| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST INSURANCE | 2965 ALTERNATE 19 NORTH PALM HARBOR, FL 34683 | UNION SECURITY INSURANCE COMPANY | $4K | $0 | $4K | 7.02% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $96 | $1K | 10.23% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIRCLE SUITE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $604 | $170 | $774 | 6.15% |
| SHIRLEY B DRAKE3 Filed as: SHIRLEY B.DRAKE | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $301 | $60 | $361 | 2.87% |
| KASSANDRA MARIE WILL3 | 2315 BARLWOOD PASS CLEARWATER, FM 33763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $209 | $98 | $307 | 2.44% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA, LLC | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $158 | $90 | $248 | 1.97% |
| CHERYL ANN GILES3 | 3701 53RD STREET N ST. PETERSBURG, FL 33710 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $178 | $0 | $178 | 1.41% |
| EGARDO JESUS MINI-ESPEJO3 | 13500 SW 88TH STREET SUITE 211 MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $32 | $112 | 0.89% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 855 S DILLARD STREET WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $50 | $94 | 0.75% |
| SHELBY GROUP INC3 | 2550 STAG RUN BLVD CLEARWATER, FL 33765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $0 | $78 | 0.62% |
| CORCORAN & HOYT LLC3 | 12505 BRONCO DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $22 | $66 | 0.52% |
| RIAZ W. RAMJATANSINGH3 | 2001 PALM BEACH LAKES BLVD WEST PALM BEACH, FL 34683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $22 | $66 | 0.52% |
| NORMA GARZA3 | P.O. BOX 89534 TAMPA, FL 33689 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.35% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B&B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $7 | $17 | 0.14% |
| EM FINANCIAL SERVICES LLC3 | 13500 SW 88TH STREET SUITE 211 MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.10% |
| ACRISURE LLC3 | 2965 ALT 19 N PALM HARBOR, FL 34683 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 14.64% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA ALLTRUST INSURANCE | 2965 ALT 19 PALM HARBOR, FL 34683 | ADVANTICA | $996 | $0 | $996 | 13.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ACRISURE LLC DBA ALLTRUST INSURANCE BROKER | Insurance agents and brokers Service code 22 | 2965 ALT 19 PALM HARBOR, FL 34683 | $40K |
| ACRISURE LLC DBA ALTRUST INSURANCE BROKER | Insurance agents and brokers Service code 22 | 2965 ALT 19 PALM HARBOR, FL 34683 | $3K |
| ALLTRUST INSURANCE EIN 59-3536226 BROKER | Insurance agents and brokers Service code 22 | — | $0 |
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 | 179 | 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) | 179 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 11 | $63K |
| Dental | UNION SECURITY INSURANCE COMPANY | 76 | $62K |
| Vision | ADVANTICA | 86 | $7K |
| Life insurance(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 242 | $74K |
| Other(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 76 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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."
No prospect flags tripped on this filing.