| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAN HAMBY ALDAMUY3 | 2031 MONTEGO CT OLDSMAR, FL 34677 | AFLAC | $3K | $135 | $3K | 4.09% |
| LEE STEWART HOFFMAN3 | 20214 HERITAGE POINT DR TAMPA, FL 33647 | AFLAC | $2K | $85 | $2K | 3.24% |
| HUMBERT ALDAMUY JR3 | 16203 MUIRFIELD DRIVE ODESSA, FL 33556 | AFLAC | $916 | — | $916 | 1.28% |
| SCOTT D HAWKINS INC3 Filed as: SCOTT D HAWKINS | 3216 MEDICI BLVD NEW SMYRNA, FL 32168 | AFLAC | $587 | $18 | $605 | 0.84% |
| JAN HAMBY ALDAMUY3 | 16203 MUIRFIELD DRIVE ODESSA, FL 33556 | AFLAC | $401 | — | $401 | 0.56% |
| KATHRYN SUZANNE AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $390 | — | $390 | 0.54% |
| KATHRYN SUZANNE AXENTE3 | 500 N WEST SHORE BLVD SUITE 1015 TAMPA, FL 33609 | AFLAC | $313 | — | $313 | 0.44% |
| NICOLE LYNN RIHANEK3 | 2311 MID LN APT 901 HOUSTON, TX 77027 | AFLAC | $230 | $18 | $248 | 0.35% |
| BARBARA SUSAN HOFFMAN3 | 20214 HERITAGE POINT DR TAMPA, FL 33647 | AFLAC | $193 | — | $193 | 0.27% |
| LINDA MCCOY3 | 509 PINE ST PALMETTO, GA 30268 | AFLAC | $149 | — | $149 | 0.21% |
| MATTHEW SHANE STRONG3 | 3860 COLONIAL BLVD STE 200 FORT MYERS, FL 33966 | AFLAC | $140 | $8 | $148 | 0.21% |
| LUPIE TONIE GUERRERO3 | 804 KINGS ROW COHUTTA, GA 30710 | AFLAC | $140 | — | $140 | 0.19% |
| JENNIE MOORE HAWKINS3 | 3930 S NOVA RD STE 201 PORT ORANGE, FL 32127 | AFLAC | $117 | $4 | $121 | 0.17% |
| CHRISTOPHER GRAHAM3 | 4200 MCFARLAND BLVD UNIT 432 NORTHPORT, AL 35476 | AFLAC | $102 | $18 | $120 | 0.17% |
| SUSAN L O'CONNOR3 Filed as: SUSAN O'CONNOR | 3530 SAM ALLEN OAKS CIR PLANT CITY, FL 33565 | AFLAC | $98 | $17 | $115 | 0.16% |
| JEFFREY B HAWKINS3 | 244 S WOODLAND BLVD STE B DELAND, FL 32720 | AFLAC | $83 | $4 | $87 | 0.12% |
| JAY KAMINSKY3 | 6840 12TH AVE N SAINT PETERSBURG, FL 33710 | AFLAC | $74 | $8 | $82 | 0.11% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $56 | $17 | $73 | 0.10% |
| ISABEL GARCIA FARNHAM3 Filed as: ISABEL FARNHAM | 12144 ROCK DUCK AVE WEEKI WACHEE, FL 34614 | AFLAC | $64 | — | $64 | 0.09% |
| DEREK W STRANGE3 | PO BOX 200275 CARTERSVILLE, GA 30120 | AFLAC | $53 | — | $53 | 0.07% |
| DONNA N THOMAS3 Filed as: DONNA THOMAS | 71 MONTROSE LN SHARPSBURG, GA 30277 | AFLAC | $53 | — | $53 | 0.07% |
| JEFFREY GLENN YARISH3 | 16122 ARMISTEAD LN ODESSA, FL 33556 | AFLAC | $41 | — | $41 | 0.06% |
| MATTHEW SHANE STRONG3 | 5628 SKINNER DR APOLLO BEACH, FL 33572 | AFLAC | $39 | — | $39 | 0.05% |
| JUDY M BIRD3 | 1905 RICHLAND LN DALTON, GA 30720 | AFLAC | $38 | — | $38 | 0.05% |
| KAREN D SHATTUCK3 | 2298 AMERICUS BLVD E APT 6 CLEARWATER, FL 33763 | AFLAC | $38 | — | $38 | 0.05% |
| MARY REBECCA WEATHERLY3 | 1934 E LEEWYNN DRIVE SARASOTA, FL 34240 | AFLAC | $28 | — | $28 | 0.04% |
| JESSICA RAE ESKEW3 | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $28 | — | $28 | 0.04% |
| CHRISTOPHER GRAHAM3 | 2 CHASE CORPORATE DR STE 140 HOOVER, AL 35244 | AFLAC | $22 | — | $22 | 0.03% |
| DEREK W STRANGE3 | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $22 | — | $22 | 0.03% |
