| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 21.59% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $736 | $2K | 21.72% |
| LASSITER WARE3 Filed as: LASSITER WARE INSURANCE | 1317 CITIZENS BLVD STE 125 LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $667 | $2K | 16.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $560 | $2K | 21.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $736 | $330 | $1K | 21.72% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $386 | $32 | $418 | 16.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $300 | $17 | $317 | 21.15% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $214 | $18 | $232 | 16.28% |
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 | 121 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 92 | $10K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $26K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $5K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $11K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 121 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.