| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | HEALTH OPTIONS, INC. | $0 | $0 | $0 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | $0 | $0 | $0 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BOULEVARD LEESBURG, FL 34748 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $19K | $7K | $26K | 13.37% |
| DONALD R JAWORSKI3 | 9691 SW 76 LANE ROAD OCALA, FL 34481 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $10 | $2K | 2.99% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $744 | $19 | $763 | 1.36% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | P.O. BOX 490690 LEESBURG, FL 34749 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $724 | $37 | $761 | 1.36% |
| STEPHANIE SHEPPA3 | 3687 IMPERIAL RIDGE PKWY PALM HARBORE, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $482 | — | $482 | 0.86% |
| PAT WILLIAMS INSURANCE CONSULTANTS3 | 18201 GULF BLVD REDINGTON SHORES, FL 33708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | — | $204 | 0.36% |
| TIMOTHY B DONNELLY3 | 5960 92ND AVE N PINELLAS PARK, FL 33782 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $202 | $1 | $203 | 0.36% |
| ADVANCE PLANNING CENTER INC3 | 3436 S GROVE TERRACE INVERNESS, FL 34450 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | — | $113 | 0.20% |
| PATMAR GROUP INC3 | 13214 88TH PLACE N SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 0.16% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | — | $52 | 0.09% |
| BRYAN ANTHONY GONZALEZ3 | 8408 QUARTZ PLACE TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | — | $36 | 0.06% |
| CHRISTINA MARIE KONCZESKI3 | 648 SOUTH STREET APT 2 BOSTON, MA 02131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| SUSAN M WINSLOW3 | 6284 105TH TERRACE PINELLAS PARK, FL 33782 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| ROSA SHALA3 | 16112 HARBOUR VISTA CIR ST AUGUSTINE, FL 32080 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.03% |
| WAYNE CUNNINGHAM3 | 388 HIGH TIDE DRIVE ST AUGUSTINE, FL 32020 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| CTL SERVICES INC3 | 1140 CLIMBING ROSE DR ORLANDO, FL 32818 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| THOMAS WALLACE JR3 | 57 WYN OAK DRIVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| CARRIE RUTTER3 | 2907 14TH ST N ST PETERSBURG, FL 33704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| VONDA DANELLE GOLUB3 | 3330 OVERLOOK DR NE SAINT PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JOHN E CUMMINGS3 Filed as: JOHN JOHNSON | 1618 FOX GLEN CT WINTER SPRINGS, FL 32708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| PAMELA COPLE SMITH3 Filed as: PAMELA SMITH | 128 NORTH ZION STREET WINNSBORO, SC 29180 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHRISTOPHER A DEAN3 | 555 WEST GRANADA BLVD ORMOND BEACH, FL 32174 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND O LAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| RICHARD RIVERA3 | 7603 COCONUT CREEK CT ORLANDO, FL 32822 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ANNALIESE CLARK3 | 1336 HIDEAWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ANN ASCANI3 | 2809 WINDING TRAIL DR VALRICO, FL 33596 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| SCHMIDT BENEFIT GROUP INC3 | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| EMMA ANN DEAN3 | 350 SOUTH BEVEDERE DRIVE HAMPSTEAD, NC 28443 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| NORTH FLORIDA BENEFIT SOLUTIONS INC3 | 12659-1 PLUMMER GRANT ROAD JACKSONVILLE, FL 32258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| NOEL PERRY CLARK3 | 37205 SOUTHERN GLEN WAY HILLIARD, FL 32046 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
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 | 265 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 150 | $1.5M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 265 | $194K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 265 | $194K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 265 | $250K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 86 | $56K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 265 | $194K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 150 | $1.5M |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 265 | $250K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 265 | — |
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."
No prospect flags tripped on this filing.