| ANDY B GLENN II3 | 50 HURT PLZ SE STE 1630 ATLANTA, GA 30303 | AFLAC | $20 | — | $20 | 0.03% |
| DEREK RIHANEK3 | 2311 MID LN APT 901 HOUSTON, TX 77027 | AFLAC | $20 | — | $20 | 0.03% |
| TRAVIS L WILLEY3 | 13909 RIVER WILLOW PL TAMPA, FL 33637 | AFLAC | $19 | — | $19 | 0.03% |
| STEPHEN GRAZIANO3 | 13909 RIVER WILLOW PL TAMPA, FL 33637 | AFLAC | $13 | — | $13 | 0.02% |
| DH2 ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $12 | — | $12 | 0.02% |
| MITCHELL KOGGE3 | 11323 N 50TH ST APT 5 TAMPA, FL 33617 | AFLAC | $9 | — | $9 | 0.01% |
| ANDY B GLENN II3 | 2281 LAVA RIDGE CT STE 130 ROSEVILLE, CA 95661 | AFLAC | $9 | — | $9 | 0.01% |
| CHRISTOPHER GRAHAM3 | 1 CHASE CORPORATE DR STE 400 HOOVER, AL 35244 | AFLAC | $7 | — | $7 | 0.01% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $5 | — | $5 | 0.01% |
| STEPHEN GRAZIANO3 | 100 S KENTUCKY AVE STE 240 LAKELAND, FL 33801 | AFLAC | $5 | — | $5 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $4 | — | $4 | 0.01% |
| GROVE FINANCIAL LLC3 | 4502 GLENBROOK DR PALM HARBOR, FL 34683 | AFLAC | $4 | — | $4 | 0.01% |
| SUSAN BRIMHALL3 | PO BOX 336 SMITHS STATION, AL 36877 | AFLAC | $3 | — | $3 | 0.00% |
| JERRY R MAUREY3 | 34401 SMART DR ZEPHYRHILLS, FL 33541 | AFLAC | $3 | — | $3 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $3 | — | $3 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: MARIA FE ARLENE BROWN | 183 EDGEWOOD DR HENDERSONVILLE, TN 37075 | AFLAC | $3 | — | $3 | 0.00% |
| MKF & ASSOCIATES INC3 | 300 CAHABA PARK CIR STE 133 BIRMINGHAM, AL 35242 | AFLAC | $2 | — | $2 | 0.00% |
| TARRAH SMITHSON3 Filed as: TARRAH L SMITHSON | 449 TIMBER PL MILTON, GA 30004 | AFLAC | $2 | — | $2 | 0.00% |
| SCOTTI MADISON3 | 3330 COBB PARKWAY SUITE 324-3 ACWORTH, GA 30101 | AFLAC | $2 | — | $2 | 0.00% |
| STEVEN VORDERLANDWEHR3 | 1599 AMHEARST MILL DR LAWRENCEVILLE, GA 30043 | AFLAC | $2 | — | $2 | 0.00% |
| DUSTIN ROBERT JOHNSON3 | 50 HURT PLZ SE STE 995 STE 1630 ATLANTA, GA 30303 | AFLAC | $2 | — | $2 | 0.00% |
| TRAVIS L WILLEY3 Filed as: TRAVIS WILLEY | 100 S KENTUCKY AVE STE 240 LAKELAND, FL 33801 | AFLAC | $2 | — | $2 | 0.00% |
| DUSTIN ROBERT JOHNSON3 | 745 W BROMPTON AVE APT 1 CHICAGO, IL 60657 | AFLAC | $1 | — | $1 | 0.00% |
| PATRICIA ANNE REILLY3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $0 | — | $0 | 0.00% |
| JENNIFER B MOREHEAD3 | 13412 WHITBY RD HUDSON, FL 34667 | AFLAC | $0 | — | $0 | 0.00% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $0 | — | $0 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SE | SUITE 201 3605 GLENWOOD AVENUE RALEIGH, NC 276123908 | HUMANA INSURANCE COMPANY | $4K | — | $4K | 10.09% |
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 | 199 | 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) | 199 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HUMANA INSURANCE COMPANY | 121 | $37K |
| Vision | HUMANA INSURANCE COMPANY | 121 | $37K |
| Life insurance | AFLAC | 118 | $72K |
| Other | AFLAC | 118 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 199 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.