| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $23K | $4K | $27K | 9.46% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $2K | $9K | 17.25% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH AND OTHER AGENTS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $285 | $3K | 6.30% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 5.39% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $377 | $1K | 2.70% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $713 | $459 | $1K | 2.21% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIRCLE, SUITE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $793 | $321 | $1K | 2.11% |
| LIZBETH RAMON3 Filed as: LIZBETH NUNEZ | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $756 | $31 | $787 | 1.49% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $3K | $11K | 29.64% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $3K | 9.48% |
| MJ INSURANCE3 Filed as: LIZBETH NUNEZ AND VARIOUS AGENTS | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $357 | $3K | 9.47% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIRCLE, SUITE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $536 | $2K | 5.02% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $507 | $2K | 4.38% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $630 | $586 | $1K | 3.31% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $842 | $17 | $859 | 2.34% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $8K | 27.12% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $2K | $3K | 9.40% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH AND OTHER AGENTS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $238 | $2K | 6.75% |
| ALBERT CASTANEDA3 | 132 SOUTH ZUNI ROAD SAINT CLOUD, FL 34771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $495 | $2K | 4.88% |
| LIZBETH RAMON3 | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $165 | $1K | 4.81% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $882 | $392 | $1K | 4.14% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $528 | $414 | $942 | 3.06% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $7K | 26.14% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH AND OTHER AGENTS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $282 | $3K | 10.09% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 8.75% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $754 | $349 | $1K | 4.23% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIRCLE, SUITE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $702 | $288 | $990 | 3.80% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $383 | $357 | $740 | 2.84% |
| KENNETH A HOLDER3 Filed as: KENNETH A. HOLDER | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $555 | $11 | $566 | 2.17% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $984 | $4K | 15.94% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $707 | $697 | $1K | 5.60% |
| MJ INSURANCE3 Filed as: LIZBETH RAMON AND VARIOUS AGENTS | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $167 | $1K | 5.18% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $457 | $162 | $619 | 2.47% |
| LIZBETH RAMON3 Filed as: LIZBETH NUNEZ | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $528 | $19 | $547 | 2.18% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $219 | $507 | 2.02% |
| LISA ANNE LEA3 | 6932 SALAMANCA AVENUE JACKSONVILLE, FL 32217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $371 | $62 | $433 | 1.73% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $829 | $3K | 16.92% |
| JENNIFER L. WENKE AND OTHER AGENTS3 | 9040 TOWN CENTER PARKWAY LAKEWOOD RANCH, FL 34202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $61 | $1K | 6.11% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $540 | $539 | $1K | 5.47% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $386 | $140 | $526 | 2.67% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | $174 | $406 | 2.06% |
| EDWARD THOMAS CARPENTER3 | 67 LAKE HENRY DRIVE LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $301 | $20 | $321 | 1.63% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | $57 | $302 | 1.53% |
| INSURANCE OFFICE OF AMERICA3 | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $838 | $339 | $1K | 36.82% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $181 | $246 | $427 | 13.36% |
| LIZBETH RAMON3 | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $324 | $41 | $365 | 11.42% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $66 | $195 | 6.10% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON BUCZKOWSKI AND OTHER AGENTS | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $127 | $54 | $181 | 5.66% |
| JENNIFER LOUISE WENKE3 | 9040 TOWN CENTER PARKWAY LAKEWOOD RANCH, FL 34202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $15 | $150 | 4.69% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $27 | $113 | 3.53% |
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 | 362 | 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) | 362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 252 | $2.3M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 362 | $289K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 362 | $289K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 362 | $342K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 362 | $289K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 252 | $2.3M |
| Other(7 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 58 | $194K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 362 | — |
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.