| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: M E WILSON COMPANY LLC | 300 W PLATT ST TAMPA, FL 33606 | HUMANA MEDICAL PLAN, INC. | $61K | $662 | $61K | 3.01% |
| M.E. WILSON COMPANY, LLC3 Filed as: M E WILSON COMPANY LLC | 300 W PLATT ST #200 TAMPA, FL 33606 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 3.39% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD ORLANDO, FL 32819 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 2.26% |
| LION'S SHARE HOLDING INC.3 Filed as: LION'S SHARE HOLDING, INC. | P.O. BOX 373 TAMPA, FL 33601 | SUN LIFE AND HEALTH INSURANCE COMPANY | $6K | — | $6K | 5.08% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD ORLANDO, FL 32819 | SUN LIFE AND HEALTH INSURANCE COMPANY | $3K | — | $3K | 2.37% |
| LIONS SHARE HOLDING, INC Filed as: LIONS SHARE HOLDING INC. | 300 W PLATT ST TAMPA, FL 33606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 6.83% |
| E J DIAZ INC Filed as: E J DIAZ INC. | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.97% |
| KATHLEEN E DIAZ Filed as: KATHLEEN DIAZ | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.85% |
| MATTHEW HAND Filed as: MATTHEW R HAND | 10113 KINGSHYRE WAY TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 3.13% |
| MICHAEL C WALKER Filed as: MICHAEL REBER | 20101 HERON CROSSING TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $792 | — | $792 | 1.79% |
| DAVID K MOBLEY Filed as: DAVID MOBLEY | 12620-3 BEACH BLVD JACKSONVILLE, FL 32246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $172 | — | $172 | 0.39% |
| SUSAN C BRIMHALL | 155 CYPRESS LN OLDSMAR, FL 34677 | CONTINENTAL AMERICAN INSURANCE COMPANY | $128 | — | $128 | 0.29% |
| DAWN ZITO Filed as: DAWN M ZITO | 11705 ROLLING OAKS LANE TAMPA, FL 33618 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.18% |
| GREG L BENJAMIN | 3046 MERRILL AVE CLEARWATER, FL 33759 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | — | $70 | 0.16% |
| SUSAN SIMMONS-FUSARI Filed as: SUSAN L SIMMONS-FUSARI | 12140 SUGARLOAF KEY ST APT 201 TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $66 | — | $66 | 0.15% |
| FRANCES CRUZ Filed as: FRANCES VINCE CRUZ | 1911 S LIVINGSTON AVE LUTZ, FL 33559 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.07% |
| JANINE FOX | 5303 HARMONY MLS W COHOES, NY 12047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| HORACE R WEAVER III Filed as: HORACE R WEAVER | 106 FOUNTAIN DR SLIDELL, LA 70458 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| JEFF YARISH | 16122 ARMISTEAD LN ODESSA, FL 33556 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| MARY REBECCA WEATHERLY Filed as: MARY R WEATHERLY | 1934 E LEEWYN DR SARASOTA, FL 34240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| JESSICA ESKEW Filed as: JESSICA R ESKEW | 8313 W HILLSBOROUGH AVE STE 150 TAMPA, FL 33615 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| BETH L WALTER Filed as: BETH WALTER | 8375 DIX ELLIS TRAIL STE 409 JACKSONVILLE, FL 32256 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| LION'S SHARE HOLDING INC. Filed as: LION'S SHARE HOLDING, INC. | P.O. BOX 373 TAMPA, FL 33601 | VISION SERVICE PLAN | $1K | — | $1K | 5.33% |
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 | 355 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 355 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA MEDICAL PLAN, INC. | 298 | $2.0M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 278 | $137K |
| Vision | VISION SERVICE PLAN | 172 | $22K |
| Life insurance | SUN LIFE AND HEALTH INSURANCE COMPANY | 355 | $109K |
| Long-term disability | SUN LIFE AND HEALTH INSURANCE COMPANY | 355 | $109K |
| Other(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY | 355 | $153K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 355 | — |
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.