| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BALDWIN KRYSTYN SHERMAN PARTNERS3 | 4010 W BOY SCOUT BLVD SUITE 200 TAMPA, FL 33607 | HEALTH OPTIONS | $34K | $0 | $34K | 4.36% |
| CHET PRATHER HORNE3 Filed as: CHET HORNE | 2847 POST ROAD SARASOTA, FL 34231 | AFLAC | $3K | $328 | $3K | 6.61% |
| MARK J JELLEMA3 Filed as: MARK JELLEMA | 2575 UNIVERSITY PKWY UNIT 202 SARASOTA, FL 34243 | AFLAC | $1K | $41 | $1K | 2.66% |
| CHRISTINE P HORNE3 Filed as: CHRISTINE HORNE | 3224 DARTMOUTH LN SARASOTA, FL 34239 | AFLAC | $472 | $0 | $472 | 0.96% |
| BRENT L GOODE3 | 2115 IMPERIAL GOLF COURSE BLVD NAPLES, FL 34110 | AFLAC | $398 | $62 | $460 | 0.94% |
| JOHN JOSEPH GILLOTTI3 | 37 CLUBHOUSE ROAD ROTONDA WEST, FL 33947 | AFLAC | $280 | $0 | $280 | 0.57% |
| RANDALL BARTLEIN3 Filed as: RANDALL J BARTLEIN | 2831 RINGLING BLVD SUITE B203 SARASOTA, FL 34237 | AFLAC | $227 | $0 | $227 | 0.46% |
| SUNDY PARKER3 | 3806 TRIPLE JUMP STREET VALRICO, FL 33596 | AFLAC | $193 | $21 | $214 | 0.44% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE INC. | 101 N STARCREST DRIVE CLEARWATER, FL 33765 | AFLAC | $163 | $0 | $163 | 0.33% |
| MARY-ANNE MCKAY3 | 770 DODGE ROAD GETZVILLE, NY 14068 | AFLAC | $127 | $0 | $127 | 0.26% |
| SHERI CROOK INC3 | 2151 COOK LANE ALVA, FL 33920 | AFLAC | $122 | $0 | $122 | 0.25% |
| JOHN J GRUND3 Filed as: JOHN GRUND | 4119 24TH AVE WEST BRADENTON, FL 34205 | AFLAC | $122 | $0 | $122 | 0.25% |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $110 | $0 | $110 | 0.22% |
| MEGHAN E MINNEHAN3 Filed as: MEGHAN MINNEHAN | 915 KNOWLES ST ROYAL OAK, MI 48067 | AFLAC | $62 | $0 | $62 | 0.13% |
| MELINDA ADAMS3 | 480 SCHOONER ST NORTH PORT, FL 34287 | AFLAC | $43 | $0 | $43 | 0.09% |
| J W GRIMES INC3 | 6201 RIVER RD APT 1305 COLUMBUS, GA 31904 | AFLAC | $39 | $0 | $39 | 0.08% |
| REBECCA A MCQUILLEN3 | 1108 67TH STREET COURT E BRADENTON, FL 34208 | AFLAC | $38 | $0 | $38 | 0.08% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 273 WILLIAMSBURG DR MT WASHINGTON, KY 40047 | AFLAC | $37 | $0 | $37 | 0.08% |
| NICOLE LYNN RIHANEK3 | 5535 NIGHT OWL TER PALMETTO, FL 34221 | AFLAC | $34 | $0 | $34 | 0.07% |
| SUSAN BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $32 | $0 | $32 | 0.07% |
| PMB INSURANCE SERVICES3 | 8705 MISTY CREEK DR SARASOTA, FL 34241 | AFLAC | $31 | $0 | $31 | 0.06% |
| ROGER BOUCHARD INSURANCE INC3 | PO BOX 6090 CLEARWATER, FL 33758 | AFLAC | $24 | $0 | $24 | 0.05% |
| ROGER L KNIGHT3 Filed as: ROGER KNIGHT | 4715 HIGH GROVE RD TALLAHASSEE, FL 32309 | AFLAC | $23 | $0 | $23 | 0.05% |
| LESLI L STRICKLAND3 Filed as: LESLI STRICKLAND | PO BOX 1161 ELLENTON, FL 34222 | AFLAC | $22 | $0 | $22 | 0.04% |
| JAMES P SMITH3 | 4388 WAXWING COURT BOYTON BEACH, FL 33436 | AFLAC | $16 | $0 | $16 | 0.03% |
| DEBBY MIEDEMA3 | 5365 BARTOLOMEO STREET SARASOTA, FL 34238 | AFLAC | $11 | $0 | $11 | 0.02% |
| DAVID E BARTSCHY3 | 48 BRADSHAW ROAD HIAWASSEE, GA 30546 | AFLAC | $10 | $0 | $10 | 0.02% |
