No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ERWIN LAX EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $154K |
| ANTHONY L ROUNDTREE EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| LORRAINE WILLIAMS EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| PETRENE A CALDWELL EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| CYNTHIA POWELL EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| GEOGRAMETRIX INC NONE | Consulting (general); Direct payment from the plan Service code 16 | 9838 OLD BAYMEADOWS RD #347 JACKSONVILLE, FL 32202 | $56K |
| TERRIE Y JACHO-SWANIGAN EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $47K |
| SMITH, GAMBRELL & RUSSELL, LLP EIN 58-0967450 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| MOSELEY, PRICHARD, PARRISH, KNIGHT EIN 59-1309328 NONE | Legal; Direct payment from the plan Service code 29 | — | $33K |
| ANGELA ROBERTS EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| WYNETTA MCGRAW EIN 59-0834277 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| DARRYL M ALSTON EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $25K |
| RAYMOND GIBSON EIN 59-0834277 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $22K |
| THE LAMBOS FIRM EIN 13-3864093 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| HARDEN & ASSOCIATES EIN 59-2142739 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $10K |
| VENTURE POINTE NONE | Direct payment from the plan; Consulting (general) Service code 16 | 8659 BAYPINE ROAD SUITE 106 JACKSONVILLE, FL 32256 | $8K |
| RAYMOND WILLIAMS IV EIN 59-0834277 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $7K |
| COMPREHENSIVE CONSULTING NONE | Direct payment from the plan; Consulting (general) Service code 16 | 5038 DORSEY HALL DRIVE ELLICOTT, MD 21042 | $7K |
| SOUTHERN PC TECHNOLOGIES, LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 9957 MOORINGS DRIVE UNIT 102 JACKSONVILLE, FL 32257 | $7K |
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 | 217 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 831 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 831 | $349K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 831 | $349K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 831 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.