| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EXCALIBUR FINANCIAL GROUP3 | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | BLUE CROSS BLUE SHIELD OF FLORIDA | $18K | — | $18K | 5.00% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | BLUE CROSS BLUE SHIELD OF FLORIDA | $9K | — | $9K | 5.00% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 5.82% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | AETNA LIFE INSURANCE CO | $3K | — | $3K | 11.43% |
| EXCALIBUR FINANCIAL GROUP3 | 302 KNIGHTS RUN AVE STE 1000 TAMPA, FL 33602 | AETNA LIFE INSURANCE CO | $163 | — | $163 | 0.69% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $954 | $29 | $983 | 4.58% |
| YOLANDA TRISTANCHO-HELWIG3 | 449 CENTRAL AVE SAINT PETERSBURG, FL 33701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $387 | $13 | $400 | 1.86% |
| JEFFERY C FABRIZIO3 | 6406 KEY ISLAND AVE APOLLO BEACH, FL 33572 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $144 | $3 | $147 | 0.68% |
| RONALD SADOFSKY3 | 13553 CREST LAKE DR HUDSON, FL 34669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | — | $83 | 0.39% |
| JOSHUA A ZIMMERMAN3 | 302 KNIGHTS RUN AVE TAMPA, FL 33602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | — | $63 | 0.29% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 Filed as: HEIL BUSINESS SOLUTIONS CORP | 4921 PENNSBURY DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $13 | $43 | 0.20% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $10 | $29 | 0.14% |
| JADE COMPANIES LLC3 Filed as: JADE ALEXANDRA DAVIS | 215 CENTRAL AVE #3H ST PETERSBURG, FL 33701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.14% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND OLAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.12% |
| CHOICE BENEFIT SOLUTIONS INC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.12% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.12% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | ADVANTICA REINSURANCE COMPANY | $864 | — | $864 | 15.01% |
| KIMBERLY A BUCKLEW3 | 2281 CRYSTALVIEW CT LAKELAND, FL 33801 | AFLAC | $129 | — | $129 | 3.46% |
| RUBY ROBB3 | 3216 THACKERY WAY PLANT CITY, FL 33566 | AFLAC | $71 | — | $71 | 1.91% |
| HARRY M WIMER III INC3 | 4440 LENNI CIR EMMAUS, PA 18049 | AFLAC | $67 | — | $67 | 1.80% |
| HEARTLAND BENEFITS INC3 | 233 EAST CENTER AVE SEBRING, FL 33870 | AFLAC | $36 | — | $36 | 0.97% |
| OMER S BASS IV3 | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $35 | — | $35 | 0.94% |
| THE PERRY GROUP INC3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $25 | — | $25 | 0.67% |
| CYNTHIA M WIMER3 | 4440 LENNI CIR EMMAUS, PA 18049 | AFLAC | $21 | — | $21 | 0.56% |
| BARTLEIN AND ASSOC INC3 | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC | $14 | — | $14 | 0.38% |
| ROBERT L TRAPNELL JR3 | 19 N INDIAN RIVER DR APT 701 COCOA, FL 32922 | AFLAC | $7 | — | $7 | 0.19% |
| JULIE TRULUCK3 | 1934 PANTHEON DR WINTER GARDEN, FL 34787 | AFLAC | $6 | — | $6 | 0.16% |
| J W GRIMES INC3 | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $2 | — | $2 | 0.05% |
| KIMBERLY DIAN CROCKETT3 | 732 SILVER SAND DR CORDOVA, TN 38018 | AFLAC | $1 | — | $1 | 0.03% |
| DOUGLAS J SUCHECKI3 | 3850 VINE STREET STE 130 RIVERSIDE, CA 92507 | AFLAC | $1 | — | $1 | 0.03% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 164 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 49 | $548K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 83 | $31K |
| Vision | ADVANTICA REINSURANCE COMPANY | 76 | $6K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO | 164 | $45K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 28 | $25K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 49 | $548K |
| Other | AETNA LIFE INSURANCE CO | 164 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 164 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.