| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CROWN RISK MANAGEMENT, LLC3 Filed as: CAPITAL RISK MANAGEMENT LLC | 1350 MARKET ST STE 224 TALLAHASSEE, FL 32312 | BLUE CROSS BLUE SHIELD OF FLORIDA | $57K | — | $57K | 4.07% |
| DAMON CHANDLER FICO3 | 520 POPLAR ST UNIT 209 MACON, GA 31201 | AFLAC | $7K | $562 | $8K | 3.55% |
| THE GELABERT BENEFITS GROUP INC3 | PO BOX 15631 TALLAHASSEE, FL 32317 | AFLAC | $6K | $664 | $6K | 2.94% |
| ASSURANCE AGENCY LTD3 Filed as: CROSS ASSURANCE GROUP INC | PO BOX 15631 TALLAHASSEE, FL 32317 | AFLAC | $6K | $648 | $6K | 2.89% |
| KIMBERLY M FUTCH3 | 415 PALM ST S STEINHATCHEE, FL 32359 | AFLAC | $3K | $267 | $3K | 1.59% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP INC | 1425 PIEDMONT DR E STE 101B TALLAHASSEE, FL 32308 | AFLAC | $2K | $267 | $2K | 1.14% |
| REBECCA PEAVEY BONDS3 | 28823 53RD DR BRANFORD, FL 32008 | AFLAC | $2K | — | $2K | 0.87% |
| JEREMY MICHAEL HASKELL3 | 109 DEMOTTE AVE PORT ORANGE, FL 32127 | AFLAC | $1K | — | $1K | 0.52% |
| CANDACE JACKSON3 | 932 JOHN CARTER RD BLOOMINGDALE, GA 31302 | AFLAC | $845 | $113 | $958 | 0.44% |
| SOUTHERN BENEFIT SOLUTIONS LLC3 | 2840 REMINGTON GREEN CIR STE B TALLAHASSEE, FL 32308 | AFLAC | $801 | — | $801 | 0.37% |
| CHRIS H ROBINSON3 | 2 MAYFIELD RD MECHANICSBURG, PA 17055 | AFLAC | $674 | — | $674 | 0.31% |
| JOSHUA T HILL3 | 365 NW 3RD ST LAKE BUTLER, FL 32054 | AFLAC | $633 | — | $633 | 0.29% |
| JASON BODDIE3 Filed as: JASON ISREAL BODDIE | 5242 LOUIS LN MIDDLEBURG, FL 32068 | AFLAC | $595 | — | $595 | 0.27% |
| ANGEL E HILL3 | 365 NW 3RD ST LAKE BUTLER, FL 32054 | AFLAC | $162 | — | $162 | 0.07% |
| LINDSAY NORFLEET FICO3 | 520 POPLAR ST UNIT 209 MACON, GA 31201 | AFLAC | $135 | — | $135 | 0.06% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | AFLAC | $122 | — | $122 | 0.06% |
| TAMMY SUZETTE SHIPP3 | 14341 NW 78 AVE TRENTON, FL 32693 | AFLAC | $118 | — | $118 | 0.05% |
| STEPHEN J YOUNG3 | 490 NW WOODLANDS TER LAKE CITY, FL 32055 | AFLAC | $112 | — | $112 | 0.05% |
| CHARLES HARTHUN3 Filed as: CHARLES BRYAN HARTHUN | 419 TYLER TRL JAMESTOWN, TN 38556 | AFLAC | $101 | — | $101 | 0.05% |
| TAMARA DIANNE NEWSOME3 | 238 VISTA CIR MACON, GA 31204 | AFLAC | $100 | $1 | $101 | 0.05% |
| KRISTINA LYNN GILBERT3 | 1722 SE BALBOA DR MADISON, FL 32340 | AFLAC | $99 | — | $99 | 0.05% |
| DANNY L LOPER3 | PO BOX 1378 LIVE OAK, FL 32064 | AFLAC | $71 | — | $71 | 0.03% |
| BRITTANY N GELABERT3 | PO BOX 15631 TALLAHASSEE, FL 32317 | AFLAC | $60 | — | $60 | 0.03% |
| CHRIS H ROBINSON3 | 34 BENTON CIR BLUFFTON, SC 29910 | AFLAC | $56 | — | $56 | 0.03% |
| BRIAN WHITE3 Filed as: BRIAN M HANLEY | 506 CANTERBURY DR LAGRANGE, GA 30241 | AFLAC | $47 | — | $47 | 0.02% |
| STEPHEN K WARNER3 | 176 SW SUNRISE WAY LAKE CITY, FL 32024 | AFLAC | $45 | — | $45 | 0.02% |
| JAMES M. CROSS3 Filed as: JAMES M CROSS | PO BOX 15631 TALLAHASSEE, FL 32317 | AFLAC | $41 | — | $41 | 0.02% |
| GIANA M COURT3 | 108 FLAGLER AVE EDGEWATER, FL 32132 | AFLAC | $21 | $6 | $27 | 0.01% |
| JOHNNY C DINGESS3 | PO BOX 114 JEFFREY, WV 25114 | AFLAC | $18 | — | $18 | 0.01% |
| CARSON LEE CHERRY3 | 1425 PIEDMONT DR E STE 101B TALLAHASSEE, FL 32308 | AFLAC | $18 | — | $18 | 0.01% |
| JIMMY D BOONE3 | 12626 BAYPOINTE TER CORTEZ, FL 34215 | AFLAC | $11 | — | $11 | 0.01% |
| JOEY C ADAMS3 | 317 NORTHEAST 36TH AVE STE 6 OCALA, FL 34470 | AFLAC | $11 | — | $11 | 0.01% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $9 | — | $9 | 0.00% |
| J W GRIMES INC3 | 8033 SPLENDOR WAY COLUMBUS, GA 31904 | AFLAC | $8 | — | $8 | 0.00% |
| DICKERT INSURANCE SERVICES LLC3 | 103 LAUGHING GULL LN CARRABELLE, FL 32322 | AFLAC | $6 | — | $6 | 0.00% |
| CRYSTAL BUSH3 | 11354 NE HIGHWAY 349 OLD TOWN, FL 32680 | AFLAC | $6 | — | $6 | 0.00% |
