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 | — | $151K |
| LORRAINE WILLIAMS EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $96K |
| PETRENE A. CALDWELL EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| ANTHONY L ROUNDTREE EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $87K |
| SAMUEL TORRES JR. EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| GEOGRAMETRIX NONE | Direct payment from the plan; Consulting (general) Service code 16 | 9838 OLD BAYMEADOWS ROAD #347 JACKSONVILLE, FL 32256 | $54K |
| TERRIE Y JACHO-SWANIGAN EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| CYNTHIA POWELL EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $44K |
| DAHLIA KELLY EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| MOSELEY PRICHARD PARRISH KNIGHT & J EIN 59-1309328 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| DARYL M ALSTON EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| RAYMOND WILLIAMS IV EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| CUTHBERTSON & ASSOCIATES NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 12857 BAY PLANTATION DRIVE JACKSONVILLE, FL 32256 | $23K |
| THE LAMBOS FIRM, LLP EIN 13-3864093 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| SMITH, GAMBRELL & RUSSELL, LLP EIN 58-0967450 NONE | Legal; Direct payment from the plan Service code 29 | — | $17K |
| HARDEN & ASSOCIATES EIN 59-2142739 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $15K |
| VETERAN SOLUTIONS TECHNOLOGY LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 204 EAST BETONY BRANCH WAY ST JOHNS, FL 32259 | $7K |
| PENSION BOARD CONSULTANTS, INC. EIN 59-1997474 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $5K |
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 | 614 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 248 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 155 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 862 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 862 | $367K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 862 | $367K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 862 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.