ORLANDO, FL 32809 | AFLAC | $1K | $86 | $2K | 1.25% |
| DIXON & DIXON ENTERPRISES INC3 Filed as: DIXON & DIXON ENTERPRISES, INC. | 9950 SHADOW CREEK DR ORLANDO, FL 32832 | AFLAC | $1K | $57 | $1K | 1.08% |
| LARA CARLSON3 Filed as: LARA K. CARLSON | 106 LAUREL VIEW DR ST SIMONS ISLAND, GA 31522 | AFLAC | $1K | $0 | $1K | 1.05% |
| DONALD E ROBINSON3 Filed as: DONALD E. ROBINSON | 16107 E SHIRLEY SHORES RD TAVARES, FL 32778 | AFLAC | $1K | $0 | $1K | 1.04% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT L. TRAPNELL, JR. | 19 N INDIAN RIVER DR, APT 701 COCOA, FL 32922 | AFLAC | $853 | $0 | $853 | 0.69% |
| DANA BROOKS SMITH3 | 310 E 5TH ST SAINT CLOUD, FL 34769 | AFLAC | $713 | $0 | $713 | 0.57% |
| MKF & ASSOCIATES INC3 Filed as: MKF & ASSOCIATES, INC. | 4505 PINE TREE CIR, STE 201 BIRMINGHAM, AL 35243 | AFLAC | $646 | $0 | $646 | 0.52% |
| SUZETTE SOSSONG3 | 9828 MORNINGSIDE DR LEESBURG, FL 34788 | AFLAC | $623 | $8 | $631 | 0.51% |
| BARBARA S HERMES3 Filed as: BARBARA S. HERMES | 156 PRAIRIE DUNE WAY ORLANDO, FL 32828 | AFLAC | $450 | $110 | $560 | 0.45% |
| CAROL H GILLEY3 Filed as: CAROL H. GILLEY | 566 WALDEN WAY WINTER SPRINGS, FL 32708 | AFLAC | $396 | $0 | $396 | 0.32% |
| SHANNON SPRADLING3 | 1875 CARROLL DR SAINT CLOUD, FL 34771 | AFLAC | $293 | $48 | $341 | 0.27% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA ALMOND | P.O. BOX 150804 ALTAMONTE SPRINGS, FL 32715 | AFLAC | $331 | $0 | $331 | 0.27% |
| J W GRIMES INC3 Filed as: J.W. GRIMES, INC. | 7659 HERITAGE CROSSING WAY REUNION, FL 34747 | AFLAC | $305 | $0 | $305 | 0.24% |
| TALLON AND ASSOCIATES INC3 Filed as: TALLON AND ASSOCIATES, INC. | P.O. BOX 30668 PALM BEACH GARDENS, FL 33420 | AFLAC | $298 | $0 | $298 | 0.24% |
| LISA D ALLEN3 Filed as: LISA D. ALLEN | 15200 PARK ROW BLVD, 1106 HOUSTON, TX 77084 | AFLAC | $268 | $0 | $268 | 0.22% |
| MARIA V. LANZA3 Filed as: MARIA C. LEGARDA | 4785 TARFLOWER LN ORLANDO, FL 32829 | AFLAC | $180 | $72 | $252 | 0.20% |
| SUSAN R MAYER3 Filed as: SUSAN R. MAYER | 644 LONGMEADOW CIRCLE LONGWOOD, FL 32779 | AFLAC | $222 | $0 | $222 | 0.18% |
| JEANNE L COKER3 Filed as: JEANNE L. COKER | 734 CHEROKEE RD LAGRANGE, GA 30240 | AFLAC | $218 | $0 | $218 | 0.18% |
| LESLIE K KIMBROUGH3 | P.O. BOX 273488 BOCA RATON, FL 33427 | AFLAC | $130 | $86 | $216 | 0.17% |
| THE MASTERS AGENCY INC3 Filed as: THE MASTERS AGENCY, INC. | 2420 LAKE VISTA COURT #114 CASSELBERRY, FL 32707 | AFLAC | $134 | $0 | $134 | 0.11% |
| DAWN T SUCHECKI3 Filed as: DAWN T. SUCHECKI | 3850 VINE STREET, SUITE 130 RIVERSIDE, CA 92507 | AFLAC | $120 | $0 | $120 | 0.10% |
| JAMES R YOUNG3 Filed as: JAMES R. YOUNG | 5330 CLARK RD SARASOTA, FL 34233 | AFLAC | $119 | $0 | $119 | 0.10% |
| CHARLES F GREER3 Filed as: CHARLES F. GREER | 2888 ALOMA LAKE RUN OVIEDO, FL 32765 | AFLAC | $82 | $24 | $106 | 0.09% |
| DEBRA L DENNIS3 Filed as: DEBRA L. DENNIS | 227 BROADMOOR AVE LAKE MARY, FL 32746 | AFLAC | $90 | $0 | $90 | 0.07% |
| DAVIDSON WALLACE3 | 707 SUNBURST COVE LN WINTER GARDEN, FL 34787 | AFLAC | $73 | $14 | $87 | 0.07% |