| GLENN HARLAN ROSE3 | 3930 S NOVA RD STE 203 WINTER GARDEN, FL 34787 | AFLAC | $5 | $1 | $6 | 0.00% |
| NOLAN KING3 | 2273 STANDING ROCK CIR WINTER GARDEN, FL 34787 | AFLAC | $5 | $1 | $6 | 0.00% |
| JENNIFER R FELL3 | 3121 STOKES STORE RD FORSYTH, GA 31029 | AFLAC | $5 | — | $5 | 0.00% |
| LANCE SHNIDER3 Filed as: LANCE V SHNIDER | 401 E OGLETHORPE AVE APT 1114 SAVANNAH, GA 31401 | AFLAC | $3 | — | $3 | 0.00% |
| JIMMY LEON JOHNSON3 | 411 WALNUT ST # 16846 GREEN COVE SPRINGS, FL 32043 | AFLAC | $2 | — | $2 | 0.00% |
| BRANDON CARL ADAMS3 | 64 SHELBY DR CRAWFORDVILLE, FL 32327 | AFLAC | $2 | — | $2 | 0.00% |
| AARON ANTHONY3 | 1700 FOUNTAIN CT APT 1303 COLUMBUS, GA 31904 | AFLAC | $2 | — | $2 | 0.00% |
| JOEY C ADAMS3 | 317 NORTHEAST 36TH AVE SUITE 6 OCALA, FL 34470 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT P FERRONE3 | PO BOX 246 APT 7 HAMILTON, GA 31811 | AFLAC | $0 | — | $0 | 0.00% |
| JEFFREY M SINTAY3 | 680 BLCKWELL BND ALPHARETTA, GA 30004 | AFLAC | $0 | — | $0 | 0.00% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: CAPITAL RISK MANAGEMENT LLC | 1350 MARKET ST STE 224 TALLAHASSEE, FL 323121785 | FLORIDA COMBINED LIFE | $9K | — | $9K | 9.08% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: CAPITAL RISK MANAGEMENT | 259 JOHN KNOX RD TALLAHASSEE, FL 323036676 | HUMANA INSURANCE COMPANY | $7K | — | $7K | 20.02% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: CAPITAL RISK MANAGEMENT LLC | 1350 MARKET ST STE 224 TALLAHASSEE, FL 323121785 | USABLE LIFE | $3K | — | $3K | 11.90% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: CAPITAL RISK MANAGEMENT LLC | 1350 MARKET ST STE 224 TALLAHASSEE, FL 323121785 | USABLE LIFE | $1K | — | $1K | 11.97% |
| ROBERT JOSEPH REED3 | 2986 STONYBROOK CT TALLAHASSEE, FL 32309 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $146 | — | $146 | 3.34% |
| ELIZABETH MARIE LANGEVIN3 Filed as: ELIZABETH ANNE FELL | 3996 RICHMOND PARK DR E JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | — | $63 | 1.44% |
| JOEY MIGUES3 Filed as: JOEY GRUBBS BENEFITS LLC | 525 TAYLOR RD MONTICELLO, FL 32344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.75% |
| ALYSON MARIE MCMAHON3 | 2127 GRASSY BASIN CT JACKSONVILLE, FL 32224 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.55% |
| GRUBBS INSURANCE3 | 525 TAYLOR RD MONTICELLO, FL 32344 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.41% |
| NICOLE TOWNSEND VEDDER3 | 6548 WILDEMEADE PL TALLAHASSEE, FL 32309 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.27% |
| DOROTHY RING3 | 8300 PLAZA GATE LN APT 1184 JACKSONVILLE, FL 32217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.21% |
| EDWARD ALBERT GUY JR3 | 716 RED FERN RD TALLAHASSEE, FL 32308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.16% |
| TANYA MIRIAM KAKON3 | 98 ABALONE LN E PONTE VEDRA BEACH, FL 32082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.11% |
| DAVID J MCCLELLAN3 Filed as: DAVID B MERKHOFER | 2704 SETTER PL TALLAHASSEE, FL 32303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.05% |
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 | 296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 296 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 144 | $1.4M |
| Dental | FLORIDA COMBINED LIFE | 167 | $97K |
| Vision | HUMANA INSURANCE COMPANY | 142 | $34K |
| Life insurance(3 contracts, 3 carriers) | AFLAC | 296 | $231K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 296 | $242K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 144 | $1.4M |
| Other(3 contracts, 3 carriers) | AFLAC | 296 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 296 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.