| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMPSON INS & FINANCIAL SERV3 Filed as: THOMPSON INSURANCE & FIN SERV | 2233 LEE ROAD STE 209-A WINTER PARK, FL 327891845 | BLUE CROSS BLUE SHIELD OF FLORIDA | $40K | — | $40K | 4.00% |
| DARRELL STANLEY BRANDIMORE3 | 2100 54TH STREET NORTH ST. PETERSBURG, FL 33710 | AFLAC | $7K | $5 | $7K | 7.88% |
| GROVE FINANCIAL LLC3 | 494 ORANGE STREET PALM HARBOR, FL 34683 | AFLAC | $658 | $3 | $661 | 0.74% |
| CARLA LOOPER3 Filed as: CARLA L. LOOPER | P.O. BOX 10357 BROOKSVILLE, FL 34603 | AFLAC | $541 | — | $541 | 0.61% |
| HELEN MARIE GENITO3 | 3610 8TH AVENUE NORTH ST. PETERSBURG, FL 33713 | AFLAC | $515 | — | $515 | 0.58% |
| EBERHART & ASSOCIATES INC3 Filed as: EBERHART & ASSOC., INC. | 11097 PARKSIDE PRESERVE WAY JACKSONVILLE, FL 32257 | AFLAC | $418 | — | $418 | 0.47% |
| COREY WEAVER3 | 2450 HERON TERRACE APT D103 CLEARWATER, FL 33762 | AFLAC | $271 | $1 | $272 | 0.30% |
| SHANE M OWEN3 Filed as: SHANE CRAIG DAVISON | 3013 LARGE HOP LANE ANTIOCH, TN 37013 | AFLAC | $230 | — | $230 | 0.26% |
| RAVONE MARVELLE GRAHAM3 | 7601 ARCADIA TRAIL FORT WORTH, TX 76137 | AFLAC | $192 | — | $192 | 0.21% |
| BRANDY ANN HARTIN3 | 12203 STATE STREET TAMPA, FL 33635 | AFLAC | $167 | — | $167 | 0.19% |
| SUSAN C BRIMHALL3 Filed as: SUSAN C. BRIMHALL | P.O. BOX 8 LAKE PLACID, NY 12946 | AFLAC | $166 | — | $166 | 0.19% |
| KATHRYN SUZANNE AXENTE3 | 7020 PELICAN ISLAND DRIVE TAMPA, FL 33634 | AFLAC | $162 | — | $162 | 0.18% |
| BETH LUANNE KIMBROUGH3 | 6750 N. ANDREWS AVE STE 200 FORT LAUDERDALE, FL 33309 | AFLAC | $162 | — | $162 | 0.18% |
| MATTHEW S. COLLINS3 | 14110 NORTH BAYSHORE DRIVE MADEIRA BEACH, FL 33708 | AFLAC | $122 | — | $122 | 0.14% |
| CHRISTOPHER W GRAHAM3 Filed as: CHRISTOPHER W. GRAHAM | 2 CHASE CORPORATE DR SUITE 140 HOOVER, AL 35244 | AFLAC | $111 | — | $111 | 0.12% |
| JANINE FOX3 | 18 HAVILAND DRIVE SCHENECTADY, NY 12302 | AFLAC | $30 | — | $30 | 0.03% |
| FRANCIS V CRUZ3 | 150 MAPLE DRIVE WEXFORD, PA 15090 | AFLAC | $12 | — | $12 | 0.01% |
| JEFFREY GLENN YARISH3 | 8575 SUNSET COURT TREASURE ISLAND, FL 33706 | AFLAC | $10 | — | $10 | 0.01% |
| MARY REBECCA WEATHERLY3 | 1934 E. LEEWYNN DRIVE SARASOTA, FL 34240 | AFLAC | $7 | — | $7 | 0.01% |
| HORACE R WEAVER III3 Filed as: HORACE R. WEAVER III | 2512 GARDEN STREET MERAUX, LA 70075 | AFLAC | $5 | — | $5 | 0.01% |
| THOMPSON INS & FINANCIAL SERV3 | 2233 LEE ROAD STE 209-A WINTER PARK, FL 327891845 | FLORIDA COMBINED LIFE | $7K | — | $7K | 9.69% |
| THOMPSON INS & FINANCIAL SERV | 2233 LEE ROAD STE-209-A WINTER PARK, FL 327891845 | BLUE CROSS & BLUE SHIELD OF FLORIDA, INC. | $780 | — | $780 | 3.13% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP, INC. | 2233 LEE ROAD STE-204 WINTER PARK, FL 32789 | BLUE CROSS & BLUE SHIELD OF FLORIDA, INC. | $238 | — | $238 | 0.96% |
| BRUCE A. DAVIS & ASSOC., INC.3 | P.O. BOX 622 HAINES CITY, FL 33845 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| BRUCE A. DAVIS & ASSOC., INC.3 Filed as: BRUCE A DAVIS & ASSOC. INC. | P.O. BOX 622 HAINES CITY, FL 33845 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| BRUCE A. DAVIS & ASSOC., INC.3 Filed as: BRUCE A. DAVIS & ASSOC. INC. | P.O. BOX 622 HAINES CITY, FL 33845 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $716 | — | $716 | 15.01% |
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 | 113 | 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) | 113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 113 | $1.0M |
| Dental | FLORIDA COMBINED LIFE | 111 | $69K |
| Vision | BLUE CROSS & BLUE SHIELD OF FLORIDA, INC. | 94 | $25K |
| Life insurance(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 131 | $32K |
| Short-term disability | AFLAC | 115 | $89K |
| Long-term disability(2 contracts, 2 carriers) | AFLAC | 115 | $94K |
| Other(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 131 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 131 | — |
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.