| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | HEALTH OPTIONS | $30K | — | $30K | 4.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUE CROSS BLUE SHIELD OF FLORIDA | $27K | — | $27K | 4.13% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | FLORIDA COMBINED LIFE | $3K | — | $3K | 6.21% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | BLUECROSS BLUESHIELD OF FLORIDA, INC. | $1K | — | $1K | 10.00% |
| LASSITER WARE3 Filed as: LASSITER WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | USABLE LIFE | $858 | — | $858 | 13.49% |
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 | 247 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 247 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS | 83 | $1.4M |
| Dental | FLORIDA COMBINED LIFE | 109 | $53K |
| Vision | BLUECROSS BLUESHIELD OF FLORIDA, INC. | 91 | $12K |
| Life insurance | USABLE LIFE | 247 | $6K |
| Prescription drug | HEALTH OPTIONS | 83 | $747K |
| Other | USABLE LIFE | 247 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 247 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.