| 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 | $582 | $3K | 18.21% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $428 | $2K | 18.14% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PARTNERS | 1317 CITIZENS BLVD LEESBURG, FL 34748 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | $13 | $1K | 10.03% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | — | $512 | $512 | 4.95% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | — | $209 | $209 | 2.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $280 | $2K | 18.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $155 | $2K | 22.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $827 | $172 | $999 | 18.12% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $812 | $135 | $947 | 17.49% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $761 | $100 | $861 | 16.98% |
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 | 122 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 172 | $10K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 122 | $27K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 122 | $6K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 122 | $14K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 122 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 172 | — |
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.