| 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 | $37K | — | $37K | 5.01% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BOULEVARD LEESBURG, FL 34748 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | $414 | $12K | 11.16% |
| WORKSITE AMERICA LLC3 | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $435 | $2K | 4.20% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.22% |
| SHELBY GROUP INC3 | 1009 PARK DRIVE DUNEDIN, FL 34698 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $963 | $46 | $1K | 1.92% |
| SUSAN B BOYETTE3 | 8869 MISTY CREEK DR SARASOTA, FL 34241 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $941 | — | $941 | 1.79% |
| PATRICIA M CARDUCCI3 | 4784 SIMCOE STREET PALM HARBOR, FL 34683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $255 | $131 | $386 | 0.73% |
| HEIDI S WEISHAUPT3 | 4520 29TH AVE CIR C PALMETTO, FL 34221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $223 | — | $223 | 0.42% |
| DUPUY & ASSOCIATES INC3 Filed as: DUPUY ASSOCIATES INC | PO BOX 1131 ESTERO, FL 33928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | — | $173 | 0.33% |
| SHIRLEY B DRAKE3 | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $99 | $56 | $155 | 0.29% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.18% |
| PAT WILLIAMS INSURANCE CONSULTANTS3 | 18201 GULF BLVD REDINGTON SHORES, FL 33708 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.11% |
| JANET S DOHERTY3 | 1001 STARKEY RD LARGO, FL 33771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.10% |
| TDG FINANCIAL SERVICES INC3 | 192 FAIRWAY MEADOWS DR HAYESVILLE, NC 28904 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.06% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.03% |
| G R S INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | $2K | — | $2K | 5.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 21.81% |
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 | 133 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC | 92 | $783K |
| Dental | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 133 | $110K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 133 | $110K |
| Life insurance | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 133 | $110K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 23 | $21K |
| Prescription drug | HEALTH OPTIONS, INC | 92 | $745K |
| Other(2 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 133 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 133 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.