| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE SOUTHEAST PR INS SERV LLC- | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $39K | $39K | 6.24% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $8K | $8K | 1.23% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $696 | $7K | 16.61% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $1K | $8K | 17.99% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $946 | $4K | 13.02% |
| TRACY L REEVES3 | 16273 SW 9TH ST PEMBROKE PINES, FL 33027 | AFLAC | $1K | $136 | $2K | 7.51% |
| MICHAEL K PORTER3 | 4000 HOLLYWOOD BLVD STE 555S HOLLYWOOD, FL 33021 | AFLAC | $340 | $24 | $364 | 1.78% |
| LEE P COHEN3 | 16273 SW 9TH ST PEMBROKE PINES, FL 33027 | AFLAC | $213 | — | $213 | 1.04% |
| LISETTE M HERNANDEZ3 | 8724 SW 72ND ST 212 MIAMI, FL 33173 | AFLAC | $116 | $11 | $127 | 0.62% |
| JIM COHEN3 | 824 NW 99TH AVE PLANTATION, FL 33324 | AFLAC | $97 | $13 | $110 | 0.54% |
| MARCO A ERAZO3 | 4160 SW 152ND AVE MIRAMAR, FL 33027 | AFLAC | $90 | — | $90 | 0.44% |
| BRIAN GEORGE JAEGGI3 | 2875 NW 28TH ST BOCA RATON, FL 33434 | AFLAC | $77 | — | $77 | 0.38% |
| KCI FINANCIAL SERV. INC3 Filed as: KCI FINANCIAL SERV INC | 16273 SW 9TH ST PEMBROKE PINES, FL 33027 | AFLAC | $72 | — | $72 | 0.35% |
| JAMES SMITH3 Filed as: JAMES B SMITH | 615 ELINOR ST CHATTANOOGA, TN 37405 | AFLAC | $25 | — | $25 | 0.12% |
| LUZ ELENA SERVI3 | 6127 S RAINBOW BLVD STE 110 LAS VEGAS, NV 89118 | AFLAC | $18 | — | $18 | 0.09% |
| STEVE D SERVI3 | 6127 S RAINBOW BLVD STE 110 LAW VEGAS, NV 89118 | AFLAC | $16 | — | $16 | 0.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JAMES GRAYDON BROWN | 2522 OWENS LANDING TRL NW KENNESAW, GA 30152 | AFLAC | $14 | — | $14 | 0.07% |
| DAVID S MORRIS3 | 950 PENINSULA CORPORATE CIR STE 1005 BOCA RATON, FL 33487 | AFLAC | $11 | — | $11 | 0.05% |
| MARIA ORBE3 | 8362 PINES BLVD STE 250 PEMBROKE PINES, FL 33024 | AFLAC | $5 | — | $5 | 0.02% |
| FRANCO CALVO3 | 2500 PARKVIEW DR APT 1815 HALLANDALE BEACH, FL 33009 | AFLAC | $4 | — | $4 | 0.02% |
| ALFRED RIETKERK3 | 438 PISGAH PIKEPULASKI, TN 38478 | AFLAC | $2 | — | $2 | 0.01% |
| ALLTRUST INSURANCE3 | 2965 ALT 19 PALM HARBOR, FL 34683 | TRANSAMERICA INSURANCE CO. | $2K | — | $2K | 14.38% |
| WEBTPA EMPLOYER SERVICES LLC5 Filed as: WEBTPA | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. | — | $1K | $1K | 10.46% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS, LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. | — | $542 | $542 | 4.57% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA INSURANCE EXCHANGE | PO BOX 1788 GRAND RAPIDS, MI 49501 | TRANSAMERICA INSURANCE CO. | $155 | — | $155 | 1.31% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $350 | $1K | 13.26% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $274 | $2K | 18.18% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $286 | $2K | 18.42% |
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 | 106 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 106 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 186 | $639K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 86 | $43K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 71 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 106 | $40K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 34 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 23 | $42K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 106 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 186 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.