| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | $35K | — | $35K | 3.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | HEALTH OPTIONS, INC | $3K | — | $3K | 3.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| C LAMBERT INC3 | 3717 GRIFFIN AVE LADY LAKE, FL 32159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $322 | $5K | 8.20% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 6.36% |
| JAMIE A CONTRERAS-VESTAL3 | P.O. BOX 1240 DELAND, FL 32721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $942 | $59 | $1K | 1.73% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $545 | $185 | $730 | 1.26% |
| BRIAN R CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $479 | $79 | $558 | 0.97% |
| CAVENDER INVESTMENTS INC3 | 3535 THORNE PATH OXFORD, FL 34484 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | — | $72 | 0.12% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.26% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $979 | — | $979 | 15.01% |
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 | 201 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 201 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 165 | $1.3M |
| Dental | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 185 | $79K |
| Vision | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 141 | $15K |
| Life insurance(2 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 201 | $45K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 201 | $38K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 201 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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.