| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC Filed as: M E WILSON CO INC | 300 W PLATT ST TAMPA, FL 33606 | HUMANA MEDICAL PLAN, INC. | $66K | — | $66K | 3.10% |
| LION SHARE HOLDINGS DBA ME WILSON3 Filed as: LION SHARE HOLDINGS | 300 W PLATT STREET #200 TAMPA, FL 33606 | SUNLIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 3.05% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES, INC. | 109 LAURENS STREET SUITE 1A GREENVILLE, SC 29607 | SUNLIFE ASSURANCE COMPANY OF CANADA | — | $866 | $866 | 0.65% |
| LION SHARE HOLDINGS DBA ME WILSON Filed as: LION SHARE HOLDING | PO BOX 373 TAMPA, FL 33601 | SUN LIFE AND HEALTH INSURANCE COMPANY | $11K | — | $11K | 11.53% |
| LION'S SHARE HOLDING INC. | 300 W. PLATT STREET TAMPA, FL 33606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 5.88% |
| KATHLEEN E DIAZ Filed as: KATHLEEN DIAZ | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 4.59% |
| E J DIAZ INC Filed as: E J DIAZ INC. | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 4.55% |
| MATTHEW HAND Filed as: MATTHEW R HAND | 10113 KINGSHYRE WAY TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $661 | — | $661 | 2.30% |
| MICHAEL R REBER | 8600 HIDDEN RIVER PARKWAY STE 75 TAMPA, FL 33637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $372 | — | $372 | 1.29% |
| DAVID K MOBLEY Filed as: DAVID MOBLEY | 12620-3 BEACH BLVD PMB 16612620 JACKSONVILLE, FL 32246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $161 | — | $161 | 0.56% |
| SUSAN C BRIMHALL | 155 CYPRESS LANE OLDSMAR, FL 34677 | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | — | $158 | 0.55% |
| SUSAN SIMMONS-FUSARI Filed as: SUSAN L SIMMONS-FUSARI | 12140 SUGARLOAF KEY ST APT 201 TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $119 | — | $119 | 0.41% |
| GREG L BENJAMIN | 3046 MERRILL AVE CLEARWATER, FL 33759 | CONTINENTAL AMERICAN INSURANCE COMPANY | $65 | — | $65 | 0.23% |
| DAWN ZITO Filed as: DAWN M ZITO | 11705 ROLLING OAKS LANE TAMPA, FL 33618 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.22% |
| FRANCIS V CRUZ Filed as: FRANCIS VINCE CRUZ | 1911 S LIVINGSTON AVE LUTZ, FL 33559 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.10% |
| JEFF YARISH | 16122 ARMISTEAD LN ODESSA, FL 33556 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.09% |
| MARY REBECCA WEATHERLY Filed as: MARY R WEATHERLY | 1934 E LEEWYNN DR SARASOTA, FL 34240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.07% |
| JANINE FOX Filed as: JANINE M FOX | 2550 STAG RUN BLVD APT 538 CLEARWATER, FL 33765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | 0.07% |
| JESSICA ESKEW Filed as: JESSICA R ESKEW | 8313 W. HILLSBOROUGH AVE STE 150 TAMPA, FL 33615 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.05% |
| HORACE R WEAVER III Filed as: HORACE R WEAVER | 106 FOUNTAIN DRIVE SLIDELL, LA 70458 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.05% |
| BETH L WALTER | 8375 DIX ELLIS TRAIL STE 409 JACKSONVILLE, FL 32256 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| LION'S SHARE HOLDING INC. Filed as: LION'S SHARE HOLDING INC | PO BOX 373 TAMPA, FL 33601 | VISION SERVICE PLAN | $1K | — | $1K | 5.62% |
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 | 322 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 322 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA MEDICAL PLAN, INC. | 260 | $2.1M |
| Dental | SUNLIFE ASSURANCE COMPANY OF CANADA | 270 | $134K |
| Vision | VISION SERVICE PLAN | 132 | $19K |
| Life insurance | SUN LIFE AND HEALTH INSURANCE COMPANY | 322 | $93K |
| Long-term disability | SUN LIFE AND HEALTH INSURANCE COMPANY | 322 | $93K |
| Other(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY | 322 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 322 | — |
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.