| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KENNETH STEVENSON3 | P.O. BOX 12039 TALLAHASSEE, FL 32317 | CAPITAL HEALTH PLAN | $25K | — | $25K | 3.00% |
| EARL BACON AGENCY INC3 Filed as: EARL BACON AGENCY, INC | 3131 LONNBLADH RD TALLAHASSEE, FL 323084255 | BLUE CROSS BLUE SHIELD OF FLORIDA | $28K | — | $28K | 4.00% |
| EARL BACON AGCY INC3 Filed as: EARL BACAN AGENCY INC | P O BOX 12039 TALLAHASSEE, FL 32317 | UNION SECURITY INSURANCE COMPANY | $16K | $6K | $22K | 9.25% |
| EARL BACON AGENCY INC3 Filed as: EARL BACON AGENCY, INC. | 3131 LONNBLADH RD TALLAHASSEE, FL 32308 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $348 | $7K | 15.75% |
| MIRIAM C WATKINS3 Filed as: MIRIAM C. WATKINS | 3456 EXMOUTH LANE TALLAHASSEE, FL 32317 | AFLAC | $1K | $10 | $1K | 3.50% |
| MEREDITH K SCHAEFER3 | 1011 HARBERT STREET TALLAHASSEE, FL 32303 | AFLAC | $624 | — | $624 | 1.96% |
| EARL BACON AGENCY INC3 Filed as: EARL BACON AGENCY, INC | P.O. BOX 12039 TALLAHASSEE, FL 32317 | AFLAC | $576 | — | $576 | 1.81% |
| J C ADAMS INC3 Filed as: JC ADAMS, INC | 5631 1 NE 31ST TER OCALA, FL 34479 | AFLAC | $169 | — | $169 | 0.53% |
| GSL MARKETING INC3 Filed as: GSL MARKETING, INC | 14260 W NEWBERRY RD 336 NEWBERRY, FL 32669 | AFLAC | $115 | — | $115 | 0.36% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP INC | 1425 E PIEDMONT DR STE 101-B TALLAHASSEE, FL 32308 | AFLAC | $104 | $3 | $107 | 0.34% |
| DANIEL S ADAMS3 | 3857 SCOTT CHURCH ROAD MARIANNA, FL 32448 | AFLAC | $96 | — | $96 | 0.30% |
| ERIN L KIRKLAND3 | 1775 PINE PARK ROAD CAIRO, GA 39828 | AFLAC | $95 | — | $95 | 0.30% |
| ASSURANCE AGENCY LTD3 Filed as: CROSS ASSURANCE GROUP, INC | 267 JOHN KNOX RD STE 103 TALLAHASSEE, FL 32303 | AFLAC | $77 | $1 | $78 | 0.25% |
| MICHAEL D MENNE3 | 1234 CALIFORNIA DR MURFREESBORO, TN 37129 | AFLAC | $65 | — | $65 | 0.20% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DRIVE LAFAYETTE, LA 70508 | AFLAC | $63 | — | $63 | 0.20% |
| LEO P TISA3 | PO BOX 898 NICEVILLE, FL 32588 | AFLAC | $63 | — | $63 | 0.20% |
| JONATHAN LEWIS BAZELL3 | 903 ANN ARBOR LN VERNON HILLS, IL 60061 | AFLAC | $55 | $2 | $57 | 0.18% |
| DAVID B EZZELL3 | 5196 HICKORY RIDGE RD LEBANON, TN 37087 | AFLAC | $55 | — | $55 | 0.17% |
| ADAINA REDMON3 | 382 E GLENN RD MONTICELLO, FL 32344 | AFLAC | $54 | — | $54 | 0.17% |
| DEBRA W KNIGHT3 | 4715 HIGHGROVE ROAD TALLAHASSEE, FL 32309 | AFLAC | $51 | — | $51 | 0.16% |
| AMY GREEN3 Filed as: AMY F GREEN | 715 E 53RD ST SAVANNAH, GA 31405 | AFLAC | $47 | — | $47 | 0.15% |
| ROBERT L TRAPNELL JR3 | 15 N INDIAN RIVER DRIVE APT 705 COCOA, FL 32922 | AFLAC | $36 | — | $36 | 0.11% |
| STEVEN L PETTIT3 | 3301 W WILLOW KNOLLS DR APT 7 PEORIA, IL 61614 | AFLAC | $34 | — | $34 | 0.11% |
| KANDI M MCINTYRE3 | 2000 MALLORY LANE STE 130-378 FRANKLIN, TN 37067 | AFLAC | $31 | — | $31 | 0.10% |
| HERSCHEL WAYNE HOLT3 | 221 SPY GLASS WAY HENDERSONVILLE, TN 37075 | AFLAC | $27 | — | $27 | 0.08% |
