| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE HAZEL & ASSOCIATES INC | 10739 DEERWOOD PARK BLVD JACKSONVILLE, FL 32256 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | — | $27K | 9.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LTD. | 10739 DEERWOOD PARK BLVD, SUITE 200 JACKSONVILLE, FL 32256 | AETNA LIFE INSURANCE CO | $33K | — | $33K | 14.95% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK STREET, SUITE 207 MT PLEASANT, SC 29466 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 12.30% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE HAZEL & ASSOCIATES INC | 10739 DEERWOOD PARK BLVD, SUITE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.64% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $793 | — | $793 | 2.43% |
| US BENTEC WORKPLACE SOLUTIONS3 | 99 WOOD AVENUE SOUTH, ST 501 ISELIN, NJ 08830 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $116 | — | $116 | 0.36% |
| ROGERS BENEFIT GROUP INC3 Filed as: THOMAS ROGERS | 1119 COPPER FIELD CIRCLE MACCLENNY, FL 32063 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.10% |
| ROBERT L GOBLE3 Filed as: ROBERT P HARLING | PO BOX 10295 GREENVILLE, SC 29603 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.04% |
| ROBERT VICTOR WOERNER II3 Filed as: ROBERT V WOERNER II | 210 16TH ST, UNIT K SAINT AUGUSTINE, FL 32080 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| BEST WORKSITE BENEFITS INC3 | 6817 SOUTHPOINT PKWY, UNIT 2303 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.02% |
| CREATIVE WORKSITE SOLUTIONS LLC3 | 3404 SALTERBECK STREET, SUITE 207 MT PLEASANT, SC 29466 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 8.27% |
| HYLANT GROUP INC3 | 811 MADISON AVE TOLEDO, OH 43604 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 3.70% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE HAZEL & ASSOCIATES INC | 10739 DEERWOOD PARK BLVD, SUITE 200 JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $842 | — | $842 | 2.71% |
| US BENTEC WORKPLACE SOLUTIONS3 | 99 WOOD AVENUE SOUTH, ST 501 ISELIN, NJ 08830 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $60 | — | $60 | 0.19% |
| ROGERS BENEFIT GROUP INC3 Filed as: THOMAS ROGERS | 1119 COPPER FIELD CIRCLE MACCLENNY, FL 32063 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.07% |
| BEST WORKSITE BENEFITS INC3 | 6817 SOUTHPOINT PKWY, UNIT 2303 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.03% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF FL IN EIN 59-2015694 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | 4800 DEARWOOD CAMPUS PARKWAY JACKSONVILLE, FL 32246 | $327K |
| GREENE-HAZEL & ASSOCIATES, INC EIN 59-2447356 BROKER | Other commissions Service code 55 | 10739 DEERWOOD PARK BLVD JACKSONVILLE, FL 32256 | $25K |
| TELADOC PA EIN 20-1020949 PROVIDER | Accounting (including auditing) Service code 10 | 1945 LAKEPOINTE DRIVE LEWISVILLE, TX 75057 | $0 |
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 | 755 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 755 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. | 531 | $218K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $276K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 980 | $276K |
| Life insurance | AETNA LIFE INSURANCE CO | 755 | $218K |
| Short-term disability(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 755 | $282K |
| Long-term disability | AETNA LIFE INSURANCE CO | 755 | $218K |
| Prescription drug | RXBENEFITS | 564 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. | 531 | $218K |
| Other(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 755 | $282K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 980 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.