| LELAND E MCCRAVY3 | 9736 SPYGLASS DRIVE VILLA RICA, GA 30180 | AFLAC | $10 | $0 | $10 | 0.02% |
| GRAVES INC3 | 5659 W HOLIDAY ST HOMOSASSA, FL 34446 | AFLAC | $9 | $0 | $9 | 0.02% |
| BARTLEIN AND ASSOCIATES INC3 | 22465 PANTHER LOOP BRADENTON, FL 34238 | AFLAC | $7 | $0 | $7 | 0.01% |
| JAMES (JAY) GRIMES3 Filed as: JAMES JAY GRIMES | 554 ROBERT WILLIAMS ROAD PINE MOUNTAIN, GA 31822 | AFLAC | $7 | $0 | $7 | 0.01% |
| JANINE FOX3 | 18 HAVILAND DR SCENECTADY, NY 12302 | AFLAC | $6 | $0 | $6 | 0.01% |
| C HUDSON AND ASSOCIATES3 | 2843 TWIN PINE ROAD THOMSON, GA 30824 | AFLAC | $5 | $0 | $5 | 0.01% |
| KELLY A IRVINE3 Filed as: KELLY ANN IRVINE | 15801 WHITE ORCHID LN FORT MYERS, FL 33908 | AFLAC | $5 | $0 | $5 | 0.01% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | PO BOX 302 BRADFORDWOODS, PA 15015 | AFLAC | $4 | $0 | $4 | 0.01% |
| MARK C LEE3 | 8229 FRANK HOUSER AVE COLUMBUS, GA 31909 | AFLAC | $3 | $0 | $3 | 0.01% |
| RANDALL BARTLEIN3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $3 | $0 | $3 | 0.01% |
| HORACE R WEAVER III3 | 2512 GARDEN STREET MERAUX, LA 70075 | AFLAC | $3 | $0 | $3 | 0.01% |
| JAMES ARTHUR HARBOUR3 Filed as: JAMES A HARBOUR | 7725 GATEWAY UNIT 2503 IRVINE, CA 92618 | AFLAC | $2 | $0 | $2 | 0.00% |
| JEFFREY GLENN YARISH3 | 8575 SUNSET COURT TREASURE ISLAND, FM 33706 | AFLAC | $2 | $0 | $2 | 0.00% |
| ELLEN D JAMES3 | 5110 TARI STREAM WAY BRANDON, FL 33511 | AFLAC | $2 | $0 | $2 | 0.00% |
| KIMBERLY DIAN CROCKETT3 | 172 WALKING STICK DRIVE ELLERSLIE, GA 31807 | AFLAC | $1 | $0 | $1 | 0.00% |
| OMER S BASS IV3 | 565 W GATEWAY COURT MERRITT ISLAND, FL 32952 | AFLAC | $1 | $0 | $1 | 0.00% |
| JENNIFER B MOREHEAD3 | 26267 WALKING HORSE TRAIL BROOKSVILLE, FL 34601 | AFLAC | $1 | $0 | $1 | 0.00% |
| DELORES ELAINE PINKOWSKI3 | HC 64 BOX 1815 CASTLE VALLEY, UT 84532 | AFLAC | $1 | $0 | $1 | 0.00% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4211 W BOY SCOUT BLVD SUITE 800 TAMPA, FL 33607 | HUMANA INSURANCE COMPANY | $5K | $0 | $5K | 10.30% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4994 LOWER ROSWELL ROAD SUITE 5 MARIETTA, GA 30068 | HUMANA INSURANCE COMPANY | $0 | $2K | $2K | 4.26% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4211 W BOY SCOUT BLVD SUITE 800 TAMPA, FL 33607 | COMPBENEFITS COMPANY | $528 | $0 | $528 | 9.98% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4994 LOWER ROSWELL ROAD SUITE 5 MARIETTA, GA 30068 | COMPBENEFITS COMPANY | $0 | $412 | $412 | 7.78% |
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 | 118 | 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) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH OPTIONS | 86 | $787K |
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 70 | $53K |
| Vision | HUMANA INSURANCE COMPANY | 70 | $47K |
| Prescription drug | HEALTH OPTIONS | 86 | $787K |
| Other | AFLAC | 55 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 86 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.