No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ERWIN LAX EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $143K |
| LORRAINE WILLIAMS EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| ANTHONY L. ROUNDTREE EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| SMITH, GAMBRELL & RUSSELL, LLP EIN 58-0967450 NONE | Legal; Direct payment from the plan Service code 29 | — | $68K |
| CUTHBERTSON & ASSOCIATES NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 12857 BAY PLANTATION DRIVE JACKSONVILLE, FL 32256 | $68K |
| PETRENE A CALDWELL EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| LISA GAST EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| GEOGRAMETRIX NONE | Consulting (general); Direct payment from the plan Service code 16 | 9838 OLD BAYMEADOWS ROAD #347 JACKSONVILLE, FL 32256 | $49K |
| TERRIE Y JACHO-SWANIGAN EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| DARYL M ALSTON EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $36K |
| MOSELEY, PRICHARD, PARRISH, KNIGHT EIN 59-1309328 NONE | Legal; Direct payment from the plan Service code 29 | — | $35K |
| DAHLIA KELLY EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| SAMUEL TORRES JR. EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $19K |
| RAYMOND WILLIAMS IV EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $18K |
| THE LAMBOS FIRM EIN 13-3864093 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| KEITH HOPKINS EIN 59-0832477 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $12K |
| HARDEN & ASSOCIATES EIN 59-2142739 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| SOUTHERN PC, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 9957 MOORINGS DRIVE UNIT 102 JACKSONVILLE, FL 32257 | $6K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 24-6310632 NONE | Direct payment from the plan; Securities brokerage; Other investment fees and expenses; Other services; Other fees; Securities brokerage commissions and fees; Investment advisory (plan); Custodial (securities); Other commissions Service code 19 | — | $636 |
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 | 545 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 221 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 157 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 766 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 766 | $302K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 766 | $302K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 766 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.