| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 201629 DALLAS, TX 75320 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $88K | $88K | 3.65% |
| USI INSURANCE SERVICES LLC3 | 2502 NORTH ROCKY POINT DRIVE SUITE 400 TAMPA, FL 33607 | PRINCIPAL LIFE INSURANCE COMPANY | $37K | $0 | $37K | 8.22% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 0.68% |
| GARRY LYNN JOHNSON3 | 3850 EAST BASELINE ROAD, SUITE 121 MESA, AZ 85206 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.50% |
| USI INSURANCE SERVICES LLC3 | 580 NORTH 4TH STREET, SUITE 400 COLUMBUS, OH 43215 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.47% |
| JANILLE C. MCCALL3 | 1520 CASA RIO DRIVE ORLANDO, FL 32825 | AFLAC | $2K | $0 | $2K | 5.89% |
| JOYCE WEBER ENTERPRISES INC3 Filed as: JOYCE WEBER ENTERPRISES, INC. | 13313 FALCON POINTE DRIVE ORLANDO, FL 32837 | AFLAC | $522 | $68 | $590 | 1.99% |
| J W GRIMES INC3 Filed as: J. W. GRIMES, INC. AND OTHER AGENTS | 6165 WATERFORD ROAD COLUMBUS, GA 31094 | AFLAC | $433 | $0 | $433 | 1.46% |
| J WEBER AND ASSOCIATES INC3 Filed as: J. WEBER AND ASSOCIATES, INC. | 13313 FALCON POINTE DRIVE ORLANDO, FL 32837 | AFLAC | $295 | $77 | $372 | 1.26% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES,INC. | 13313 FALCON POINTE DRIVE ORLANDO, FL 32837 | AFLAC | $309 | $27 | $336 | 1.13% |
| JUSTIN WAYNE WEBER3 | 12030 AGANA STREET ORLANDO, FL 32837 | AFLAC | $235 | $18 | $253 | 0.85% |
| THE PERRY GROUP INC3 Filed as: THE PERRY GROUP, INC. | 1650 SAND LAKE ROAD, SUITE 201D ORLANDO, FL 32809 | AFLAC | $222 | $0 | $222 | 0.75% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 201629 DALLAS, TX 75320 | VISION SERVICE PLAN | $1K | $0 | $1K | 10.77% |
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 | 172 | 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) | 172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 224 | $2.4M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 291 | $454K |
| Vision | VISION SERVICE PLAN | 92 | $10K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 291 | $454K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 291 | $454K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 291 | $454K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 224 | $2.4M |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 291 | $484K |
| 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."
No prospect flags tripped on this filing.