| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ERNST TYRAKOWSKI BENEFITS INS AGCT3 | 21 MAYOR THOMAS J MCGRATH HIGHWAY STE 503 QUINCY, MA 02169 | FLORIDA COMBINED LIFE | $3K | — | $3K | 2.54% |
| MICHAEL MCKENNA3 Filed as: MICHAEL J. MCKENNA | 120 LONGWATER DRIVE SUITE 102 NORWELL, MA 020611653 | FLORIDA COMBINED LIFE | $2K | — | $2K | 1.56% |
| PARTNERS BENEFIT GROUP LLC3 Filed as: PARTNERS BENEFIT GROUP | 120 LONGWATER DRIVE SUITE 102 NORWELL, MA 02061 | SUNLIFE | $8K | — | $8K | 8.43% |
| JESSICA GODWIN3 Filed as: JESSICA E. GODWIN | 16292 SW 64TH AVENUE STARKE, FL 32091 | AFLAC | $8K | $373 | $8K | 12.77% |
| ANGEL E HILL3 | 4125 SE 23RD TERRACE OCALA, FL 34480 | AFLAC | $2K | $81 | $2K | 2.80% |
| JOSHUA T HILL3 Filed as: JOSHUA T. HILL | 4125 SE 23RD TERRACE OCALA, FL 34480 | AFLAC | $383 | $81 | $464 | 0.74% |
| JOHN A ETCHART3 | 11923 LAZIO LANE ORLANDO, FL 32827 | AFLAC | $366 | — | $366 | 0.59% |
| VICKI M DICKERT3 Filed as: VICKI M. DICKERT | 258 SEAVIEW AVENUE DAYTONA BEACH, FL 32118 | AFLAC | $195 | — | $195 | 0.31% |
| SARA JEAN DONISE TYSON3 | 4125 SOUTH EAST 23RD TERRACE OCALA, FL 34480 | AFLAC | $166 | $28 | $194 | 0.31% |
| SABRINA HASKELL3 | PO BOX 3274 OCALA, FL 34478 | AFLAC | $190 | — | $190 | 0.30% |
| KIMBERLY A HOOIE3 Filed as: KIMBERLY A. HOOIE | 8807 SW 137TH AVENUE ARCHER, FL 32618 | AFLAC | $168 | — | $168 | 0.27% |
| THOMAS KEITH MEREDITH3 | 1906 SE 14TH AVENEU OCALA, FL 34471 | AFLAC | $165 | — | $165 | 0.26% |
| BETH LUANNE KIMBROUGH3 | 6750 NORTH ANDREWS AVENUE SUITE 200 FT LAUDERDALE, FL 33309 | AFLAC | $89 | — | $89 | 0.14% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP, INC. | 1425 PIEDMONT DRIVE EAST SUITE 101-B TALLAHASSEE, FL 32308 | AFLAC | $75 | — | $75 | 0.12% |
| J C ADAMS INC3 Filed as: JC ADAMS, INC | 5631 NORTH EAST 31ST TERRACE OCALA, FL 34479 | AFLAC | $69 | — | $69 | 0.11% |
| TAMMY S GARDNER3 | PO BOX 912 CHIEFLAND, FL 32644 | AFLAC | $48 | — | $48 | 0.08% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DRIVE LAFAYETTE, LA 70508 | AFLAC | $43 | — | $43 | 0.07% |
| JAMES R MIRABELLI3 Filed as: JAMES MIRABELLI | 21426 GOSIER WAY BOCA RATON, FL 33428 | AFLAC | $35 | — | $35 | 0.06% |
| JEREMY C ALFORD3 Filed as: JEREMY C. ALFORD | 11628 NORTH WEST 9TH LANE GAINESVILLE, FL 32606 | AFLAC | $31 | — | $31 | 0.05% |
| J W GRIMES INC3 Filed as: JW GRIMES, INC | 6165 WATERFORD ROAD COLUMBUS, GA 31904 | AFLAC | $30 | — | $30 | 0.05% |
| TRAVIS P LEBLANC3 Filed as: TRAVIS P. LEBLANC | 230 DIANE LANE STONEWALL, LA 71078 | AFLAC | $29 | — | $29 | 0.05% |