| ANNE M RASMUSSEN3 | PO BOX 11128 ALBUQUERQUE, NM 87192 | AFLAC | $25 | — | $25 | 0.08% |
| NOLAN DOYLE MCCUE3 | 541 N MOUNT JULIET RD SUITE 2201A MOUNT JULIET, TN 37122 | AFLAC | $23 | — | $23 | 0.07% |
| WILLIAM W STOKES3 | 2445 NEEDLE PALM WAY TALLAHASSEE, FL 32309 | AFLAC | $18 | — | $18 | 0.06% |
| C LAVERNE HARRIS3 | 2760 MCFARLANE CT TALLAHASSEE, FL 32303 | AFLAC | $18 | — | $18 | 0.06% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS GUNTER VAUGHN INSURANCE INC | 1117 THOMASVILLE RD TALLAHASSEE, FL 32303 | AFLAC | $17 | — | $17 | 0.05% |
| JERRY ALFORD3 | 40374 SW FORREST ROAD 181 BRISTOL, FL 32321 | AFLAC | $16 | — | $16 | 0.05% |
| ROGER L KNIGHT3 | 4715 HIGHGROVE RD TALLAHASSEE, FL 32309 | AFLAC | $14 | — | $14 | 0.04% |
| SOUTHEASTERN UNDWR INC3 | 6751 MACON RD STE 4 COLUMBUS, GA 31904 | AFLAC | $13 | — | $13 | 0.04% |
| TERI MAYNARD3 Filed as: TERI A MAYNARD | 1234 CALIFORNIA DR MURFREESBORO, TN 37129 | AFLAC | $13 | — | $13 | 0.04% |
| ADAM T BRAGG3 | 2980 VERDURA POINT DR TALLAHASSEE, FL 32311 | AFLAC | $11 | — | $11 | 0.03% |
| TREVIS GLENN MATTHEWS3 | 10 TURNBURY CT NEWNAN, GA 30265 | AFLAC | $11 | — | $11 | 0.03% |
| WILLIAM R REGISTER3 | PO BOX 2386 THOMASVILLE, GA 31799 | AFLAC | $11 | — | $11 | 0.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INC OF TALLAHASSEE | 3520 THOMASVILLE RD STE 500 TALLAHASSEE, FL 32309 | AFLAC | $9 | — | $9 | 0.03% |
| BETH LUANNE KIMBROUGH3 | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $6 | $3 | $9 | 0.03% |
| ROBERT L GOBLE3 | 6008 NC HWY 16S TAYLORSVILLE, NC 28681 | AFLAC | $9 | — | $9 | 0.03% |
| J W GRIMES INC3 | 7659 HERITAGE CROSSING WAY REUNION, FL 34747 | AFLAC | $8 | — | $8 | 0.03% |
| ALAN W FOSTER3 | 8696 RAMBLING ROSE DR OOLTEWAH, TN 37363 | AFLAC | $6 | — | $6 | 0.02% |
| JOEY C ADAMS3 | 5631NE 31ST TER OCALA, FL 34479 | AFLAC | $5 | — | $5 | 0.02% |
| BRENT L GOODE3 | 2000 GLENN ECHO RD SUITE 204 NASHVILLE, TN 37215 | AFLAC | $3 | — | $3 | 0.01% |
| J W GRIMES INC3 | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $3 | — | $3 | 0.01% |
| DAVID K MOBLEY3 | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $2 | — | $2 | 0.01% |
| EARL BACON AGENCY INC3 Filed as: EARL BACON AGENCY | P.O. BOX 12039 TALLAHASSEE, FL 32317 | ADVANTICA REINSURANCE COMPANY | $549 | — | $549 | 10.01% |
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 | 132 | 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) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNION SECURITY INSURANCE COMPANY | 130 | $234K |
| Vision | ADVANTICA REINSURANCE COMPANY | 66 | $5K |
| Life insurance(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 130 | $266K |
| Short-term disability | AFLAC | 47 | $32K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 130 | $234K |
| Other(4 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 130 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.