| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAN HAMBY ALDAMUY3 | 2031 MONTEGO CT OLDSMAR, FL 34677 | AFLAC | $4K | $118 | $4K | 5.93% |
| LEE STEWART HOFFMAN3 | 20214 HERITAGE POINT DR TAMPA, FL 33647 | AFLAC | $3K | $77 | $3K | 3.43% |
| HUMBERT ALDAMUY JR3 | 16203 MUIRFIELD DRIVE ODESSA, FL 33556 | AFLAC | $847 | — | $847 | 1.12% |
| KATHRYN SUZANNE AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $819 | $2 | $821 | 1.09% |
| KAREN D SHATTUCK3 Filed as: KAREN SHATTUCK | 2298 AMERICUS BLVD E APT 6 CLEARWATER, FL 33763 | AFLAC | $633 | $6 | $639 | 0.85% |
| SCOTT D HAWKINS INC3 Filed as: SCOTT D HAWKINS | 3216 MEDICI BLVD NEW SMYRNA, FL 32168 | AFLAC | $377 | $57 | $434 | 0.57% |
| GROVE FINANCIAL LLC3 | 494 ORANGE ST PALM HARBOR, FL 34683 | AFLAC | $396 | $2 | $398 | 0.53% |
| BARBARA SUSAN HOFFMAN3 | 20214 HERITAGE POINT DR TAMPA, FL 33647 | AFLAC | $233 | — | $233 | 0.31% |
| USI INSURANCE SERVICES LLC3 | 2400 E COMMERCIAL BLVD STE 600 FT LAUDERDALE, FL 33308 | AFLAC | $175 | $2 | $177 | 0.23% |
| NICOLE LYNN RIHANEK3 | 2311 MID LN APT 901 HOUSTON, TX 77027 | AFLAC | $148 | $8 | $156 | 0.21% |
| MITCHELL KOGGE3 | 11323 N 50TH ST APT 5 TAMPA, FL 33617 | AFLAC | $128 | — | $128 | 0.17% |
| LUPIE TONIE GUERRERO3 | 804 KINGS ROW COHUTTA, GA 30710 | AFLAC | $126 | — | $126 | 0.17% |
| MITCHELL KOGGE3 | 11007 SUMMER DR TAMPA, FL 33624 | AFLAC | $107 | $2 | $109 | 0.14% |
| LINDA J MCCOY3 | 509 PINE ST PALMETTO, GA 30228 | AFLAC | $85 | $8 | $93 | 0.12% |
| ANGELICA SAMANIEGO3 | 782 N STEELE DR HAMPTON, GA 30228 | AFLAC | $88 | — | $88 | 0.12% |
| JENNIE MOORE HAWKINS3 | 3930 NOVA RD STE 201 PORT ORANGE, FL 32127 | AFLAC | $75 | $12 | $87 | 0.12% |
| CHRISTOPHER W GRAHAM3 | 2 CHASE CORPORATE DR STE 140 HOOVER, AL 35244 | AFLAC | $83 | — | $83 | 0.11% |
| JEFFREY B HAWKINS3 | 244 S WOODLANDS BLVD STE B DELAND, FL 32720 | AFLAC | $66 | $12 | $78 | 0.10% |
| MATTHEW SHANE STRONG3 | 3860 COLONIAL BLVD STE 200 FORT MYERS, FL 33966 | AFLAC | $54 | $20 | $74 | 0.10% |
| DEREK W STRANGE3 | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $68 | — | $68 | 0.09% |
| SUSAN L O'CONNOR3 Filed as: SUSAN O'CONNOR | 3530 SAM ALLEN OAKS CIR PLANT CITY, FL 33565 | AFLAC | $50 | — | $50 | 0.07% |
| DONNA N THOMAS3 | 71 MONTROSE LN SHARPSBURG, GA 30277 | AFLAC | $43 | $2 | $45 | 0.06% |
| JEFFREY GLENN YARISH3 | 16122 ARMISTEAD LN ODESSA, FL 33556 | AFLAC | $39 | — | $39 | 0.05% |
| ANDY B GLENN II3 | 2281 LAVA RIDGE CT STE 130 ROSEVILLE, CA 95661 | AFLAC | $34 | $2 | $36 | 0.05% |
| ISABEL GARCIA FARNHAM3 | 12144 ROCK DUCK AVE WEEKI WACHEE, FL 34614 | AFLAC | $35 | — | $35 | 0.05% |
| JUDY M BIRD3 | 1905 RICHLAND LN DALTON, GA 30720 | AFLAC | $34 | — | $34 | 0.05% |
| JENNIE MOORE HAWKINS3 | 3216 MEDICI BLVD NEW SMYRNA BEACH, FL 32168 | AFLAC | $32 | — | $32 | 0.04% |