| JANINA CRAMPTON3 | 475 JENKINSBURG ROAD GRIFFIN, GA 30223 | AFLAC | $26 | — | $26 | 0.04% |
| EDGAR K MEREDITH3 | PO BOX 490967 LEESBURG, FL 34749 | AFLAC | $25 | — | $25 | 0.04% |
| DONALD BENNETT3 | 1309 SE 43RD TERRACE OCALA, FL 34471 | AFLAC | $17 | $7 | $24 | 0.04% |
| KEITH MEREDITH3 | 1552 E FORT KING STREET OCALA, FL 34471 | AFLAC | $23 | — | $23 | 0.04% |
| JIMMY LEON JOHNSON3 Filed as: JIMMY JOHNSON | 28 MAGNOLIA AVENUE ST AUGUSTINE, FL 32084 | AFLAC | $18 | — | $18 | 0.03% |
| THE HORTON GROUP3 Filed as: R. HORTON GRIFFIN, JR | 116 NORTH DAWSON STREET THOMASVILLE, GA 31792 | AFLAC | $16 | — | $16 | 0.03% |
| CECIL T SALMON3 Filed as: CECIL SALMON | 95 EDWARD DRIVE PALM COAST, FL 32164 | AFLAC | $14 | — | $14 | 0.02% |
| DAVID K MOBLEY3 | 3812 VALVERDE CIRCLE JACKSONVILLE, FL 32224 | AFLAC | $11 | — | $11 | 0.02% |
| ROBERT P FERRONE3 | 1701 WILLIAMS COURT APT 202 COLUMBUS, GA 31904 | AFLAC | $10 | — | $10 | 0.02% |
| STEPEHEN YOUNG | 490 NW WOODLANDS TERRACE LAKE CITY, FL 32055 | AFLAC | $7 | — | $7 | 0.01% |
| MICHELE HASKELL3 | PO BOX 440307 JACKSONVILLE, FL 32222 | AFLAC | $7 | — | $7 | 0.01% |
| WILFRED MELENDEZ | 5001 SW 20TH STREET APT 1503 OCALA, FL 34474 | AFLAC | $7 | — | $7 | 0.01% |
| RONALD L RICHARDSON Filed as: RONALD RICHARDSON | 8717 2008TH PLACE OBRIEN, FL 32071 | AFLAC | $6 | — | $6 | 0.01% |
| ROBERT L TRAPNELL JR3 | 15 NORTH INDIAN RIVER DRIVE APT 701 COCOA, FL 32922 | AFLAC | $3 | — | $3 | 0.00% |
| MARK C LEE3 Filed as: MARK LEE | 1444 SOUTH 17TH STREET WILMINGTON, NC 28401 | AFLAC | $3 | — | $3 | 0.00% |
| JEFFREY M SINTAY3 Filed as: JEFFREY SINTAY | 1972 ALCOVA RIDGE DRIVE LAS VEGAS, NV 89135 | AFLAC | $3 | — | $3 | 0.00% |
| CARL FRANKLIN ARNOLD Filed as: CARL R. ARNOLD | 353 MARION OAKS PASS OCALA, FL 34473 | AFLAC | $1 | — | $1 | 0.00% |
| AARON ANTHONY3 | 1700 FOUNTAIN COURT APT 1303 COLUMBUS, GA 31904 | AFLAC | $1 | — | $1 | 0.00% |
| OMBER BASS IV3 | 565 WEST GATEWAY COURT MERRITT ISLAND, FL 32952 | AFLAC | — | — | $0 | 0.00% |
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 | 248 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS | 211 | $1.4M |
| Dental | FLORIDA COMBINED LIFE | 191 | $103K |
| Vision(2 contracts, 2 carriers) | AFLAC | 122 | $75K |
| Life insurance | SUNLIFE | 243 | $98K |
| Short-term disability(2 contracts, 2 carriers) | SUNLIFE | 243 | $161K |
| Long-term disability | SUNLIFE | 243 | $98K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS | 211 | $1.4M |
| Other | AFLAC | 122 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 243 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.