| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BOULEVARD LEESSBURG, FL 34748 | GUARDIAN | $22K | — | $22K | 10.00% |
| TIMOTHY B DONNELLY3 | 5960 92ND AVE N PINELLAS PARK, FL 33782 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $43 | $2K | 5.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 3.00% |
| COACH CONCEPTS INC3 | 4750 HURON RD ST PETERSBURG, FL 33708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $780 | $16 | $796 | 1.69% |
| DONALD R JAWORSKI3 | 9691 SW 76TH LANE RD OCALA, FL 34481 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $590 | — | $590 | 1.26% |
| NYRA VELASCO3 | 1904 CAPRI RD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $428 | — | $428 | 0.91% |
| STEPHANIE SHEPPA3 | 3687 IMPERIAL RIDGE PKWY PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | — | $230 | 0.49% |
| PAT WILLIAMS INSURANCE CONSULTANTS3 Filed as: PAT WILLIAMS INS CONSULTANTS INC | 18201 GULF BLVD REDINGTON SHORES, FL 33708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | — | $103 | 0.22% |
| CONNIE R FOX3 | 14305 TENNYSON DR HUDSON, FL 34667 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.07% |
| SCHMIDT BENEFIT GROUP INC3 | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.05% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.05% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SERVICES | PO BOX 745961 ATLANTA, GA 30374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.04% |
| KAREN PICCININI3 | 6609 THE LANDINGS DR BELLE ISLE, FL 32812 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| ADVANCE PLANNING CENTER INC3 | 3436 S GROVE TERRACE IVERNESS, FL 34450 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| ALLEGIANT BENEFITS & SERVICES LLC3 | 7512 DR PHILLIPS BLVD ORLANDO, FL 32819 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.03% |
| LAURA MCCLUNG PLYLER3 Filed as: LAURA PATRICE NANCE | 13214 77TH PL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| WWW INSURANCE, LLC3 Filed as: WWW INSURANCE LLC | 300 1ST AVENUE S FL 5 ST PETERSBURG, FL 33701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| JOHN PICCININI3 | 6609 THE LANDINGS DR ORLANDO, FL 32812 | 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% |
| SEVA GROUP LLC3 | 731 CYPRESS POINTE LANE HAYNESVILLE, NC 28904 | 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% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 | 3909 SHORESIDE CIR TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| GINAKES & ASSOCIATES LLC3 | 1020 W SPEEDWAY BLVD STE 102 DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HORIZON BENEFITS LLC3 | 1150 N LOOP 1640 W SAN ANTONIO, TX 78258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ANNALIESE CLARK3 | 1336 HIDEWAY DR S SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ENROLLMENT ALLIANCE LLC3 | 1302 N 19TH ST STE 150 TAMPA, FL 33605 | 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 COUNTRY 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% |
| THOMAS SNYDER3 | 10539 DEDEKE DR NEW BRAUNFELS, TX 78132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MICHAEL SNYDER3 | 19518 KILBOURN RD HARLINGEN, TX 78550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CHOICE BENEFITS SOLUTIONS LLC3 Filed as: CHOICE BENEFITS SOLUTIONS | 11399 81ST PL 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 | 289 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 211 | $1.7M |
| Dental | GUARDIAN | 283 | $217K |
| Vision | GUARDIAN | 283 | $217K |
| Life insurance(2 contracts, 2 carriers) | GUARDIAN | 283 | $264K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 63 | $47K |
| Long-term disability | GUARDIAN | 283 | $217K |
| Other(2 contracts, 2 carriers) | GUARDIAN | 283 | $264K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.