| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMPSON INS & FINANCIAL SERV3 Filed as: THOMPSON INS AND FINANCIAL SERVICES | 2211 LEE RD STE 212 WINTER PARK, FL 32789 | BLUEOPTIONS | $26K | $0 | $26K | 3.80% |
| THOMPSON INS & FINANCIAL SERV3 Filed as: THOMPSON INS AND FINANCIAL SERVICES | 2211 LEE RD STE 212 WINTER PARK, FL 32789 | BLUEOPTIONS | $10K | $0 | $10K | 3.77% |
| SIHLE INSURANCE GROUP INC3 Filed as: SIHLE INSURANCE GROUP | 1021 DOUGLAS AVE ALTAMONTE SPRINGS, FL 32714 | PRINCIPAL | $31K | $9K | $41K | 16.34% |
| NORWOOD BENEFIT SERVICES INC3 Filed as: NORWOOD BENEFIT SERVICES, INC | 6478 LONG BREEZE RD LONGWOOD, FL 32810 | COLONIAL LIFE CO | $8K | $5K | $12K | 32.64% |
| THOMPSON INS & FINANCIAL SERV3 Filed as: THOMPSON INS AND FINANCIAL SERVICES | 2211 LEE RD STE 212 WINTER PARK, FL 32789 | COLONIAL LIFE CO | $8K | — | $8K | 20.65% |
| VIVIAN IVELISSE BLASINI3 Filed as: VIVIAN IVELISSI BLASINI | 2733 BALLARD AVE ORLANDO, FL 32833 | COLONIAL LIFE CO | $2K | $474 | $2K | 6.26% |
| SIERRA ALVARADO3 | 700 EAGLE AVE LONGWOOD, FL 32750 | COLONIAL LIFE CO | $2K | — | $2K | 6.07% |
| GREGORY ALLEN BATTEN3 | 2026 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE CO | $574 | $158 | $732 | 1.92% |
| LAURA ANNE BAILEY BATTEN3 | 2026 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE CO | $573 | $0 | $573 | 1.50% |
| YESENIA A SANCHEZ3 | 1021 DELRIDGE AVE ORLANDO, FL 32804 | COLONIAL LIFE CO | $366 | $13 | $379 | 0.99% |
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 | 143 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUEOPTIONS | 76 | $992K |
| Dental | PRINCIPAL | 210 | $249K |
| Vision | PRINCIPAL | 210 | $249K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL | 210 | $288K |
| Short-term disability | PRINCIPAL | 210 | $249K |
| Long-term disability | PRINCIPAL | 210 | $249K |
| Prescription drug(2 contracts) | BLUEOPTIONS | 76 | $954K |
| Other(2 contracts, 2 carriers) | PRINCIPAL | 210 | $288K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.