| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MICHAEL WARNER3 | 4800 DEERWOOD CAMPUS PKWAY DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $3K | — | $3K | 0.91% |
| PHILLIP LEE3 | 4800 DEERWOOD CAMPUS PKWAY DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $3K | — | $3K | 0.90% |
| MICHAEL WARNER3 | 4800 DEERWOOD CAMPUS PKWAY DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $3K | — | $3K | 1.05% |
| PHILLIP LEE3 | 4800 DEERWOOD CAMPUS PKWAY DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $2K | — | $2K | 0.97% |
| HANS W BRIEDEN3 Filed as: HANS W. BRIEDEN | 17000 KERCHEVAL, STE. 210 GROSSE POINTE WOODS, MI 48236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $10K | $10K | 4.46% |
| HANS W BRIEDEN3 Filed as: HANS W. BRIEDEN | 17000 KERCHEVAL, STE. 210 GROSSE POINTE WOODS, MI 48236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 4.32% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC COMPANY | PO BOX 740659 LOS ANGELES, CA 900740659 | VISION SERVICE PLAN | $3K | — | $3K | 1.36% |
| BRIEDEN CONSULTING GROUP3 | 17000 KERCHEVAL AVE., STE. 210 GROSSE POINTE, MI 482301559 | VISION SERVICE PLAN | $2K | — | $2K | 0.92% |
| HANS W BRIEDEN3 | 17000 KERCHEVAL, STE. 210 GROSSE POINTE WOODS, MI 48236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 4.00% |
| HANS W BRIEDEN3 Filed as: HANS W. BRIEDEN | 17000 KERCHEVAL, STE. 210 GROSSE POINTE WOODS, MI 48236 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 4.41% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 9171 TOWNE CENTRE STE 500 SAN DIEGO, CA 92122 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | — | $12K | 19.99% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 12748 ROANOKE, VA 24028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.88% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 12748 ROANOKE, VA 24028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 2.57% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 12748 ROANOKE, VA 24028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 3.11% |
| PHILLIP LEE3 | 4800 DEERWOOD CAMPUS PKWAY DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $710 | — | $710 | 2.39% |
| MICHAEL WARNER3 | 4800 DEERWOOD CAMPUS PKWY DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $432 | — | $432 | 1.45% |
| GOODRUM, PHILLIP, PORTER3 | 131 HILLSIDE AVE CHARLOTTE, NC 28209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 12.35% |
| HAYS COMPANIES, INC.3 | 80 S 8TH ST STE 700 MINNEAPOLIS, MN 55402 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $864 | — | $864 | 2.92% |
| BRIEDEN, HANS W ALCOS3 Filed as: BRIEDEN, HANS, W | 35735 MOUND ROAD STERLING HEIGHTS, MI 48310 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $309 | — | $309 | 1.04% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $87 | $7 | $94 | 4.06% |
| BONNIE J WENDELL3 | 2555 PALM AVE OVIEDO, FL 32765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | — | $72 | 3.11% |
| JAMES L HUFSTETLER3 | PO BOX 536246 ORLANDO, FL 32853 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | — | $58 | 2.51% |
| BENEFITS CONSULTING GROUP OF FL INC3 | 1605 E HARWOOD ST ORLANDO, FL 32803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 1.90% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 1.17% |
| JOHN PICCININI3 | 425 W COLONIAL DRIVE, STE 304 ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.52% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.43% |
| KAREN PICCININI3 | 425 COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $1 | $7 | 0.30% |
| MARCY L GRAMA3 | 4625 S BLOSSER RD SANTA MARIA, CA 93455 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.26% |
| STEPHANIE SHEPPA3 | 3687 IMPERIAL RIDGE PKWY PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.22% |
| SAMUEL K RENNARD3 | 1409 ALLISON AVE ALTAMONTE SPGS, FL 32701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.17% |
| GENEVIEVE CARELLI3 | 547 CLEO LANE DELTONA, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.13% |
| DAN CAMPBELL3 | 641 CORNWALL RD WINTERPARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.13% |
