| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 600 HIGHWAY 169 SOUTH, SUITE 1200 SAINT LOUIS PARK, MN 55426 | AETNA LIFE INSURANCE COMPANY | — | $87K | $87K | 3.64% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 800 NORTH MAGNOLIA AVENUE SUITE 106 ORLANDO, FL 32803 | AETNA LIFE INSURANCE COMPANY | — | $67 | $67 | 0.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 2502 NORTH ROCKY POINT DRIVE SUITE 400 TAMPA, FL 33607 | PRINCIPAL LIFE INSURANCE COMPANY | $36K | — | $36K | 8.92% |
| GARRY LYNN JOHNSON3 | 3850 EAST BASELINE ROAD, SUITE 121 MESA, AZ 85206 | PRINCIPAL LIFE INSURANCE COMPANY | — | $2K | $2K | 0.48% |
| JANILLE C. MCCALL3 | 1496 DORAL ROAD ORLANDO, FL 32825 | AFLAC | $3K | $52 | $3K | 7.98% |
| MJ INSURANCE3 Filed as: MFK AND ASSOC. AND VARIOUS AGENTS | 4505 PINE TREE CIRCLE, SUITE 201 BIRMINGHAM, AL 35243 | AFLAC | $351 | $21 | $372 | 0.93% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP, INC. | 1650 SAND LAKE ROAD, SUITE 201D ORLANDO, FL 32809 | AFLAC | $371 | — | $371 | 0.93% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES, INC. | 13313 FALCON POINTE DRIVE ORLANDO, FL 32837 | AFLAC | $292 | $11 | $303 | 0.76% |
| HARLENE MATZA3 | 101 SPRINGWOOD LANE MOORESVILLE, NC 28117 | AFLAC | $249 | — | $249 | 0.63% |
| J W GRIMES INC3 Filed as: JW GRIMES, INC. | 7659 HERITAGE CROSSING WAY REUNION, FL 34747 | AFLAC | $184 | — | $184 | 0.46% |
| JOYCE WEBER ENTERPRISES INC3 Filed as: JOYCE WEBER ENTERPRISES, INC. | 13313 FALCON POINTE DRIVE ORLANDO, FL 32837 | AFLAC | $98 | — | $98 | 0.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | PO BOX 203334 DALLAS, TX 75320 | VISION SERVICE PLAN | $931 | — | $931 | 10.00% |
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 | 194 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 196 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 364 | $2.4M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $402K |
| Vision | VISION SERVICE PLAN | 86 | $9K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $402K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $402K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $402K |
| Prescription drug | AETNA LIFE INSURANCE COMPANY | 364 | $2.4M |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 323 | $441K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 364 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.