| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SHARON LYNN SMITH3 Filed as: SHARON SMITH | 3139 CONRAD CT. KISSIMMEE, FL 34744 | AFLAC | $8K | $163 | $8K | 4.76% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP, INC. | 1650 SAND LAKE RD, STE 201D ORLANDO, FL 32809 | AFLAC | $3K | $162 | $3K | 1.64% |
| BARRY BEVERLY3 | 1888 E 6400 S HOLLADAY, UT 84121 | AFLAC | $2K | $0 | $2K | 1.02% |
| SHARON LYNN SMITH3 Filed as: SHARON SMITH | 1650 SAND LAKE RD, STE 201D ORLANDO, FL 32809 | AFLAC | $1K | $136 | $1K | 0.90% |
| GEORGE EIDSON AGENCY INC3 Filed as: GEORGE EIDSON AGENCY, INC. | P.O. BOX 540209 ORLANDO, FL 32854 | AFLAC | $1K | $0 | $1K | 0.83% |
| BARBARA S HERMES3 Filed as: BARBARA HERMES | 156 PRAIRIE DUNE WAY ORLANDO, FL 32828 | AFLAC | $1K | $132 | $1K | 0.82% |
| NEENA W BEVERLY3 Filed as: NEENA BEVERLY | 1888 E 6400 S HOLLADAY, UT 84121 | AFLAC | $1K | $0 | $1K | 0.75% |
| DIXON & DIXON ENTERPRISES INC3 Filed as: DIXON & DIXON ENTERPRISES, INC. | 9950 SHADOW CREEK DR ORLANDO, FL 32832 | AFLAC | $1K | $58 | $1K | 0.66% |
| LARA CARLSON3 | 106 LAUREL VIEW DR ST SIMONS ISLAND, GA 31522 | AFLAC | $1K | $0 | $1K | 0.66% |
| ISABEL RODRIGUEZ3 | 2821 LATTER DAY CT SAINT CLOUD, FL 34772 | AFLAC | $728 | $3 | $731 | 0.45% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL, JR. | 15 N INDIAN RIVER DR, APT 705 COCOA, FL 32922 | AFLAC | $691 | $0 | $691 | 0.42% |
| JEWELL A CURRY3 | 2097 LAS PALMAS CIR ORLANDO, FL 32822 | AFLAC | $572 | $0 | $572 | 0.35% |
| MKF & ASSOCIATES INC3 Filed as: MKF & ASSOCIATES, INC. | 300 CAHABA PARK CIR, SUITE 133 BIRMINGHAM, AL 35242 | AFLAC | $529 | $0 | $529 | 0.32% |
| LUIS ALVAREZ3 | 1064 WHISPERING PT CASSELBERRY, FL 32707 | AFLAC | $196 | $277 | $473 | 0.29% |
| ROBYN STROBL3 | 776 N ORANGE AVE APT 5304 ORLANDO, FL 32801 | AFLAC | $348 | $73 | $421 | 0.26% |
| PATRICIA ANNE REILLY3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $316 | $0 | $316 | 0.19% |
| LISA D ALLEN3 Filed as: LISA ALLEN | 750 LEE RD 236 PHENIX CITY, AL 36870 | AFLAC | $313 | $0 | $313 | 0.19% |
| SPECIALIZED BENEFIT ADVISORS LLC3 | P BOX 772108 ORLANDO, FL 32877 | AFLAC | $220 | $91 | $311 | 0.19% |
| CAROL H GILLEY3 Filed as: CAROL GILLEY | 566 WALDEN WAY WINTER SPRINGS, FL 32708 | AFLAC | $291 | $0 | $291 | 0.18% |
| J W GRIMES INC3 Filed as: J.W. GRIMES, INC. | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $247 | $0 | $247 | 0.15% |
| TALLON AND ASSOCIATES INC3 Filed as: TALLON AND ASSOCIATES, INC. | P.O. BOX 30668 PALM BEACH GARDENS, FL 33420 | AFLAC | $220 | $0 | $220 | 0.13% |
| SUSAN R MAYER3 Filed as: SUSAN MAYER | 644 LONGMEADOW CIRCLE LONGWOOD, FL 32779 | AFLAC | $214 | $0 | $214 | 0.13% |
| JEANNE COKER3 | 734 CHEROKEE RD LAGRANGE, GA 30240 | AFLAC | $175 | $0 | $175 | 0.11% |
| SHANNON SPRADLING3 | 1875 CARROLL DR SAINT CLOUD, FL 34771 | AFLAC | $163 | $0 | $163 | 0.10% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $124 | $0 | $124 | 0.08% |
| JAMES R YOUNG3 Filed as: JAMES YOUNG | 5330 CLARK RD SARASOTA, FL 34233 | AFLAC | $117 | $0 | $117 | 0.07% |
