| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST INSURANCE | 2965 ALT 19 PALM HARBOR, FL 34683 | AETNA LIFE INSURANCE CO | $0 | $3K | $3K | 4.37% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST INSURANCE | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 5.45% |
| RIAZ W. RAMJATANSINGH3 | 2001 PALM BEACH LAKES BLVD WEST PALM BEACH, FL 34683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 28.97% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $426 | $0 | $426 | 3.87% |
| SHIRLEY B DRAKE3 Filed as: SHIRLEY B.DRAKE | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | $8 | $150 | 1.36% |
| MARK F BARRETT LLC3 Filed as: MARK F. BARRETT LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $2 | $23 | 0.21% |
| RICARDO ACEVEDO3 | 15340 SW 111 ST MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.18% |
| GUSTAVO ZAPATA NICHOLLS3 | 9320 FOUNTAINEBLEAU BLVD MIAMI, FL 33172 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.14% |
| GARY KUESTER3 | 2550 STAG RUN BLVD CLEARWATER, FL 33765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.10% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | $1 | $82 | 0.74% |
| CHERYL ANN GILES3 | 9100 9TH STREET NORTH ST. PETERSBURG, FL 33702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | $0 | $81 | 0.74% |
| SHELBY GROUP INC3 Filed as: SHELBY GROUP INC. | 2550 STAG RUN BLVD CLEARWATER, FL 33765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $0 | $56 | 0.51% |
| YASAMIN SOHEYLA FATEMIAN3 | 150 SW 124 AVENUE MIAMI, FL 33184 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.14% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B&B INSURANCE SOLUTIONS INC. | 14761 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $11 | $13 | 0.12% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST INSURANCE | 2965 ALT 19 PALM HARBOR, FL 34683 | ADVANTICA | $1K | $0 | $1K | 14.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ACRISURE LLC DBA ALLTRUST INSURANCE BROKER | Insurance agents and brokers Service code 22 | 2965 ALT 19 PALM HARBOR, FL 34683 | $42K |
| ACRISURE LLC DBA ALTRUST INSURANCE BROKER | Insurance agents and brokers Service code 22 | 2965 ALT 19 PALM HARBOR, FL 34683 | $4K |
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 | 180 | 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) | 180 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 16 | $76K |
| Dental | UNION SECURITY INSURANCE COMPANY | 79 | $59K |
| Vision | ADVANTICA | 116 | $9K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 79 | $59K |
| Other(3 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 79 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 162 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.