| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE | 2965 ALT 19 PALM HARBOR, FL 34683 | HEALTH OPTIONS | $18K | — | $18K | 2.31% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | PO BOX 373 TAMPA, FL 33601 | HEALTH OPTIONS | $5K | — | $5K | 0.69% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 PALM HARBOR, FL 34683 | TRULI | $5K | — | $5K | 2.26% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | PO BOX 373 TAMPA, FL 33601 | TRULI | $1K | — | $1K | 0.74% |
| ACRISURE LLC3 | 2965 ALTERNATE 19 PALM HARBOR, FL 34683 | BLUE CROSS BLUE SHIELD OF FLORIDA | $4K | — | $4K | 2.24% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST. STE 200 TAMPA, FL 33606 | BLUE CROSS BLUE SHIELD OF FLORIDA | $1K | — | $1K | 0.76% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5411 SKY CENTER DR. STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 10.37% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 2.51% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5411 SKY CENTER DR. STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 12.48% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $776 | — | $776 | 2.71% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5411 SKY CENTER DR. STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $4K | 12.69% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $752 | — | $752 | 2.71% |
| ACRISURE LLC3 | 2965 ALT 19 N PALM HARBOR, FL 34683 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $222 | $3K | 16.74% |
| M.E. WILSON COMPANY, LLC Filed as: ME WILSON & COMPANY | PO BOX 373 TAMPA, FL 33601 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.72% |
| DAVID J MCCLELLAN3 Filed as: DAVID II COMPANIES LLC | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4 | — | $4 | 0.02% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5411 SKY CENTER DR. STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $840 | $2K | 11.94% |
| AON CONSULTING INC5 Filed as: BSWIFT, LLC | PO BOX 860470 MINNEAPOLIS, MN 55486 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $884 | $884 | 4.99% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $492 | — | $492 | 2.78% |
| ACRISURE LLC3 | 5411 SKY CENTER DR. STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $654 | $490 | $1K | 12.99% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $225 | — | $225 | 2.55% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5411 SKYCENTER DR. STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $618 | $423 | $1K | 12.71% |
| AON CONSULTING INC5 Filed as: BSWIFT, LLC | 10 S RIVERSIDE PLZ CHICAGO, IL 60606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $409 | $409 | 4.99% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON LLC | 300 W. PLATT ST STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $200 | — | $200 | 2.44% |
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 | 187 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTH OPTIONS | 59 | $1.1M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $58K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 89 | $9K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 187 | $18K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 184 | $29K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 184 | $28K |
| Prescription drug(3 contracts, 3 carriers) | HEALTH OPTIONS | 59 | $1.1M |
| Other(3 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 187 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 187 | — |
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.