| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BALDWIN KRYSTYN SHERMAN PARTNERS3 | 4211 W BOY SCOUT BLVD STE 800 TAMPA, FL 33607 | AETNA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 0.54% |
| CHET PRATHER HORNE3 | 2847 POST ROAD SARASOTA, FL 34231 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3K | $193 | $4K | 6.18% |
| MARK J JELLEMA3 | 12521 HONORE AVE APT 116 SARASOTA, FL 34238 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1K | $45 | $1K | 2.27% |
| CHRISTINE P HORNE3 | 3224 DARTMOUTH LANE SARASOTA, FL 34239 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $606 | $0 | $606 | 1.06% |
| SHERI CROOK INC3 | 2151 COOK LN ALVA, FL 33920 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $265 | $26 | $291 | 0.51% |
| NICOLE LYNN RIHANEK3 | 5535 NIGHT OWL TER PALMETTO, FL 34221 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $213 | $19 | $232 | 0.41% |
| JUSTIN M REYNOLDS3 | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $214 | $0 | $214 | 0.37% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $210 | $0 | $210 | 0.37% |
| MARY-ANNE MCKAY3 | 3360 TALLYWOOD CT SARASOTA, FL 34237 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $166 | $0 | $166 | 0.29% |
| JOHN J GRUND3 | 4119 24TH AVE W BRADENTON, FL 34205 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $153 | $0 | $153 | 0.27% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INS AGCY | 101 N STARCREST DR. PO BOX 6090 CLEARWATER, FL 33765 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $93 | $0 | $93 | 0.16% |
| ROGER BOUCHARD INSURANCE INC3 | PO BOX 6090 CLEARWATER, FL 33758 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $92 | $0 | $92 | 0.16% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INS INC | PO BOX 6090 101 N STARCREST DR. CLEARWATER, FL 33758 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $85 | $0 | $85 | 0.15% |
| MEGHAN E MINNEHAN3 | 916 KNOWLES ST ROYAL OAK, MI 48067 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $72 | $0 | $72 | 0.13% |
| RANDALL BARTLEIN3 Filed as: RANDALL J BARTLEIN | 2831 RINGLING BLVD STE B203 SARASOTA, FL 34237 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $64 | $0 | $64 | 0.11% |
| MELINDA ADAMS3 | 480 SCHOONER ST NORTH PORT, FL 34287 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $62 | $0 | $62 | 0.11% |
| MARY REBECCA WEATHERLY3 | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $54 | $0 | $54 | 0.09% |
| ROBERT J HORNE3 | 3224 DARTMOUTH LANE SARASOTA, FL 34239 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $52 | $0 | $52 | 0.09% |
| SUSAN C BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $45 | $0 | $45 | 0.08% |
| REBECCA A MCQUILLEN3 | 1108 67TH STREET CT E BRADENTON, FL 34208 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $40 | $0 | $40 | 0.07% |
| J W GRIMES INC3 | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $39 | $0 | $39 | 0.07% |
| PMB INSURANCE SERVICES3 | 8705 MISTY CREEK DR SARASOTA, FL 34241 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $38 | $0 | $38 | 0.07% |
| ROGER L KNIGHT3 | 4715 HIGHGROVE RD TALLAHASSEE, FL 32309 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $23 | $0 | $23 | 0.04% |
| LESLI L STRICKLAND3 | PO BOX 1161 ELLENTON, FL 34222 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $22 | $0 | $22 | 0.04% |
| JAMES P SMITH3 | 4388 WAXWING CT BOYNTON BEACH, FL 33436 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $16 | $0 | $16 | 0.03% |
| GRAVES INC3 | 5659 W HOLIDAY ST HOMOSASSA, FL 34446 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $13 | $0 | $13 | 0.02% |
| DEBBY MIEDEMA3 | 5365 BARTOLOMEO ST SARASOTA, FL 34238 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $11 | $0 | $11 | 0.02% |
| DAVID E BARTSCHY3 | 48 BRADSHAW RD HIAWASSEE, GA 30546 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | $0 | $10 | 0.02% |
| LELAND E MCCRAVY3 | 9736 SPYGLASS DR VILLA RICA, GA 30180 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | $0 | $10 | 0.02% |
| JANINE FOX3 | 18 HAVILAND DR SCHENECTADY, NY 12302 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $8 | $0 | $8 | 0.01% |
| JAMES (JAY) GRIMES3 | 554 ROBERT WILLIAMS RD PINE MOUNTAIN, GA 31822 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $7 | $0 | $7 | 0.01% |
| C HUDSON AND ASSOCIATES3 | 2843 TWIN PINE RD THOMSON, GA 30824 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $5 | $0 | $5 | 0.01% |
| RANDALL BARTLEIN3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | $0 | $4 | 0.01% |
| FRANCIS V CRUZ3 | PO BOX 302 BRADFORDWOODS, PA 15015 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | $0 | $4 | 0.01% |
| JEFFREY GLENN YARISH3 | 8575 SUNSET CT TREASURE ISLAND, FL 33706 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.01% |
| HORACE R WEAVER III3 | 2512 GARDEN ST MERAUX, LA 70075 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.01% |
| MARK C LEE3 | 11500 COUNTY LINE RD MIDLAND, GA 31820 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | $0 | $3 | 0.01% |
| ELLEN D JAMES3 | 5110 TARI STREAM WAY BRANDON, FL 33511 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | $0 | $2 | 0.00% |
| JAMES ARTHUR HARBOUR3 Filed as: JAMES A HARBOUR | 405 BARSCHALL DR COLUMBUS, GA 31904 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | $0 | $2 | 0.00% |
| OMER S BASS IV3 | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | $0 | $2 | 0.00% |
| KIMBERLY DIAN CROCKETT3 | 505 LEE ROAD 214 PHENIX CITY, AL 36870 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | $0 | $2 | 0.00% |
| JENNIFER B MOREHEAD3 | 26267 WALKING HORSE TRL BROOKSVILLE, FL 34601 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| DELORES ELAINE PINKOWSKI3 | HC 64 BOX 1815 CASTLE VALLEY, UT 84532 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| BRENT L GOODE3 | 16282 ALLURA CIR APT 1225 NAPLES, FL 34110 | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | $0 | $1 | 0.00% |
| BALDWIN KRYSTYN SHERMAN PARTNERS3 | 4211 W BOY SCOUT BLVD STE 800 TAMPA, FL 33607 | HUMANA INSURANCE COMPANY (DENTAL PPO) | $5K | $58 | $5K | 10.04% |
| BALDWIN KRYSTYN SHERMAN PARTNERS3 | 4211 W BOY SCOUT BLVD STE 800 TAMPA, FL 33607 | HUMANA INSURANCE COMPANY (VISION) | $973 | $16 | $989 | 12.12% |
| BALDWIN KRYSTYN SHERMAN PARTNERS3 | 4211 W BOY SCOUT BLVD STE 800 TAMPA, FL 33607 | COMPBENEFITS COMPANY (DENTAL HMO) | $436 | $16 | $452 | 10.36% |
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 | 120 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 129 | $683K |
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY (DENTAL PPO) | 79 | $51K |
| Vision | HUMANA INSURANCE COMPANY (VISION) | 82 | $8K |
| Short-term disability | AFLAC - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | 70 | $57K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.