| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | BLUE CROSS BLUE SHIELD OF FLORIDA | $16K | — | $16K | 4.00% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | BLUE CROSS BLUE SHIELD OF FLORIDA | $6K | — | $6K | 4.00% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $25 | $3K | 5.04% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP, INC. | 302 KNIGHTS RUN AVE, STE 110 TAMPA, FL 33602 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 11.86% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $863 | — | $863 | 4.71% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 W 39 ST. NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $279 | — | $279 | 1.52% |
| RONALD SADOFSKY3 | 13553 CREST LAKE DR HUDSON, FL 34669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 0.38% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $6 | $60 | 0.33% |
| COLIN JAMES MCDOUGALL3 | 2739 DURANT TRAILS BLVD DOVER, FL 33527 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.31% |
| ROBERT BRIAN FABRIZIO JR3 | 814 N VALRICO RD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.31% |
| DANIELS SOLUTIONS LLC3 | 4941 POMPANO DR NEW PORT RICHEY, FL 34652 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $16 | $36 | 0.20% |
| JANET S DOHERTY3 | 138 SKY RIDGE ROAD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $10 | $33 | 0.18% |
| JADE COMPANIES LLC3 Filed as: JADE ALEXANDRA DAVIS | 4331 FLORAMAR TERR NEW PORT RICHEY, FL 34652 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.13% |
| STEVEN VERMETTE INC3 Filed as: STEVEN VERMETTE INC. | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.11% |
| CORCORAN & HOYT LLC3 | 12505 BRONCO DR TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $3 | $20 | 0.11% |
| CHOICE BENEFIT SOLUTIONS INC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.10% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND OLAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.10% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 Filed as: HEIL BUSINESS SOLUTIONS CORP | 2150 49 ST. N, STE. F ST. PETERSBURG, FL 33710 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.05% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP, INC. | 302 KNIGHTS RUN AVE. TAMPA, FL 33602 | ADVANTICA INSURANCE COMPANY | $1K | — | $1K | 15.00% |
| KIMBERLY A BUCKLEW3 | 2281 CRYSTALVIEW CT LAKELAND, FL 33801 | AFLAC | $105 | — | $105 | 3.79% |
| RUBY ROBB3 | 3216 THACKERY WAY PLANT CITY, FL 33566 | AFLAC | $58 | — | $58 | 2.09% |
| HARRY M WIMER III INC3 | 4440 LENNI CIR EMMAUS, PA 18049 | AFLAC | $55 | — | $55 | 1.98% |
| OMER S BASS IV3 | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $33 | — | $33 | 1.19% |
| HEARTLAND BENEFITS INC3 | 233 EAST CENTER AVE SEBRING, FL 33870 | AFLAC | $29 | — | $29 | 1.05% |
| THE PERRY GROUP INC3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $17 | — | $17 | 0.61% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $11 | — | $11 | 0.40% |
| ROBERT L TRAPNELL JR3 | 15 N INDIAN RIVER DR APT 705 COCOA, FL 32922 | AFLAC | $5 | — | $5 | 0.18% |
| DOUGLAS J SUCHECKI3 | 3850 VINE STREET STE 130 RIVERSIDE, CA 92507 | AFLAC | $2 | — | $2 | 0.07% |
| KIMBERLY DIAN CROCKETT3 | 1563 ASHLEY CREEK LN CORDOVA, TN 38016 | AFLAC | $2 | — | $2 | 0.07% |
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 | 172 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 48 | $558K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 172 | $51K |
| Vision | ADVANTICA INSURANCE COMPANY | 112 | $8K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 171 | $40K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 35 | $21K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 48 | $558K |
| Other | AETNA LIFE INSURANCE COMPANY | 171 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 172 | — |
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.