| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | SUNLIFE AND HEALTH INSURANCE COMPANY | $22K | — | $22K | 16.01% |
| BENETEK CORPORATION3 | — | SUNLIFE AND HEALTH INSURANCE COMPANY | $6K | — | $6K | 4.78% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | — | SUNLIFE AND HEALTH INSURANCE COMPANY | — | $274 | $274 | 0.20% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 3.11% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD ORLANDO, FL 32819 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 2.08% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 S CAPITAL OF TEXS HWY #2-125 AUSTIN, TX 78746 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $332 | $332 | 0.36% |
| E J DIAZ INC Filed as: EJ DIAZ INC | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 5.79% |
| LION'S SHARE HOLDING INC. | 300 W PLATT ST STE 200 TAMPA, FL 33606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 5.03% |
| KATHLEEN E DIAZ Filed as: KATHLEEN DIAZ | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $940 | — | $940 | 2.07% |
| MATTHEW HAND | 10113 KINGSHYRE WAY TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $774 | — | $774 | 1.71% |
| MICHAEL C WALKER Filed as: MICHAEL REBER | 20101 HERON CROSSING TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $637 | — | $637 | 1.41% |
| CHRISTOPHER MIDDLETON | 12041 TUSCANY BAY DR TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $296 | — | $296 | 0.65% |
| DAVID K MOBLEY Filed as: DAVID MOBLEY | 12620-3 BEACH BLVD JACKSONVILLE, FL 32246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $167 | — | $167 | 0.37% |
| SUSAN BRIMHALL | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $127 | — | $127 | 0.28% |
| SUSAN SIMMONS-FUSARI | 12140 SUGARLOAF KEY ST APT 201 TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $126 | — | $126 | 0.28% |
| DAWN ZITO | 11705 ROLLING OAKS LANE TAMPA, FL 33618 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | — | $74 | 0.16% |
| GREG L BENJAMIN Filed as: GREG BENJAMIN | 3046 MERRILL AVE CLEARWATER, FL 33759 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.16% |
| FRANCIS V CRUZ Filed as: FRANCIS VINCE CRUZ | 1911 S LIVINGSTON AVE LUTZ, FL 33559 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.06% |
| JANINE FOX | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.04% |
| CATHERINE L LEE Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| HORACE R WEAVER III Filed as: HORACE WEAVER | 106 FOUNTAIN DR SLIDELL, LA 70458 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| JEFF YARISH | 16122 ARMISTEAD LN ODESSA, FL 33556 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| MARY REBECCA WEATHERLY Filed as: MARY WEATHERLY | 1934 E LEEWYNN DRIVE SARASOTA, FL 34240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| JESSICA ESKEW | 8313 W. HILLSBOROUGH AVE TAMPA, FL 33615 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| BETH L WALTER Filed as: BETH WALTER | 8375 DIX ELLIS TRAIL JACKSONVILLE, FL 32256 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| LION'S SHARE HOLDING INC.3 | P.O. BOX 373 TAMPA, FL 33601 | VISION SERVICE PLAN | $1K | — | $1K | 5.32% |
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 | 416 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 416 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 3 | $19K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 295 | $92K |
| Vision | VISION SERVICE PLAN | 168 | $22K |
| Life insurance | SUNLIFE AND HEALTH INSURANCE COMPANY | 408 | $135K |
| Short-term disability | SUNLIFE AND HEALTH INSURANCE COMPANY | 408 | $135K |
| Long-term disability | SUNLIFE AND HEALTH INSURANCE COMPANY | 408 | $135K |
| Other(2 contracts, 2 carriers) | SUNLIFE AND HEALTH INSURANCE COMPANY | 408 | $180K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 416 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.