| MARIA LEGARDA3 | 4785 TARFLOWER LN ORLANDO, FL 32829 | AFLAC | $90 | $0 | $90 | 0.05% |
| GQ FLORIDA GROUP INC3 Filed as: GQ FLORIDA GROUP, INC. | P.O. BOX 95 SHARPES, FL 32959 | AFLAC | $74 | $0 | $74 | 0.05% |
| THE MASTERS AGENCY INC3 Filed as: THE MASTERS AGENCY, INC. | 4192 PENINSULA PT SANFORD, FL 32771 | AFLAC | $72 | $0 | $72 | 0.04% |
| CHARLES F GREER3 Filed as: CHARLES GREER | 9537 PECKY CYPRESS WAY ORLANDO, FL 32836 | AFLAC | $63 | $0 | $63 | 0.04% |
| DONALD E ROBINSON3 Filed as: DONALD ROBINSON | 16107 E SHIRLEY SHORES RD TAVARES, FL 32778 | AFLAC | $59 | $0 | $59 | 0.04% |
| DAVIDSON WALLACE3 | 707 SUNBURST COVE LN WINTER GARDEN, FL 34787 | AFLAC | $57 | $0 | $57 | 0.03% |
| PATRICK B SILVA3 Filed as: PATRICK SILVA | 3131 WHISPER LAKE LN, APT C WINTER PARK, FL 32792 | AFLAC | $57 | $0 | $57 | 0.03% |
| MICHAEL THOMPSON3 | 30010 DONNINGTON LOOP MOUNT DORA, FL 32757 | AFLAC | $50 | $0 | $50 | 0.03% |
| AMY C JANTZER3 Filed as: AMY JANTZER | 1401 CATALINA LEANDER, TX 78641 | AFLAC | $44 | $0 | $44 | 0.03% |
| JONATHAN CROSS3 | 7773 COUNTRY PL WINTER PARK, FL 32792 | AFLAC | $12 | $28 | $40 | 0.02% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBROUGH | P.O. BOX 273488 BOCA RATON, FL 33427 | AFLAC | $37 | $0 | $37 | 0.02% |
| LEE L EURE3 Filed as: LEE EURE | 724 E 49TH ST UNIT C SAVANNAH, GA 31405 | AFLAC | $37 | $0 | $37 | 0.02% |
| KENNETH MALAVE-DIAGO3 | 11727 COLLEGE PARK TRL ORLANDO, FL 32826 | AFLAC | $33 | $0 | $33 | 0.02% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $30 | $0 | $30 | 0.02% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA ALMOND | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $29 | $0 | $29 | 0.02% |
| MANOEL GOUVEIA3 | 475 ROCHESTER ST OVIEDO, FL 32765 | AFLAC | $26 | $0 | $26 | 0.02% |
| SUZETTE SOSSONG3 | 9828 MORNINGSIDE DR LEESBURG, FL 34788 | AFLAC | $23 | $0 | $23 | 0.01% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 3850 VINE STREET, SUITE 130 RIVERSIDE, CA 92507 | AFLAC | $22 | $0 | $22 | 0.01% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $21 | $0 | $21 | 0.01% |
| LINDA SAURI3 | P.O. BOX 520914 LONGWOOD, FL 32752 | AFLAC | $20 | $0 | $20 | 0.01% |
| SCOTT D HAWKINS INC3 Filed as: SCOTT D. HAWKINS, INC. | 3216 MEDICI BLVD NEW SMYRNA, FL 32168 | AFLAC | $18 | $0 | $18 | 0.01% |
| BLAINE BATES3 | 15523 LAKE BURNETT SHORE CT WINTER GARDEN, FL 34787 | AFLAC | $17 | $0 | $17 | 0.01% |
| DEBRA DENNIS3 | 122 RUBY RED LN LONGWOOD, FL 32750 | AFLAC | $16 | $0 | $16 | 0.01% |
| ROGER D. HAILE3 | 739 POOLE SCHOOL RD PRINCETON, KY 42445 | AFLAC | $15 | $0 | $15 | 0.01% |
| LINDA B CAMPBELL3 Filed as: LINDA CAMPBELL | 174 PALMETTO GREEN DR LONGS, SC 29568 | AFLAC | $12 | $0 | $12 | 0.01% |
| ROBERT P FERRONE3 Filed as: ROBERT FERRONE | 262 AUTUMN TRAIL WAY WAVERLY HALL, GA 31831 | AFLAC | $12 | $0 | $12 | 0.01% |
| NANCY CLIFTON3 | 184 VILLA DI ESTE TERRACE, UNIT 112 LAKE MARY, FL 32746 | AFLAC | $11 | $0 | $11 | 0.01% |
