| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 | CIGNA HEALTH AND LIFE INS COMP | $1K | — | $1K | 0.67% |
| SHARON LYNN SMITH3 | 3139 CONRAD CT KISSIMMEE, FL 34744 | AFLAC | $9K | $301 | $9K | 6.51% |
| THE PERRY GROUP INC3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $1K | — | $1K | 0.95% |
| BARRY BEVERLY3 | P. O. BOX 84032 HEBER CITY, UT 84032 | AFLAC | $892 | — | $892 | 0.63% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | AFLAC | $761 | $74 | $835 | 0.59% |
| AMY SLOKAN3 Filed as: AMY LEE SLOKAN | 2405 WILLOWBEND DR. ST. AUGUSTINE, FL 32092 | AFLAC | $787 | — | $787 | 0.56% |
| NEENA W BEVERLY3 | P. O. BOX 533 HEBER CITY, UT 84032 | AFLAC | $586 | — | $586 | 0.42% |
| BARBARA S HERMES3 | 156 PRAIRIE DUNE WAY ORLANDO, FL 32828 | AFLAC | $510 | — | $510 | 0.36% |
| GEORGE EIDSON AGENCY INC3 | PO BOX 540209 ORLANDO, FL 32854 | AFLAC | $474 | — | $474 | 0.34% |
| ERICA LYNN SPENCER3 | 3507 PIXIE LANE SAINT CLOUD, FL 34772 | AFLAC | $313 | $74 | $387 | 0.27% |
| LARA CARLSON3 Filed as: LARA K CARLSON | 106 LAUREL VIEW DR ST SIMONS ISLAND, GA 31522 | AFLAC | $371 | — | $371 | 0.26% |
| JENNIFER DIXON3 | 113 STANTON ESTATES CIRCLE WINTER GARDEN, FL 34787 | AFLAC | $326 | — | $326 | 0.23% |
| ROBERT L TRAPNELL JR3 | 1656 GRAND ISLE BLVD MELBOURNE, FL 32940 | AFLAC | $254 | — | $254 | 0.18% |
| ALEXANDER L SMITH3 | 3139 CONRAD CT KISSIMMEE, FL 34744 | AFLAC | $170 | $30 | $200 | 0.14% |
| MKF & ASSOCIATES INC3 | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $148 | — | $148 | 0.10% |
| LARA K GRANDE3 | 117 MORNING MIST LANE FRANKLIN, TN 37064 | AFLAC | $131 | — | $131 | 0.09% |
| LISA D ALLEN3 | 4657 TARTAN COURT UNION CITY, GA 30291 | AFLAC | $123 | — | $123 | 0.09% |
| SUSAN R MAYER3 | 644 LONGMEADOW CIR LONGWOOD, FL 32779 | AFLAC | $102 | — | $102 | 0.07% |
| SHANNON SPRADLING3 | 7625 AGAWAM RD SEBASTIAN, FL 32976 | AFLAC | $99 | — | $99 | 0.07% |
| PATRICIA ANNE REILLY3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $96 | — | $96 | 0.07% |
| J W GRIMES INC3 | 8033 SPLENDOR WAY COLUMBUS, GA 31904 | AFLAC | $85 | — | $85 | 0.06% |
| TALLON AND ASSOCIATES INC3 | PO BOX 30668 PALM BEACH GARDENS, FL 33420 | AFLAC | $85 | — | $85 | 0.06% |
| ALAN W FOSTER3 Filed as: ALAN FOSTER | 716 FRENCH RIVER ROAD NOLENSVILLE, TN 37135 | AFLAC | $69 | — | $69 | 0.05% |
| DAWN T SUCHECKI3 | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $67 | — | $67 | 0.05% |
| MARIA V. LANZA3 Filed as: MARIA C LEGARDA | 3225 SCALLION CT ORLANDO, FL 32825 | AFLAC | $66 | — | $66 | 0.05% |
| DANA BROOKS SMITH3 | 310 E 5TH ST SAINT CLOUD, FL 34769 | AFLAC | $66 | — | $66 | 0.05% |
| JAMES R YOUNG3 | 5330 CLARK RD SARASOTA, FL 34233 | AFLAC | $51 | — | $51 | 0.04% |
| MICHAEL W THOMPSON3 | 30010 DONNINGTON LOOP MOUNT DORA, FL 32757 | AFLAC | $50 | — | $50 | 0.04% |
| DAVIDSON WALLACE3 | 707 SUNBURST COVE LN WINTER GARDEN, FL 34787 | AFLAC | $47 | — | $47 | 0.03% |
| MEGAN TARPEY3 | 7737 CASASIA CT ORLANDO, FL 32835 | AFLAC | $41 | — | $41 | 0.03% |
| SANDRA IVETTE TOYENS3 | 5224 W STATE ROAD 46 PMB 317 SANFORD, FL 32771 | AFLAC | $39 | — | $39 | 0.03% |
| CHARLES F GREER3 | 9537 PECKY CYPRESS WAY ORLANDO, FL 32836 | AFLAC | $38 | — | $38 | 0.03% |
| JEWELL A CURRY3 | 2097 LAS PALMAS CIR ORLANDO, FL 32822 | AFLAC | $36 | — | $36 | 0.03% |
| KELSEY DAVID EVERT3 | 2055 N MOUNT JULIET RD SUITE 201 MOUNT JULIET, TN 37122 | AFLAC | $35 | — | $35 | 0.02% |
| PATRICK B SILVA3 | 302 NORTHLAKE BLVD UNIT 325 ALTAMONTE SPRINGS, FL 32701 | AFLAC | $28 | — | $28 | 0.02% |
| AMY C JANTZER3 | 1401 CATALINA LEANDER, TX 78641 | AFLAC | $26 | — | $26 | 0.02% |