| ROGER D. HAILE3 | P.O. BOX 591 HOPKINSVILLE, KY 42241 | AFLAC | $56 | $0 | $56 | 0.04% |
| PATRICK B SILVA3 Filed as: PATRICK B. SILVA | 12027 PHILBROOK COURT ORLANDO, FL 32825 | AFLAC | $52 | $0 | $52 | 0.04% |
| AMY C JANTZER3 Filed as: AMY C. JANTZER | 2615 MAITLAND CROSSING WAY, #9207 ORLANDO, FL 32810 | AFLAC | $49 | $0 | $49 | 0.04% |
| MICHAEL W THOMPSON3 Filed as: MICHAEL W. THOMPSON | 30010 DONNINGTON LOOP MOUNT DORA, FL 32757 | AFLAC | $45 | $0 | $45 | 0.04% |
| LEE L EURE3 Filed as: LEE L. EURE | 724 E 49TH ST UNIT C SAVANNAH, GA 31405 | AFLAC | $34 | $0 | $34 | 0.03% |
| LINDA SAURI3 Filed as: LINDA I. SAURI | P.O. BOX 520914 LONGWOOD, FL 32752 | AFLAC | $29 | $0 | $29 | 0.02% |
| CATHERINE L LEE3 Filed as: CATHERINE L. LEE | 1444 SOUTH 17TH ST WILMINGTON, NC 28401 | AFLAC | $27 | $0 | $27 | 0.02% |
| MANOEL GOUVEIA3 Filed as: MANOEL E. GOUVEIA | 475 ROCHESTER ST OVIEDO, FL 32765 | AFLAC | $24 | $0 | $24 | 0.02% |
| JAMES ARTHUR HARBOUR3 | 1100 ALAKEA STREET, SUITE 3200 HONOLULU, HI 96813 | AFLAC | $14 | $0 | $14 | 0.01% |
| ENTERPRISES D. ANDREWS INC.3 | P.O. BOX 7102 FT LAUDERDALE, FL 33338 | AFLAC | $13 | $0 | $13 | 0.01% |
| INS SERVICES OF ORLANDO3 | P.O. BOX 585026 ORLANDO, FL 32858 | AFLAC | $11 | $0 | $11 | 0.01% |
| NANCY J. BACHAY3 | 40600 LOUISE RD UMATILLA, FL 32784 | AFLAC | $10 | $0 | $10 | 0.01% |
| NANCY CLIFTON3 | 184 VILLA DI ESTE TERRACE, UNIT 112 LAKE MARY, FL 32746 | AFLAC | $10 | $0 | $10 | 0.01% |
| CHARLIE G JOHNSTON3 Filed as: CHARLIE G. JOHNSTON | 1124 JIM MEYER DR #A ALEXANDRIA, LA 71303 | AFLAC | $8 | $0 | $8 | 0.01% |
| DAVID CHILDERS3 | 911 FERNDELL RD ORLANDO, FL 32808 | AFLAC | $6 | $0 | $6 | 0.00% |
| LUTON TATUM3 | P.O. BOX 338 HOPKINSVILLE, KY 42240 | AFLAC | $5 | $0 | $5 | 0.00% |
| J W GRIMES INC3 Filed as: J.W. GRIMES, INC. | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $1 | $0 | $1 | 0.00% |
| NORMAN TRAHAN3 | 1071 DONEGAN RD, LOT 967 LARGO, FL 33771 | AFLAC | $0 | $0 | $0 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | 220 S RIDGEWOOD AVE, SUITE 500 DAYTONA BEACH, FL 32114 | AETNA LIFE INSURANCE COMPANY | — | $1K | $1K | 1.40% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | P.O. BOX 2412 DAYTONA BEACH, FL 32115 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.10% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | P.O. BOX 2412 DAYTONA BEACH, FL 32115 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.43% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | P.O. BOX 2412 DAYTONA BEACH, FL 32115 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.41% |
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 | 294 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 294 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 323 | $93K |
| Vision | COMPBENEFITS | 131 | $16K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 294 | $35K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 294 | $32K |
| Other(3 contracts, 2 carriers) | AFLAC | 294 | $184K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 340 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.