| ALLEGIANT BENEFITS & SERVICES LLC3 | 7512 DR PHILLIPS BLVD ORLANDO, FL 32819 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.09% |
| NANCY BENNETT & ASSOCIATES INC3 | SJO 84626 MIAMI, FL 33126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | $2 | $47 | 6.46% |
| KAREN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $4 | $38 | 5.23% |
| ROGER BOUCHARD INSURANCE INC3 | PO BOX 6090 CLEARWATER, FL 33758 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 4.40% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 2.48% |
| ALLEGIANT BENEFITS & SERVICES LLC3 | 7512 DR PHILLIPS BLVD ORLANDO, FL 32819 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $3 | $16 | 2.20% |
| WORRYLESS LLC3 | 9615 SW 148TH CT MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 1.93% |
| JOHN PICCININI3 | 425 W COLONIAL DRIVE, STE 304 ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 1.65% |
| KRISTINA SUE TREZISE3 | 2017 ELCAMPO AVE DELTONA, FL 32725 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 1.51% |
| AGGRESSIVE NETWORKER LLC3 | 1614 JESSAMINE AVE ORLANDO, FL 32806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.28% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.14% |
| FRANK M GAMMON3 | 10604 CRESCENT LAKE CT CLERMONT, FL 34711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.14% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $7 | $87 | 61.70% |
| ALLEGIANT BENEFITS & SERVICES LLC3 | 7512 DR PHILLIPS BLVD ORLANDO, FL 32819 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | $14 | $70 | 49.65% |
| KAREN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $16 | $59 | 41.84% |
| JOHN PICCININI3 | 425 W COLONIAL DRIVE, STE 304 ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $1 | $14 | 9.93% |
| BENEFITS CONSULTING GROUP OF FL INC3 | 1605 E HARWOOD ST ORLANDO, FL 32803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 4.26% |
| JAMES HUFSTETLER3 | PO BOX 536246 ORLANDO, FL 32853 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 3.55% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 1.42% |
| BONNIE J WENDELL3 | 2555 PALM AVE OVIEDO, FL 32765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.71% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.71% |
| MARCY L GRAMA3 | 4625 S BLOSSER RD SANTA MARIA, CA 93455 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.71% |
| DAN CAMPBELL3 | 641 CORNWALL RD WINTERPARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.71% |
| GENEVIEVE CARELLI3 | 547 CLEO LANE DELTONA, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $4 | $53 | — |
| KRISTINA SUE TREZISE3 | 2017 ELCAMPO AVE DELTONA, FL 32725 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | — |
| KAREN PICCININI3 | 425 W COLONIAL DR ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | — |
| JOHN PICCININI3 | 425 W COLONIAL DRIVE, STE 304 ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | — |
| ALLEGIANT BENEFITS & SERVICES LLC3 | 7512 DR PHILLIPS BLVD ORLANDO, FL 32806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
| BENEFITS CONSULTING GROUP OF FL INC3 | 1605 E HARWOOD ST ORLANDO, FL 32803 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
| BONNIE J WENDELL3 | 2555 PALM AVE OVIEDO, FL 32765 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| AGGRESSIVE NETWORKER LLC3 | 1614 JESSAMINE AVE. ORLANDO, FL 32806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
| WILLIAM RENNARD3 | 3001 ALOMA AVE WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | — |
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 | 1,496 | 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) | 1,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 29 | $3K |
| Dental(3 contracts) | FLORIDA COMBINED LIFE | 332 | $584K |
| Vision | VISION SERVICE PLAN | 1,138 | $190K |
| Life insurance(7 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,256 | $317K |
| Short-term disability(6 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 772 | $224K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,257 | $276K |
| Other(5 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,256 | $404K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,257 | — |
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.