| 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 | $21K | — | $21K | 4.00% |
| EXCALIBUR FINANCIAL GROUP3 | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | BLUE CROSS BLUE SHIELD OF FLORIDA HEALTH OPTIONS, INC | $9K | — | $9K | 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 | $23 | $3K | 4.54% |
| BRENTLEY M HUXTABLE3 | 428 E CRYSTAL LAKE ST ORLANDO, FL 32806 | AFLAC | $19K | — | $19K | 36.40% |
| THE PERRY GROUP INC3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $3K | — | $3K | 4.76% |
| LISA H PERRY3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $589 | — | $589 | 1.11% |
| JAMES SPARKMAN THE AGENT LLC3 | 23616 STREAM AVE SORRENTO, FL 32776 | AFLAC | $153 | — | $153 | 0.29% |
| JAMES SPARKMAN THE AGENT LLC3 Filed as: JAMES SPARKMAN | 23616 STREAM AVE SORRENTO, FL 32776 | AFLAC | $128 | — | $128 | 0.24% |
| JORGE ERNESTO CARDENAS3 | 126 DAKOTA AVE GROVELAND, FL 34736 | AFLAC | $95 | $4 | $99 | 0.19% |
| HARRY M WIMER III INC3 | 4440 LENNI CIR EMMAUS, PA 18049 | AFLAC | $40 | — | $40 | 0.08% |
| AMBER E SCHMALE PEREYRA3 | 2119 KEWANNEE TRL CASSELBERRY, FL 32707 | AFLAC | $34 | — | $34 | 0.06% |
| OMER S BASS IV3 | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $23 | — | $23 | 0.04% |
| ROBERT L TRAPNELL JR3 | 15 N INDIAN RIVER DR APT 705 COCOA, FL 32922 | AFLAC | $3 | — | $3 | 0.01% |
| DOUGLAS J SUCHECKI3 | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $1 | — | $1 | 0.00% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN STE 110 TAMPA, FL 33602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $971 | — | $971 | 4.75% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 WEST 39TH STREET NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $272 | — | $272 | 1.33% |
| COLIN JAMES MCDOUGALL3 | 2739 DURANT TRAILS BLVD DOVER, FL 33527 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | — | $96 | 0.47% |
| ROBERT BRIAN FABRIZIO JR3 | 814 N VALRICO RD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $96 | — | $96 | 0.47% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | $8 | $93 | 0.45% |
| JANET S DOHERTY3 | 1001 STARKEY RD LARGO, FL 33771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $21 | $77 | 0.38% |
| DANIELS SOLUTIONS LLC3 | 13650 W HILLSBOROUGH AVE GREATER TAMPA, FL 33635 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $36 | $69 | 0.34% |
| RONALD SADOFSKY3 | 13553 CREST LAKE DR HUDSON, FL 34669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.24% |
| JADE COMPANIES LLC3 Filed as: JADE ALEXANDRA DAVIS | 4331 FLORAMAR TERRACE NEW PORT RICHEY, FL 34652 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.10% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.10% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND O LAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| CHOICE BENEFIT SOLUTIONS INC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $1 | $13 | 0.06% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 | 2150 49TH STREET N, SUITE F ST. PETERSBURG, FL 33710 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP INC | 302 KNIGHTS RUN AVENUE SUITE 110 TAMPA, FL 33602 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.95% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GROUP, INC. | 302 KNIGHTS RUN AVE. TAMPA, FL 33602 | ADVANTICA INSURANCE COMPANY | $951 | — | $951 | 14.58% |
| EXCALIBUR FINANCIAL GROUP3 Filed as: EXCALIBUR FINANCIAL GRP INC | 302 KNIGHTS RUN TAMPA, FL 33607 | HARTFORD LIFE AND ACCIDENT | $443 | — | $443 | 11.99% |
| EXCALIBUR FINANCIAL GROUP3 | 302 KNIGHTS RUN AVE STE 110 TAMPA, FL 33602 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $529 | — | $529 | 14.99% |
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 | 222 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 222 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 85 | $738K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 222 | $61K |
| Vision(2 contracts, 2 carriers) | ADVANTICA INSURANCE COMPANY | 154 | $10K |
| Life insurance(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 212 | $41K |
| Short-term disability(2 contracts, 2 carriers) | AFLAC | 69 | $73K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 85 | $738K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 212 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 222 | — |
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.