| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER WARE INC | P.O. BOX 490690 LEESBURG, FL 34749 | BLUE CROSS BLUE SHIELD OF FLORIDA | $39K | — | $39K | 3.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | PO BOX 490690 LESSBURG, FL 34748 | HEALTH OPTIONS, INC | $4K | — | $4K | 3.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | $300 | $11K | 11.71% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | — | $1K | $1K | 1.13% |
| C LAMBERT INC3 | 3717 GRIFFIN AVE LADY LAKE, FL 32159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $291 | $4K | 7.67% |
| LASSITER WARE3 Filed as: LASSITER-WARE INS INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 6.19% |
| JAMIE A CONTRERAS-VESTAL3 | P.O. BOX 1240 DELAND, FL 32721 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $145 | $1K | 2.08% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $544 | $292 | $836 | 1.51% |
| BRIAN R CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $441 | $330 | $771 | 1.40% |
| CAVENDER INVESTMENTS INC3 | 3535 THORNE PATH OXFORD, FL 34484 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.07% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | USABLE LIFE | $7K | — | $7K | 15.14% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 | 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | USABLE LIFE | $977 | — | $977 | 2.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | USABLE LIFE | $4K | — | $4K | 13.72% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 | 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | USABLE LIFE | $647 | — | $647 | 2.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | USABLE LIFE | $810 | — | $810 | 14.98% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 | 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | USABLE LIFE | $108 | — | $108 | 2.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | USABLE LIFE | $660 | — | $660 | 14.99% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 | 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | USABLE LIFE | $88 | — | $88 | 2.00% |
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 | 237 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 237 | 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 | 181 | $1.4M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 320 | $95K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 320 | $95K |
| Life insurance(2 contracts) | USABLE LIFE | 237 | $54K |
| Short-term disability | USABLE LIFE | 237 | $32K |
| Prescription drug | HEALTH OPTIONS, INC | 18 | $128K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 237 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 320 | — |
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.