| DANA SMITH3 | 310 E 5TH ST SAINT CLOUD, FL 34769 | AFLAC | $9 | $0 | $9 | 0.01% |
| A & M BONURA & ASSOCIATES INC3 Filed as: A & M BONURA & ASSOCIATES, INC. | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | AFLAC | $9 | $0 | $9 | 0.01% |
| MARK C LEE3 Filed as: MARK LEE | 1444 SOUTH 17TH ST WILMINGTON, NC 28401 | AFLAC | $9 | $0 | $9 | 0.01% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 1224 PEACOCK AVE, STE 205 COLUMBUS, GA 31906 | AFLAC | $8 | $0 | $8 | 0.00% |
| JENNIE MOORE HAWKINS3 Filed as: JENNIE M. HAWKINS, INC. | 3930 S NOVA RD, STE 201 PORT ORANGE, FL 32127 | AFLAC | $8 | $0 | $8 | 0.00% |
| ASHLEY CROOK3 | 10167 SUMMERLAKE DR MOBILE, AL 36608 | AFLAC | $7 | $0 | $7 | 0.00% |
| RUBICON REGION LLC3 | 1010 LAKE ST STE 430 OAK PARK, IL 60301 | AFLAC | $7 | $0 | $7 | 0.00% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | AFLAC | $5 | $0 | $5 | 0.00% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY, STE 100 CHARLOTTE, NC 28269 | AFLAC | $4 | $0 | $4 | 0.00% |
| BERNARD FALCO3 | 657 SHADOWMOSS CIR LAKE MARY, FL 32746 | AFLAC | $4 | $0 | $4 | 0.00% |
| RUBICON REGION LLC3 | 3719 SW 74TH DR GAINESVILLE, FL 32608 | AFLAC | $4 | $0 | $4 | 0.00% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 1224 PEACOCK DR COLUMBUS, GA 31999 | AFLAC | $3 | $0 | $3 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 Filed as: JOYCE WEBER ENTERPRISES, INC. | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $3 | $0 | $3 | 0.00% |
| OMER S BASS IV3 Filed as: OMER BASS IV | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $2 | $0 | $2 | 0.00% |
| DEBORAH M. ANDREWS3 Filed as: DEBORAH ANDREWS | 747 BENDING OAK TRAIL WINTER GARDEN, FL 34787 | AFLAC | $2 | $0 | $2 | 0.00% |
| LUTON TATUM3 | P.O. BOX 338 HOPKINSVILLE, KY 42240 | AFLAC | $1 | $0 | $1 | 0.00% |
| JENNIE MOORE HAWKINS3 Filed as: JENNIE M. HAWKINS, INC. | 3930 S NOVA RD, STE 201 PORT ORANGE, FL 32127 | AFLAC | $1 | $0 | $1 | 0.00% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $1 | $0 | $1 | 0.00% |
| 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 | $0 | $2K | $2K | 4.87% |
| 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 | $0 | $2K | $2K | 4.85% |
| 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 | $0 | $2K | $2K | 4.82% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INS COMPANY EIN 59-1031071 CONTRACT ADMINISTRATOR | Participant communication; Contract Administrator; Claims processing; Named fiduciary; Other services; Non-monetary compensation; Direct payment from the plan; Float revenue Service code 12 | — | $9K |
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 | 309 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 309 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INS COMP | 326 | $675K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 309 | $42K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 309 | $36K |
| Other(3 contracts, 2 carriers) | AFLAC | 309 | $238K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 326 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.