| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST | 2965 ALT 19 PALM HARBOR, FL 34683 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6K | $3K | $9K | 9.96% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | PO BOX 373 TAMPA, FL 33601 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 3.41% |
| AON CONSULTING INC3 Filed as: BSWIFT LLC | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $907 | — | $907 | 1.05% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $741 | $2K | 8.51% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 5.13% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.89% |
| ACRISURE LLC5 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $936 | $936 | 4.45% |
| ACRISURE LLC5 Filed as: ACRISURE, LLC | 9500 S. DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $468 | $468 | 2.22% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $989 | $895 | $2K | 9.26% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 5.39% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $967 | — | $967 | 4.75% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $417 | $526 | $943 | 6.85% |
| ACRISURE LLC5 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $936 | $936 | 6.80% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $504 | — | $504 | 3.66% |
| ACRISURE LLC5 Filed as: ACRISURE, LLC | 9500 S. DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $468 | $468 | 3.40% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $456 | — | $456 | 3.31% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $298 | $361 | $659 | 7.20% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY, LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $321 | — | $321 | 3.51% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $297 | — | $297 | 3.24% |
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 | 272 | 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) | 272 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS | 136 | $1.5M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 168 | $86K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 168 | $86K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 272 | $9K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 87 | $21K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 53 | $20K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS | 136 | $1.3M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 272 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 272 | — |
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.