| CATHERINE L LEE3 | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $27 | — | $27 | 0.04% |
| MARY REBECCA WEATHERLY3 | 1934 LEEWYNN DR SARASOTA, FL 34240 | AFLAC | $27 | — | $27 | 0.04% |
| JESSICA RAE ESKEW3 | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $26 | — | $26 | 0.03% |
| MARY TERESA DAVIS3 | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $23 | — | $23 | 0.03% |
| THOMAS D BAXTER3 | PO BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $18 | — | $18 | 0.02% |
| DH2 ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $13 | — | $13 | 0.02% |
| CRAIG KUHL3 Filed as: CRAIG STEPHAN KUHL | 2001 W DE LEON ST APT 4 TAMPA, FL 33606 | AFLAC | $11 | — | $11 | 0.01% |
| TRAVIS L WILLEY3 Filed as: TRAVIS WILLEY | 100 S KENTUCKY AVE STE 240 LAKELAND, FL 33801 | AFLAC | $6 | $1 | $7 | 0.01% |
| STEPHEN GRAZIANO3 | 100 S KENTUCKY AVE STE 240 LAKELAND, FL 33801 | AFLAC | $4 | $1 | $5 | 0.01% |
| CLEAR LIGHT SERVICES LLC3 | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $4 | — | $4 | 0.01% |
| SUSAN C BRIMHALL3 | PO BOX 13877 MEXICO BEACH, FL 33410 | AFLAC | $4 | — | $4 | 0.01% |
| MICHAEL R REBER3 | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $3 | — | $3 | 0.00% |
| DEREK RIHANEK3 | 2311 MID LN APT 901 HOUSTON, TN 77027 | 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% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $2 | — | $2 | 0.00% |
| MKF & ASSOCIATES INC3 | 300 CAHABA PARK CIR STE 133 BIRMINGHAM, AL 35242 | AFLAC | $2 | — | $2 | 0.00% |
| DUSTIN ROBERT JOHNSON3 | 745 W BROMPTON AVE APT 1 CHICAGO, IL 60657 | AFLAC | $2 | — | $2 | 0.00% |
| TARRAH SMITHSON3 Filed as: TARRAH L SMITHSON | 410 BAROQUE DR ALPHARETTA, GA 30009 | AFLAC | $2 | — | $2 | 0.00% |
| SCOTTI MADISON3 | 3330 COBB PKWY NW STE 324-3 ACWORTH, GA 30101 | AFLAC | $1 | — | $1 | 0.00% |
| STEVEN VORDERLANDWEHR3 | 1018 HIGHGROVE DR MONROE, GA 30655 | AFLAC | $1 | — | $1 | 0.00% |
| JERRY R MAUREY3 | 34401 SMART DR ZEPHYRHILLS, FL 33541 | AFLAC | $1 | — | $1 | 0.00% |
| PATRICIA ANNE REILLY3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $1 | — | $1 | 0.00% |
| JAY KAMINSKY3 | 6840 12TH AVE N SAINT PETERSBURG, FL 33710 | AFLAC | $0 | — | $0 | 0.00% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 13412 WHITBY RD HUDSON, FL 34667 | AFLAC | $0 | — | $0 | 0.00% |
| SARA 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 | $297 | $4K | 10.71% |
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 | 210 | 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) | 210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HUMANA INSURANCE COMPANY | 126 | $42K |
| Vision | HUMANA INSURANCE COMPANY | 126 | $42K |
| Life insurance | AFLAC | 115 | $76K |
| Other | AFLAC | 115 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.