| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 2965 ALT 19 N PALM HARBOR, FL 34683 | SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | $1K | $10K | 12.87% |
| ACRISURE LLC3 | 2965 ALT 19 PALM HARBOR, FL 34683 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $987 | $4 | $991 | 8.30% |
| KASSANDRA MARIE WILL3 | 2315 BARLWOOD PASS CLEARWATER, FM 33763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $224 | $117 | $341 | 2.85% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA, LLC | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $280 | $61 | $341 | 2.85% |
| FRANCISCO JAVIER RUIZ3 | 10011 COURTNEY PALMS BLVD TAMPA, FL 33619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $254 | $58 | $312 | 2.61% |
| SHIRLEY B DRAKE3 Filed as: SHIRLEY B.DRAKE | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $265 | $34 | $299 | 2.50% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIRCLE SUITE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | $45 | $205 | 1.72% |
| DEBRA K VERMEER3 | 3193 SANDY RIDGE DRIVE CLEARWATER, FM 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $0 | $117 | 0.98% |
| SHELBY GROUP INC3 | 1175 STEWART DRIVE DUNEDIN, FL 34698 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $3 | $97 | 0.81% |
| CHERYL ANN GILES3 | 3701 53RD STREET N ST. PETERSBURG, FL 33710 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.23% |
| EVERT KENT VERMEER3 | 3193 SANDY RIDGE DRIVE CLEARWATER, FL 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.19% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 855 S DILLARD STREET WINTER GARDEN, FL 34787 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $10 | $18 | 0.15% |
| EM FINANCIAL SERVICES LLC3 | 13500 SW 88TH STREET SUITE 211 MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.13% |
| CORCORAN & HOYT LLC3 | 12505 BRONCO DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $4 | $13 | 0.11% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B&B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LANE WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ACRISURE LLC DBA ALTRUST INSURANCE BROKER | Insurance agents and brokers Service code 22 | 2965 ALT 19 PALM HARBOR, FL 34683 | $35K |
| ACRISURE LLC DBA ALLTRUST INSURANCE BROKER | Insurance agents and brokers Service code 22 | 2965 ALT 19 PALM HARBOR, FL 34683 | $2K |
| ALLTRUST 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 | 211 | 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) | 211 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 4 | $50K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 211 | $76K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 211 | $76K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 211 | $76K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 211 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 211 | — |
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.