| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 12485 28TH ST N 2ND FL ST PETERSBURG, FL 337161825 | HUMANA MEDICAL PLAN, INC. | $32K | — | $32K | 2.97% |
| TEABERRY BENEFIT ANALYSTS LLC3 | 19201 VISTA LN UNIT D10 INDIAN SHORES, FL 33785 | HUMANA MEDICAL PLAN, INC. | $31K | — | $31K | 2.91% |
| JAN HAMBY ALDAMUY3 Filed as: JAN ALDAMUY | 2031 MONTEGO CT OLDSMAR, FL 34677 | AFLAC | $2K | $70 | $2K | 4.17% |
| LEE STEWART HOFFMAN3 Filed as: LEE HOFFMAN | 20214 HERITAGE POINT DR TAMPA, FL 33647 | AFLAC | $2K | $38 | $2K | 3.09% |
| KATHRYN AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $500 | $10 | $510 | 0.88% |
| ANGELICA SAMANIEGO3 | 782 N STEELE DR HAMPTON, GA 30228 | AFLAC | $401 | $29 | $430 | 0.75% |
| BARBARA SUSAN HOFFMAN3 Filed as: BARBARA HOFFMAN | 20214 HERITAGE POINT DR TAMPA, FL 33647 | AFLAC | $322 | $31 | $353 | 0.61% |
| MARY TERESA DAVIS3 Filed as: MARY SCULLY | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $235 | $26 | $261 | 0.45% |
| BRYON L GROVE3 Filed as: BRYON GROVE | 11260 CHESTER RD STE 500 CINCINNATI, OH 45246 | AFLAC | $202 | $23 | $225 | 0.39% |
| JAMES SMITH3 | 615 ELINOR ST CHATTANOOGA, TN 37405 | AFLAC | $162 | $9 | $171 | 0.30% |
| THOMAS BAXTER3 | PO BOX 603 SUNNY SIDE, GA 30284 | AFLAC | $123 | $7 | $130 | 0.23% |
| CLEAR LIGHT SERVICES LLC3 | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $66 | $39 | $105 | 0.18% |
| NICOLE LYNN RIHANEK3 Filed as: NICOLE RIHANEK | 1205 2ND AVE E UNIT 4312 BRADENTON, FL 34208 | AFLAC | $99 | — | $99 | 0.17% |
| LUPIE TONIE GUERRERO3 Filed as: LUPIE GUERRERO | 804 KINGS ROW COHUTTA, GA 30710 | AFLAC | $85 | — | $85 | 0.15% |
| MITCHELL KOGGE3 | 11007 SUMMER DR TAMPA, FL 33624 | AFLAC | $65 | $10 | $75 | 0.13% |
| SCOTT D HAWKINS INC3 Filed as: SCOTT D HAWKINS | 3216 MEDICI BLVD NEW SYMRNA, FL 32168 | AFLAC | $70 | — | $70 | 0.12% |
| CHRISTOPHER GRAHAM3 | 2 CHASE CORPORATE DR STE 140 HOOVER, AL 35244 | AFLAC | $55 | — | $55 | 0.10% |
| DEREK W STRANGE3 Filed as: DEREK STRANGE | 26 TROTTERS WALK NE CARTERSVILLE, GA 30121 | AFLAC | $45 | — | $45 | 0.08% |
| SUSAN L O'CONNOR3 Filed as: SUSAN O'CONNOR | 3530 SAM ALLEN OAKS CIR PLANT CITY, FL 33565 | AFLAC | $44 | — | $44 | 0.08% |
| KAREN D SHATTUCK3 Filed as: KAREN SHATTUCK | 2298 AMERICUS BLVD E APT 6 CLEARWATER, FL 33763 | AFLAC | $40 | — | $40 | 0.07% |
| JENNIE HAWKINS3 | 4215 S RIDGEWOOD AVE STE 104 PORT ORANGE, FM 32127 | AFLAC | $38 | — | $38 | 0.07% |
| ISABEL GARCIA FARNHAM3 Filed as: ISABEL FARNHAM | 12144 ROCK DUCK AVE WEEKI WACHEE, FL 34614 | AFLAC | $33 | — | $33 | 0.06% |
| LINDA J MCCOY3 | 509 PINE ST PALMETTO, GA 30268 | AFLAC | $25 | — | $25 | 0.04% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON NC, NC 28401 | AFLAC | $24 | — | $24 | 0.04% |
| JUDY M BIRD3 | 1905 RICHLAND LN DALTON, GA 30720 | AFLAC | $22 | — | $22 | 0.04% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $22 | — | $22 | 0.04% |
| JEFFREY GLENN YARISH3 Filed as: JEFFREY YARISH | 8575 SUNSET CT TREASURE ISLAND, FL 33706 | AFLAC | $22 | — | $22 | 0.04% |
| MILLAN B TERRELL3 Filed as: MILLAN TERRELL | 1299 BATTLECREEK RD STE 240 JONESBORO, GA 30236 | AFLAC | $15 | $7 | $22 | 0.04% |
| STONYBROOK FINANCIAL SERVICES3 | PO BOX 1 ST JOHNSBURY, VT 05819 | AFLAC | $13 | $8 | $21 | 0.04% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC | $17 | — | $17 | 0.03% |
