| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 3939 TAMPA ROAD OLDSMAR, FL 34677 | HEALTH OPTIONS | $66K | $0 | $66K | 4.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 3939 TAMPA ROAD OLDSMAR, FL 34677 | FLORIDA COMBINED LIFE | $10K | $0 | $10K | 9.78% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 3939 TAMPA ROAD OLDSMAR, FL 34677 | BLUE CROSS BLUE SHIELD OF FLORIDA | $1K | $0 | $1K | 4.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 15.00% |
| JAMIE PITTNER3 Filed as: JAMIE M PITTNER | 2749 BURNING TREE LANE CLEARWATER, FL 33761 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | $0 | $101 | 0.39% |
| GROVE FINANCIAL LLC3 Filed as: GROVE FINANCIAL | 494 ORANGE ST. PALM HARBOR, FL 33683 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | $0 | $24 | 0.09% |
| KATHRYN SUZANNE AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$719 | $0 | -$719 | -2.76% |
| JOHN DOMEIER3 Filed as: JOHN HALE DOMEIER | 720 17TH AVENUE N ST. PETERSBURG, FL 33704 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$2K | $0 | -$2K | -9.39% |
| WILLIS TOWERS WATSON US LLC3 Filed as: RODNEY JOSEPH WILLIS | 13989 76TH TERRACE N. SEMINOLE, FL 33776 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$2K | $0 | -$2K | -9.39% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARRILON PARKWAY ST. PETERSBURG, FL 33716 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$4K | $0 | -$4K | -16.57% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 15.00% |
| STAHL & ASSOCIATES INSURANCE INC.0 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 15.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | METROPOLITAN LIFE INSURACE COMPANY | $2K | $0 | $2K | 9.92% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
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 | 246 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 247 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 1 | $28K |
| Dental | FLORIDA COMBINED LIFE | 179 | $101K |
| Vision | METROPOLITAN LIFE INSURACE COMPANY | 178 | $15K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 246 | $38K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 63 | $21K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 60 | $24K |
| Prescription drug | HEALTH OPTIONS | 164 | $1.7M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 246 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 246 | — |
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.