| 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 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BOULEVARD LEESBURG, FL 34748 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $24K | $7K | $31K | 12.72% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | $0 | — | $0 | 0.00% |
| TIMOTHY B DONNELLY3 | 5960 92ND AVE N PINELLAS, FL 33782 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $33 | $2K | 4.04% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.55% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DR SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $695 | $25 | $720 | 1.54% |
| DONALD R JAWORSKI3 | 9691 SW 76TH LANE RD OCALA, FL 34481 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $613 | — | $613 | 1.31% |
| NYRA VELASCO3 | 1904 CAPRI RD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $346 | $86 | $432 | 0.92% |
| STEPHANIE SHEPPA3 | 3687 IMPERIAL RIDGE PKWY PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $240 | — | $240 | 0.51% |
| PAT WILLIAMS INSURANCE CONSULTANTS3 Filed as: PAT WILLIAMS INS CONSULTANTS INC | 18201 GULF BLVD REDINGTON SHORES, FL 33708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | — | $98 | 0.21% |
| CONNIE R FOX3 | 14305 TENNYSON DR. HUDSON, FL 34667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.07% |
| ADVANCE PLANNING CENTER INC3 | 3436 S GROVE TERRACE INVERNESS, FL 33450 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.06% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.06% |
| SCHMIDT BENEFIT GROUP INC3 Filed as: SCHMIDT BENEFIT GROUP | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | PO BOX 745961 ATLANTA, GA 30374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| KAREN PICCININI3 | 6609 THE LANDINGS DR BELLE ISLE, FL 32812 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| ALLEGIANT BENEFITS & SERVICES LLC3 | 7512 DR PHILLIPS BLVD STE 50-8 ORLANDO, FL 32819 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| LAURA MCCLUNG PLYLER3 Filed as: LAURA PATRICE NANCE | 13214 88TH PL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.02% |
| JOHN PICCININI3 | 425 W COLONIAL DR STE 304 ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| BRYAN ANTHONY GONZALEZ3 | 8408 QUARTZ PL TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| ROBERT S SHESTACK3 | 9385 MILLER LN GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| SA GENERAL AGENCY INC3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| CTL SERVICES INC3 | 1140 CLIMBING ROSE DR ORLANDO, FL 32818 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 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% |
| THOMAS WALLACE JR3 | 200 COUNTY ROAD 444 OXFORD, MS 38655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| TRILOGY BENEFITS CONSULTING LLC3 | 11635 GROVE ST SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 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 | 287 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 287 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 209 | $1.7M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 287 | $240K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 287 | $240K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 287 | $287K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 70 | $47K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 287 | $240K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 209 | $1.7M |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 287 | $287K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 287 | — |
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.