| JESSICA ESKEW3 | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $17 | — | $17 | 0.03% |
| JAMIE PITTNER3 | 2749 BURNING TREE LN CLEARWATER, FL 33761 | AFLAC | $16 | — | $16 | 0.03% |
| DONNA N THOMAS3 | 71 MONTROSE LN SHARPSBURG, GA 30277 | AFLAC | $13 | — | $13 | 0.02% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $12 | — | $12 | 0.02% |
| ANDY B GLENN II3 Filed as: ANDY GLENN II | 2999 DOUGLAS BLVD SUIE 180 ROSEVILLE, CA 95661 | AFLAC | $11 | — | $11 | 0.02% |
| LANCE SHNIDER3 | 211 W SUGARBERRY LN BEVERLY HILLS, FL 34465 | AFLAC | $7 | — | $7 | 0.01% |
| CHRISTOPHER W GRAHAM3 Filed as: CHRISTOPHER LEE | 2751 WESLEY CHAPEL BLVD STE B14 #753 WESLEY CHAPEL, FL 33544 | AFLAC | $6 | — | $6 | 0.01% |
| TRAVIS L WILLEY3 | 2023 SANDSTONE LOOP N SARTELL, MN 56377 | AFLAC | $4 | — | $4 | 0.01% |
| JERRY R MAUREY3 | 34401 SMART DR ZEPHYRHILLS, FL 33541 | AFLAC | $3 | — | $3 | 0.01% |
| SUSAN C BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $3 | — | $3 | 0.01% |
| JOYCE WEBER ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $3 | — | $3 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: MARIA FE BROWN | 1086 RIVER OAKS BLVD LEBANON, TN 37090 | AFLAC | $3 | — | $3 | 0.01% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $3 | — | $3 | 0.01% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $2 | — | $2 | 0.00% |
| MKF & ASSOCIATES INC3 | 422 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $2 | — | $2 | 0.00% |
| STEPHEN GRAZIANO3 | PO BOX 1316 SMITHS STATION, AL 36877 | AFLAC | $2 | — | $2 | 0.00% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN JOHNSON | 745 W BROMPTON AVE APT1 CHICAGO, IL 60657 | AFLAC | $1 | — | $1 | 0.00% |
| TARRAH SMITHSON3 | 2145 SAULS PL ALPHARETTA, GA 30004 | AFLAC | $1 | — | $1 | 0.00% |
| SCOTTI MADISON3 | 3330 COBB PKWY NW STE 324-3 ACWORTH, GA 30101 | AFLAC | $1 | — | $1 | 0.00% |
| STEVEN VORDERLANDWEHR3 | 331018 HIGHGROVE DR MONROE, GA 30655 | AFLAC | $1 | — | $1 | 0.00% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA REILLY | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $0 | — | $0 | 0.00% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 26267 WALKING HORSE TRL BROOKSVILLE, FL 34601 | AFLAC | $0 | — | $0 | 0.00% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $0 | — | $0 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 12485 28TH ST N 2ND FL ST PETERSBURG, FL 337161825 | HUMANA INSURANCE COMPANY | $2K | — | $2K | 5.01% |
| TEABERRY BENEFIT ANALYSTS LLC3 | 12485 28TH S19201 VISTA LN UNIT D10 INDIAN SHORES, FL 33785 | HUMANA INSURANCE COMPANY | $2K | — | $2K | 4.88% |
| MCGRIFF INSURANCE SERVICES INC3 | 12485 28TH ST N 2ND FL ST PETERSBURG, FL 337161825 | HUMANADENTAL INSURANCE COMPANY | $144 | — | $144 | 4.99% |
| TEABERRY BENEFIT ANALYSTS LLC3 | 19201 VISTA LN UNIT D10 INDIAN SHORES, FL 33785 | HUMANADENTAL INSURANCE COMPANY | $140 | — | $140 | 4.86% |
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 | 144 | 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) | 144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA MEDICAL PLAN, INC. | 145 | $1.1M |
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 144 | $46K |
| Vision | HUMANA INSURANCE COMPANY | 144 | $43K |
| Life insurance | AFLAC | 88 | $58K |
| Other | AFLAC | 88 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 145 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.