| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PR INS SERV LL | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $27K | $27K | 3.82% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $3K | $3K | 0.36% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $1K | $6K | 18.70% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $589 | $4K | 11.77% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $583 | $3K | 18.69% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $789 | $789 | 5.00% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $257 | $1K | 18.66% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $351 | $351 | 5.00% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $736 | $288 | $1K | 20.88% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $245 | $245 | 4.99% |
| ALLTRUST INSURANCE3 | 2965 ALT 19 PALM HARBOR, FL 33629 | U.S. LEGAL SERVICES INC. | $539 | — | $539 | 11.41% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | U.S. LEGAL SERVICES INC. | $147 | — | $147 | 3.11% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $598 | $215 | $813 | 27.24% |
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 | 100 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 74 | $707K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 88 | $33K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 79 | $3K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 100 | $12K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 99 | $33K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 99 | $16K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 100 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 100 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.