| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 | 1317 CITIZENS PL LEESBURG, FL 34474 | COLONIAL LIFE AND ACCIDENT | $14K | $2K | $16K | 13.63% |
| C LAMBERT INC3 | 3717 GRIFFIN AVE LADY LAKE, FL 32159 | COLONIAL LIFE AND ACCIDENT | $8K | $5K | $12K | 10.33% |
| GINAKES & ASSOCIATES LLC3 Filed as: GINAKES& ASSOCIATES | 101 INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE AND ACCIDENT | $2K | $2K | $4K | 3.16% |
| DAWN CORNELIUSSEN3 | 4038 GRIFFINVIEW DR LADY LAKE, FL 32159 | COLONIAL LIFE AND ACCIDENT | $2K | $294 | $3K | 2.31% |
| BRIAN R CHOWNING3 Filed as: BRIAN CHOWNING | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE AND ACCIDENT | $2K | $752 | $3K | 2.20% |
| JAMIE A CONTRERAS-VESTAL3 Filed as: JAMIE CONTRERAS | PO BOX 1240 DELAND, FL 32721 | COLONIAL LIFE AND ACCIDENT | $2K | $434 | $2K | 1.66% |
| OMAR ENRIQUE FIGUEROA3 Filed as: OMAR FIGUEROA | 3424 DOUGLAS CT KISSIMMEE, FL 34746 | COLONIAL LIFE AND ACCIDENT | $1K | $184 | $1K | 1.07% |
| KAYLA CHOWNING3 | 1143 ARPEIKA ST FT LAUDERDALE, FL 33312 | COLONIAL LIFE AND ACCIDENT | $951 | $91 | $1K | 0.87% |
| THE GRANT AGENCY INC3 Filed as: THE GRANT AGENCY | PO BOX 41544 JAX, FL 32244 | COLONIAL LIFE AND ACCIDENT | $274 | $750 | $1K | 0.85% |
| IIAYDA SELVI3 | 180 ISLE OF VENICE FT LAUDERDALE, FL 33301 | COLONIAL LIFE AND ACCIDENT | $639 | $9 | $648 | 0.54% |
| CAVENDER INVESTMENTS INC3 Filed as: CAVENDER INVETSMENTS | 1268 N CIRCLE DR CRYSTAL RIVER, FL 34429 | COLONIAL LIFE AND ACCIDENT | $258 | $27 | $285 | 0.24% |
| TAYLOR L CAVENDER3 | 2983 COVENANT DR JACKSONVILLE, FL 32224 | COLONIAL LIFE AND ACCIDENT | $258 | $27 | $285 | 0.24% |
| MACDOUGAL BENEFITS LLC3 Filed as: MACDOUGAL BENEFITS | 613 S POKEBERRY PL ST JOHNS, FL 32259 | COLONIAL LIFE AND ACCIDENT | $165 | $90 | $255 | 0.21% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTIONS | 1009 VERONA STREET KISSIMMEE, FL 34741 | COLONIAL LIFE AND ACCIDENT | $80 | $85 | $165 | 0.14% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER RESMODO | 29040 OAKTREE DRIVE KISSIMMMEE, FL 34744 | COLONIAL LIFE AND ACCIDENT | $76 | $31 | $107 | 0.09% |
| JERRY LYNN MCMILLIAN SR Filed as: JERRY MCMILLAN | 5514 BARRINGTON CT JAX, FL 32244 | COLONIAL LIFE AND ACCIDENT | — | — | $0 | 0.00% |
| JASON LETSINGER3 | 36839 WOODS DR FRUITALND PARK, FL 34731 | COLONIAL LIFE AND ACCIDENT | — | — | $0 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INSURANCE | 2701 MAITLAND CENTER PKWY #125 MAITLAND, FL 32751 | THE LINCOLN NATIONALLIFE INSURANCE COMPANY | $10K | — | $10K | 10.00% |
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 | 562 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 562 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 477 | $2.5M |
| Dental | THE LINCOLN NATIONALLIFE INSURANCE COMPANY | 151 | $96K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $0 |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 562 | $118K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 562 | $150K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 562 | $150K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 477 | $2.5M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE AND ACCIDENT | 562 | $239K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 562 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.