| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST #200 TAMPA, FL 33606 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $492 | $7K | 11.74% |
| LIONS SHARE HOLDING, INC3 Filed as: LIONS SHARE HOLDINGS DBA M.E. WILSO | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 9.51% |
| ALLYN INCORPORATED | 14813 SEMINOLE TRAIL SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $703 | $50 | $753 | 12.18% |
| M.E. WILSON COMPANY, LLC3 Filed as: M.E. WILSON COMPANY, INC | P.O. BOX 373 TAMPA, FL 33601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $468 | — | $468 | 7.57% |
| COACH CONCEPTS INC | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $33 | $139 | 2.25% |
| NYRA VELASCO | 1904 CAPRI ROAD VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $14 | $123 | 1.99% |
| SCHMIDT BENEFIT GROUP INC | 512 LYONS BAY RD NOKOMIS, FL 34275 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 0.23% |
| STEPHANIE SHEPPA | 3687 IMPERIAL RIDGE PKWY PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.16% |
| SHIRLEY B DRAKE | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.13% |
| HEATHER PLANKEY | 8390 139TH LANE SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.10% |
| VONDA DANELLE GOLUB | 3330 OVERLOOK DR NE SAINT PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.08% |
| THOMAS WALLACE JR | 57 WYN OAK DRIVE NASHVILLE, TN 37205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.05% |
| CARRIE RUTTER | 2907 14TH ST N ST PETERSBURG, FL 33704 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.05% |
| STEVEN VERMETTE INC | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| ANN ASCANI | 2809 WINDING TRAIL DR VALRICO, FL 33596 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.03% |
| M.E. WILSON COMPANY, LLC3 | P.O. BOX 373 TAMPA, FL 33601 | UNITEDHEALTHCARE INSURANCE COMPANY | $769 | — | $769 | 24.82% |
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 | 308 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 32 | $3K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 308 | $61K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 32 | $3K |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 197 | $57K |
| Short-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 197 | $57K |
| Long-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 197 | $57K |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 197 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 308 | — |
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.