| 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 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | — | — | $0 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BOULEVARD LEESBURG, FL 34748 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $21K | $9K | $30K | 14.14% |
| TIMOTHY B DONNELLY3 | 5960 92ND AVE N PINELLAS PARK, FL 33782 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $126 | $2K | 4.27% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $402 | $2K | 3.73% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $298 | $1K | 2.32% |
| DONALD R JAWORSKI3 | 9691 SW 76 LANE ROAD OCALA, FL 34481 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.11% |
| ALLYN INCORPORATED3 | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $556 | $38 | $594 | 1.03% |
| STEPHANIE SHEPPA3 | 3687 IMPERIAL RIDGE PKWY PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $593 | — | $593 | 1.03% |
| PAT WILLIAMS INSURANCE CONSULTANTS3 | 18201 GULF BLVD REDINGTON SHORES, FL 33708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $216 | — | $216 | 0.38% |
| CARRIE RUTTER3 | 2907 14TH ST N ST PETERSBURG, FL 33704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $186 | $11 | $197 | 0.34% |
| ADVANCE PLANNING CENTER INC3 | 3436 S GROVE TERRACE INVERNESS, FL 34450 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | — | $107 | 0.19% |
| NYRA VELASCO3 | 1904 CAPRI ROAD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $12 | $68 | 0.12% |
| PATMAR GROUP INC3 | 13214 88TH PL N SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | — | $67 | 0.12% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.10% |
| BRYAN ANTHONY GONZALEZ3 | 8408 QUARTZ PL TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.07% |
| SCHMIDT BENEFIT GROUP INC3 | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $14 | $37 | 0.06% |
| LAURA MCCLUNG PLYLER3 Filed as: LAURA PATRICE NANCE | 13214 88TH PL N SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.02% |
| CHRISTINA MARIE KONCZESKI3 | 648 SOUTH STREET APT 2 BOSTON, MA 02131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| ROSA SHALA3 | 16112 HARBOUR VISTA CIR ST AUGUSTINE, FL 32080 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| WAYNE CUNNINGHAM3 | 388 HIGH TIDE DRIVE ST AUGUSTINE, FL 32080 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| THOMAS WALLACE JR3 | 57 WYN OAK DRIVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| VONDA DANELLE GOLUB3 | 3330 OVERLOOK DR NE SAINT PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| CTL SERVICES INC3 | 1140 CLIMBING ROSE DR ORLANDO, FL 32818 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| JOHN E CUMMINGS3 Filed as: JOHN JOHNSON | 1618 FOX GLEN CT WINTER SPRINGS, FL 32708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| RICHARD RIVERA3 | 7603 COCONUT CREEK CT ORLANDO, FL 32822 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 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% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | 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% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND O LAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | 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 | $0 | — | $0 | 0.00% |
| EMMA ANN DEAN3 | 344 SOUTH BELVEDERE DRIVE HAMPSTEAD, NC 28443 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| ANN ASCANI3 | 2809 WINDING TRAIL DR VALRICO, FL 33596 | 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% |
| SUSAN M WINSLOW3 | 9281 54TH ST N PINELLAS PARK, FL 33782 | 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 | 282 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 282 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 228 | $1.6M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 282 | $215K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 282 | $215K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 282 | $272K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 81 | $57K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 282 | $215K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 228 | $1.6M |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 282 | $272K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 282 | — |
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.