| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST #200 TAMPA, FL 33606 | SUN LIFE AND HEALTH INSURANCE COMPANY | $2K | — | $2K | 1.75% |
| M.E. WILSON COMPANY, LLC3 | P.O. BOX 373 TAMPA, FL 33601 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 2.71% |
| E J DIAZ INC Filed as: EJ DIAZ INC | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.44% |
| LIONS SHARE HOLDING, INC3 Filed as: LIONS SHARE HOLDING INC. | 300 W PLATT ST #200 TAMPA, FL 33606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.17% |
| CHRIS MIDDLETON | 12041 TUSCANY BAY DR APT 301 TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $890 | — | $890 | 1.89% |
| KATHLEEN E DIAZ Filed as: KATHLEEN DIAZ | 10113 BELGRAVE RD TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $449 | — | $449 | 0.96% |
| MATT HAND | 10113 KINGSHYRE WAY TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $436 | — | $436 | 0.93% |
| MICHAEL C WALKER Filed as: MICHAEL REBER | 20101 HERON CROSSING TAMPA, FL 33647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $310 | — | $310 | 0.66% |
| AIMEE STONE Filed as: AIMEE Z BRANDON GA082 | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $248 | — | $248 | 0.53% |
| DAVID K MOBLEY Filed as: DAVID MOBLEY | 12620-3 BEACH BLVD JACKSONVILLE, FL 32246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $162 | — | $162 | 0.34% |
| SUSAN BRIMHALL | PO BOX 336 SMITHS STATION, AL 36877 | CONTINENTAL AMERICAN INSURANCE COMPANY | $120 | — | $120 | 0.26% |
| SUSAN SIMMONS-FUSARI | 12140 SUGARLOAF KEY ST APT 201 TAMPA, FL 33626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $119 | — | $119 | 0.25% |
| DAWN ZITO | 11705 ROLLING OAKS LANE TAMPA, FL 33618 | CONTINENTAL AMERICAN INSURANCE COMPANY | $76 | — | $76 | 0.16% |
| GREG L BENJAMIN | 3046 MERRILL AVE CLEARWATER, FL 33759 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | — | $70 | 0.15% |
| DAVID BRANDON | 14728 GREEN VALLEY BLVD CLERMONT, FL 34711 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.07% |
| CATHERINE L LEE Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.06% |
| 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 Filed as: JANINE M FOX GY037 | — | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.03% |
| HORACE R WEAVER III Filed as: HORACE WEAVER | 106 FOUNTAIN DRIVE SLIDELL, LA 70458 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| JEFF YARISH | 16122 ARMISTEAD LN ODESSA, FL 33556 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| MARY REBECCA WEATHERLY Filed as: MARY WEATHERLY | 1934 E LEEWYNN DR SARASOTA, FL 34240 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| JESSICA ESKEW | 8313 W HILLSBOROUGH AVE STE 150 TAMPA, FL 33615 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BETH L WALTER Filed as: BETH WALTER | 8375 DIX ELLIS TRAIL STE 409 JACKSONVILLE, FL 32256 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| M.E. WILSON COMPANY, LLC3 | P.O. BOX 373 TAMPA, FL 33601 | VISION SERVICE PLAN | $1K | — | $1K | 5.11% |
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 | 451 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 451 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 1 | $5K |
| Dental(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 451 | $145K |
| Vision | VISION SERVICE PLAN | 176 | $24K |
| Life insurance | SUN LIFE AND HEALTH INSURANCE COMPANY | 409 | $125K |
| Long-term disability | SUN LIFE AND HEALTH INSURANCE COMPANY | 409 | $125K |
| Other(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY | 409 | $172K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 451 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.