| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST SR 434 LONGWOOD, FL 32750 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $22K | $7K | $29K | 10.45% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 13.81% |
| KENNETH A HOLDER3 Filed as: KENNETH A. HOLDER AND OTHER AGENTS | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $552 | $3K | 6.58% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 5.75% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $719 | $562 | $1K | 2.79% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $651 | $219 | $870 | 1.89% |
| OMAR ENRIQUE FIGUEROA3 | 3424 DOUGLAS COURT KISSIMMEE, FL 34746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $735 | $114 | $849 | 1.85% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $458 | $234 | $692 | 1.51% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 24.44% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 10.44% |
| LIZBETH RAMON3 | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $313 | $2K | 7.69% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $229 | $2K | 6.28% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $740 | $421 | $1K | 4.37% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $535 | $528 | $1K | 4.00% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $380 | $236 | $616 | 2.32% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 29.06% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH AND OTHER AGENTS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $435 | $3K | 12.45% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 11.67% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $703 | $416 | $1K | 5.02% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $475 | $481 | $956 | 4.28% |
| EDWARD THOMAS CARPENTER3 | 67 LAKE HENRY DRIVE LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $784 | $111 | $895 | 4.01% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $387 | $248 | $635 | 2.85% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $852 | $4K | 21.16% |
| MJ INSURANCE3 Filed as: MICHAEL G. BOYCE AND VARIOUS AGENTS | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $314 | $2K | 8.59% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $913 | $776 | $2K | 8.30% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $494 | $266 | $760 | 3.73% |
| STEPHANIE TOTARAM3 | 2716 PEARL COURT KISSIMMEE, FL 34743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $626 | $73 | $699 | 3.44% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $293 | $268 | $561 | 2.76% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $336 | $121 | $457 | 2.25% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $614 | $3K | 17.16% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $748 | $604 | $1K | 7.13% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH AND OTHER AGENTS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $168 | $1K | 6.67% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $411 | $310 | $721 | 3.80% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $411 | $203 | $614 | 3.24% |
| KENNETH A HOLDER3 Filed as: KENNETH A. HOLDER | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $439 | $94 | $533 | 2.81% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | $106 | $310 | 1.64% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $818 | $4K | 22.00% |
| MJ INSURANCE3 Filed as: MICHAEL G. BOYCE AND VARIOUS AGENTS | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $325 | $2K | 11.11% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $922 | $804 | $2K | 9.31% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $499 | $279 | $778 | 4.20% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $240 | $224 | $464 | 2.50% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $294 | $108 | $402 | 2.17% |
| STEPHANIE TOTARAM3 | 2716 PEARL COURT KISSIMMEE, FL 34743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $333 | $39 | $372 | 2.01% |
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 | 324 | 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) | 324 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 258 | $1.9M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 324 | $278K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 324 | $278K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 324 | $324K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 324 | $278K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 258 | $1.9M |
| Other(6 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 55 | $153K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 324 | — |
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.