| THE MASTERS AGENCY INC3 | 4192 PENINSULA PT SANFORD, FL 32771 | AFLAC | $25 | — | $25 | 0.02% |
| LESLIE K KIMBROUGH3 | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $23 | — | $23 | 0.02% |
| MORRIS P HUNT3 | 2620 RED SKY CT BURLINGTON, KY 41005 | AFLAC | $18 | — | $18 | 0.01% |
| DOUGLAS J SUCHECKI3 | 21 HEARTWOOD DR. CATAULA, GA 31804 | AFLAC | $17 | — | $17 | 0.01% |
| BLAINE BATES3 | 15523 LAKE BURNETT SHORE CT WINTER GARDEN, FL 34787 | AFLAC | $17 | — | $17 | 0.01% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $14 | — | $14 | 0.01% |
| LEE L EURE3 | 724 E 49TH ST, APT C SAVANNAH, GA 31405 | AFLAC | $12 | — | $12 | 0.01% |
| NANCY CLIFTON3 | 184 VILLA DI ESTE TER, UNIT 112 LAKE MARY, FL 32746 | AFLAC | $11 | — | $11 | 0.01% |
| BRIAN WHITE3 Filed as: BRIAN HANLEY | 506 CANTERBURY DR. LAGRANGE, GA 30241 | AFLAC | $7 | — | $7 | 0.00% |
| PAUL C BLACK3 | 7623 LODGE POLE TRL WINTER PARK, FL 32792 | AFLAC | $6 | — | $6 | 0.00% |
| DEBORAH M DECHER3 | 4669 GARDEN DR OXFORD, FL 34484 | AFLAC | $6 | — | $6 | 0.00% |
| JEANNE L COKER3 | 734 CHEROKEE RD LAGRANGE, GA 30240 | AFLAC | $6 | — | $6 | 0.00% |
| ASHLEY CROOK3 Filed as: ASHLEY L CROOK | 3187 ESSEX PLACE DR MOBILE, AL 36695 | AFLAC | $5 | — | $5 | 0.00% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | AFLAC | $5 | — | $5 | 0.00% |
| ELAINE COX3 | 3355 DOROTHEA RD JACKSONVILLE, FL 32216 | AFLAC | $5 | — | $5 | 0.00% |
| LINDA B CAMPBELL3 | 174 PALMETTO GREEN DR LONGS, SC 29568 | AFLAC | $4 | — | $4 | 0.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 1001 BRICKELL BAY DR, STE 1210 MIAMI, FL 33131 | AFLAC | $4 | — | $4 | 0.00% |
| MARK HENDRYX3 | PO BOX 3274 GRAND JUNCTION, CO 81502 | AFLAC | $3 | — | $3 | 0.00% |
| ROBERT P FERRONE3 | P. O. BOX 246 HAMILTON, GA 31811 | AFLAC | $3 | — | $3 | 0.00% |
| MARK C LEE3 | 8229 FRANK HOUSER AVE. COLUMBUS, GA 31909 | AFLAC | $3 | — | $3 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $3 | — | $3 | 0.00% |
| ERICA JULIAO FERRER3 | 1857 GREAT FALLS WAY ORLANDO, FL 32824 | AFLAC | $3 | — | $3 | 0.00% |
| DENA JORDAN3 Filed as: DENA JORDAN KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $2 | — | $2 | 0.00% |
| OMER S BASS IV3 | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $1 | — | $1 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | 300 NORTH BEACH ST DAYTONA BEACH, FL 32114 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 5.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NY INC. | 595 STEWART AVE, STE 700 GARDEN CITY, NY 11530 | STANDARD INSURANCE COMPANY | $0 | $2K | $2K | 2.56% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH, INC. EIN 16-1264154 CONTRACT ADMINISTRATOR | Contract Administrator; Other fees; Claims processing Service code 12 | — | $223K |
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 | 335 | 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) | 335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | STANDARD LIFE AND ACCIDENT INSURANCE COMPANY | 335 | $728K |
| Dental | CIGNA HEALTH AND LIFE INS COMP | 243 | $173K |
| Vision | CIGNA HEALTH AND LIFE INS COMP | 243 | $173K |
| Life insurance | STANDARD INSURANCE COMPANY | 335 | $86K |
| Short-term disability | AFLAC | 173 | $141K |
| Long-term disability | STANDARD INSURANCE COMPANY | 335 | $38K |
| Stop-loss / reinsurancereinsurance | STANDARD LIFE AND ACCIDENT INSURANCE COMPANY | 335 | $728K |
| Other | AFLAC | 173 | $141K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 335 | — |
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.