| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE INC. | 101 STARCREST DRIVE NORTH CLEARWATER, FL 33765 | AETNA HEALTH, INC. | $48K | — | $48K | 5.82% |
| CHET PRATHER HORNE3 Filed as: CHET HORNE | 2847 POST ROAD SARASOTA, FL 34231 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9K | $566 | $10K | 10.24% |
| MARK J JELLEMA3 Filed as: MARK JELLEMA | 3719 ALOHA DR SARASOTA, FL 34232 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $72 | $2K | 2.53% |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $121 | $2K | 1.73% |
| CHRISTINE P HORNE3 Filed as: CHRISTINE HORNE | 3224 DARTMOUTH LN SARASOTA, FL 34239 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2K | $0 | $2K | 1.68% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE INC. | 8191 COLLEGE PARKWAY SUITE 202 FT MYERS, FL 33919 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $876 | $0 | $876 | 0.89% |
| BARTLEIN AND ASSOC INC3 Filed as: BARTLEIN AND ASSOC. INC | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $689 | $0 | $689 | 0.70% |
| MARY-ANNE MCKAY3 | 3360 TALLYWOOD CT SARASOTA, FL 34237 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $499 | $0 | $499 | 0.51% |
| MELINDA ADAMS3 | 480 SCHOONER ST NORTH PORT, FL 34287 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $368 | $0 | $368 | 0.38% |
| JOHN J GRUND3 Filed as: JOHN GRUND | 4119 24TH AVE WEST BRADENTON, FL 34205 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $316 | $0 | $316 | 0.32% |
| MEGHAN E MINNEHAN3 Filed as: MEGHAN MINNEHAN | 915 KNOWLES ST ROYAL OAK, MI 48067 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $233 | $35 | $268 | 0.27% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $154 | $0 | $154 | 0.16% |
| SUSAN BRIMHALL3 | 3921 CAPE SAN BLAS RD PORT SAN JOE, FL 32456 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $153 | — | $153 | 0.16% |
| PMB INSURANCE SERVICES3 | 8705 MISTY CREEK DR SARASOTA, FL 34241 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $91 | $0 | $91 | 0.09% |
| JANET LYNN BOMWELL3 Filed as: JANET BOMWELL | 3652 CINCINNATI ST NORTH PORT, FL 34286 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $80 | — | $80 | 0.08% |
| REBECCA A MCQUILLEN3 | 1108 67TH STREET COURT E BRADENTON, FL 34208 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $67 | $0 | $67 | 0.07% |
| JOHN SUMNER3 | PO BOX 9808 BRADETON, FL 34206 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $59 | — | $59 | 0.06% |
| J W GRIMES INC3 | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $53 | — | $53 | 0.05% |
| JAMIE HARTT3 | 23285 WILBER RD PORT CHARLOTTE, FL 33980 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $51 | $0 | $51 | 0.05% |
| ROGER L KNIGHT3 Filed as: ROGER KNIGHT | 4715 HIGH GROVE RD TALLAHASSEE, FL 32309 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $36 | $0 | $36 | 0.04% |
| BRENDA GARRETT3 | 107 S SAN AGUSTIN DR MOORESVILLE, NC 26117 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $32 | — | $32 | 0.03% |
| RANDALL BARTLEIN3 | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $31 | $0 | $31 | 0.03% |
| JANINE FOX3 | 18 HAVILAND DR SCENECTADY, NY 12302 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $28 | — | $28 | 0.03% |
| GRAVES INC3 | 5659 W HOLIDAY ST HOMOSASSA, FL 34446 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $26 | — | $26 | 0.03% |
| JOAN A FARNHAM3 Filed as: JOAN FARNHAM | 5138 39TH ST W BRADENTON FL, FL 34210 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $26 | — | $26 | 0.03% |
| LESLI L STRICKLAND3 Filed as: LESLI STRICKLAND | PO BOX 1161 ELLENTON, FL 34222 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $24 | — | $24 | 0.02% |
| JEFFREY GLENN YARISH3 Filed as: JEFFREY YARISH | 16122 ARMISTED LN ODESSA, FL 33556 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $20 | — | $20 | 0.02% |
| JIMMY D BOONE3 Filed as: JIMMY BOONE | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $19 | $0 | $19 | 0.02% |
| IBUSINESS SOLUTIONS INC3 | 7020 PROFESSIONAL PKWY W STE 100 SARASOTA, FL 34240 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $19 | — | $19 | 0.02% |
| JAMES P SMITH3 | 4388 WAXWING COURT BOYTON BEACH, FL 33436 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $18 | — | $18 | 0.02% |
| SANDRA WHITELEY3 | 1707 60TH ST SOUTH GULFPORT, FL 33707 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $18 | — | $18 | 0.02% |
| NORA M FOLKERS3 Filed as: NORA FOLKERS | 1121 CANE MILL LN BRADENTON, FL 34212 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $17 | — | $17 | 0.02% |
| RICHARD PIERRO3 | 5550 26TH ST W #7 BRADENTON, FL 34207 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $15 | — | $15 | 0.02% |
| WILLIAM R. WHITELEY3 Filed as: WILLIAM WHITELEY | 1707 60TH ST SOUTH GULFPORT, FL 33707 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $15 | — | $15 | 0.02% |
| DOUGLAS A SMOOT Filed as: DOUGLAS SMOOT | 3714 65TH AVE E SARASOTA, FL 34243 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $15 | — | $15 | 0.02% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | 19115 LIVINGSTON AVE LUTZ, FL 33559 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $15 | — | $15 | 0.02% |
| HAROLD L STAFFORD3 Filed as: HAROLD STAFFORD | 5381 W HILLSBORO BLVD APT 108 COCONUT CREEK, FL 33073 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | — | $13 | 0.01% |
| RICARDO G SORIANO3 Filed as: RICARDO SORIANO | 2044 ASHLEY OAKS CIR STE 102 WESLEY CHAPEL, FL 33544 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $12 | — | $12 | 0.01% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE INC. | 101 STARCREST DRIVE NORTH CLEARWATER, FL 33765 | HUMANA INSURANCE COMPANY (DENTAL PPO) | $4K | $1K | $5K | 12.64% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE INC. | 101 STARCREST DRIVE NORTH CLEARWATER, FL 33765 | HUMANA INSURANCE COMPANY | $885 | $223 | $1K | 14.73% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE INC. | 101 STARCREST DRIVE NORTH CLEARWATER, FL 33765 | COMPBENEFITS COMPANY (DENTAL HMO) | $453 | $254 | $707 | 15.57% |
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 | 163 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY (DENTAL PPO) | 98 | $43K |
| Vision | HUMANA INSURANCE COMPANY | 84 | $8K |
| Short-term disability | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | 119 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 149 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.