| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 8430 ENTERPRISE CIRCLE SUITE 110 LAKEWOOD RANCH, FL 34202 | BLUE CROSS BLUE SHIELD OF FLORIDA | $52K | $0 | $52K | 4.00% |
| ACRISURE LLC3 | 5664 PRARIE CREEK DRIVE SE CALEDONIA, MI 49316 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $0 | $13K | 7.84% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA GARCEAU INSURANCE | PO BOX 1788 GRAND RAPIDS, MI 49501 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.10% |
| ACRISURE LLC3 | 8430 ENTERPRISE CIRCLE SUITE 110 LAKEWOOD RANCH, FL 34202 | BLUE CROSS BLUE SHIELD OF FLORIDA | $3K | $0 | $3K | 4.00% |
| GAYLE D WOLFE3 | PO BOX 10833 BRADENTON, FL 34282 | AFLAC | $1K | $73 | $1K | 6.44% |
| SHANNON PAOLA IBARRA3 | 5551 SAWGRASS ROAD SARASOTA, FL 34232 | AFLAC | $644 | $0 | $644 | 3.29% |
| SHANNON PAOLA IBARRA3 | 2043 OLENTARY STREET SARASOTA, FL 34231 | AFLAC | $632 | $0 | $632 | 3.23% |
| SHERI CROOK INC3 | 2151 COOK LANE ALVA, FL 33920 | AFLAC | $381 | $0 | $381 | 1.95% |
| MICHELLE M COUNTER3 | 7553 ALUMNI TRAIL SARASOTA, FL 34243 | AFLAC | $292 | $0 | $292 | 1.49% |
| PAMELA G GIORDANO3 | 5114 33RD STREET E BRADENTON, FL 34203 | AFLAC | $176 | $15 | $191 | 0.98% |
| SHANNON PAOLA IBARRA3 | 4176 53RD AVE W APT 1601 BRADENTON, FL 34210 | AFLAC | $131 | $0 | $131 | 0.67% |
| JUSTIN M REYNOLDS3 | 8433 ENTERPRISE CIRCLE SUITE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $100 | $15 | $115 | 0.59% |
| URSULA HUNT3 | 5707 45TH STREET E LOT 208 BRADENTON, FL 34203 | AFLAC | $83 | $0 | $83 | 0.42% |
| JOAN A FARNHAM3 | 113 BROOKWOOD DRIVE THOMASVILLE, GA 31792 | AFLAC | $39 | $0 | $39 | 0.20% |
| BARTLEIN AND ASSOCIATES INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $27 | $0 | $27 | 0.14% |
| MARY REBECCA WEATHERLY3 | 1934 E LEEWYNN DRIVE SARASOTA, FL 34240 | AFLAC | $9 | $0 | $9 | 0.05% |
| SUSAN C BRIMHALL3 | PO BOX 336 SMITHS STATION, AL 36877 | AFLAC | $5 | $0 | $5 | 0.03% |
| NICHOLAS JOHN ZEC JR3 | 6706 88TH STREET E BRADENTON, FL 34202 | AFLAC | $5 | $0 | $5 | 0.03% |
| REBECCA A MCQUILLEN3 Filed as: REBECCA MCQUILLON | 1108 67TH STREET CT E BRADENTON, FL 34208 | AFLAC | $5 | $0 | $5 | 0.03% |
| FRANCIS V CRUZ3 | 150 MAPLE DRIVE WEXFORD, PA 15090 | AFLAC | $2 | $0 | $2 | 0.01% |
| HORACE R WEAVER III3 | 106 FOUNTAIN DRIVE SLIDELL, LA 70458 | AFLAC | $2 | $0 | $2 | 0.01% |
| JANINE FOX3 | 18 HAVILAND DRIVE SCHENECTADY, NY 12302 | AFLAC | $2 | $0 | $2 | 0.01% |
| KIMBERLY DIAN CROCKETT3 | 505 LEE ROAD 214 PHENIX CITY, AL 36870 | AFLAC | $1 | $0 | $1 | 0.01% |
| FRANCIS V CRUZ3 | 19115 LIVINGSTON AVE LUTZ, FL 33559 | AFLAC | $1 | $0 | $1 | 0.01% |
| ACRISURE LLC3 | 5664 PRARIE CREEK DRIVE SE CALEDONIA, MI 49316 | SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION | $869 | $0 | $869 | 8.00% |
| ACRISURE LLC3 Filed as: ACRISURE DBA GARCEAU INSURANCE | PO BOX 1788 GRAND RAPIDS, MI 49501 | SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION | $0 | $139 | $139 | 1.28% |
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 | 291 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 135 | $1.4M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 291 | $177K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 291 | $166K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 291 | $166K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 291 | $166K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 291 | $166K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 135 | $1.4M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 291 | $186K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.