| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA | 10151 DEERWOOD PARK BOULEVARD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | HEALTH OPTIONS, INC | $9K | — | $9K | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 1421 PINE RIDGE ROAD SUITE 200 NAPLES, FL 34109 | PRINCIPAL LIFE INSURANCE COMPANY | $84 | — | $84 | 0.66% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 10151 DEERWOOD PARK BOULEVARD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | SUN LIFE ASSURANCE COMPANY OF CANADA | $415 | — | $415 | 4.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA | 10151 DEERWOOD PARK BOULEVARD BUILDING 100 SUITE JACKSONVILLE, FL 32256 | BLUE CROSS BLUE SHIELD OF FLORIDA | $274 | — | $274 | 5.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC. | — | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $167 | — | $167 | 10.01% |
| RANDALL HALLMAN3 | 2632 LOOPRIDGE DRIVE ORANGE PARK, FL 32065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 1.06% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 10151 DEERWOOD PARK BOULEVARD JACKSONVILLE, FL 32256 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.29% |
| NORTH FLORIDA BROKER SOLUTIONS LLC3 | 1550 HARRINGTON PARK DRIVE JACKSONVILLE, FL 32225 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.19% |
| TANYA MIRIAM KAKON3 | 98 ABALONE LANE EAST PONTE VEDRA BEACH, FL 32082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.10% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 WEST 39TH STREET NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.10% |
| THOMAS WALLACE JR3 | 57 WYN OAK DRIVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.10% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN COURT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.10% |
| KATHLEEN KAM3 | 10151 DEERWOOD PARK BOULEVARD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | HEALTHIEST YOU | $130 | — | $130 | 14.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 10151 DEERWOOD PARK BOULEVARD BUILDING 100 SUITE 100 JACKSONVILLE, FL 32256 | SUN LIFE ASSURANCE COMPANY OF CANADA | $13 | — | $13 | 5.60% |
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 | 128 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC | 90 | $177K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 91 | $13K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 85 | $2K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $8K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $9K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $8K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS, INC | 90 | $177K |
| Other(4 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 130 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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.