| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE HOLDINGS INC | 101 GARLAND AVE STE 203 ORLANDO, FL 32801 | AETNA HEALTH INC | $9K | — | $9K | 0.81% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE - HAZEL ASSOCS INC | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | AETNA HEALTH INC | — | $2K | $2K | 0.14% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 322564839 | AMERITAS LIFE INSURANCE CORPORATION | $3K | — | $3K | 3.37% |
| GREENE-HAZEL & ASSOCS INC3 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 322564839 | AETNA LIFE INSURANCE COMPANY | $9K | $249 | $9K | 14.26% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GREENE-HAZEL ASSOC INC INS BROKER | Insurance agents and brokers Service code 22 | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | $59K |
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 | 264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA HEALTH INC | 192 | $1.1M |
| Dental | AMERITAS LIFE INSURANCE CORPORATION | 299 | $92K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 245 | $64K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY | 245 | $64K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 245 | $64K |
| Prescription drug | AETNA HEALTH INC | 192 | $1.1M |
| Other | AETNA LIFE INSURANCE COMPANY | 245 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 299 | — |
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.