| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LASSITER WARE3 Filed as: LASSITER-WARE INC | 1317 CITIZENS BLVD LEESBURG, FL 34748 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | $49K | $55K | 4.85% |
| SHIRLEY B DRAKE3 | 14141 46TH STREET N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $437 | $4K | 5.00% |
| SUE ELLEN BYERS3 | 2535 W TENNESSEE AVE TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 4.15% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE AMERICA LLC | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $299 | $2K | 2.18% |
| DEBRA K VERMEER3 | 3193 SANDY RIDGE DRIVE CLEARWATER, FL 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $693 | — | $693 | 0.89% |
| BRENDA GEISLER-MURPHY3 Filed as: BRENDA GEISLER- MURPHY | 2939 PINEWOOD RUN PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $486 | — | $486 | 0.63% |
| CLINTON DEWEY TOUCHTON3 | 2189 STADSKLEV RD MARIANNA, FL 32448 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $423 | $59 | $482 | 0.62% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIR STE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220 | $51 | $271 | 0.35% |
| GIOMARIS IRIZARRY-SANTIAGO3 | 14238 FREDRICKSBURG DR #320 ORLANDO, FL 32837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $253 | $8 | $261 | 0.34% |
| CORCORAN & HOYT LLC3 | 12505 BRONCO DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $249 | $5 | $254 | 0.33% |
| DARRELL D SCHWABE3 Filed as: DARRELL SCHWABE FINANCIAL SVS | 1377 OAKFIELD DR BRANDON, FL 33511 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | — | $230 | 0.30% |
| CHRISTINA L SUTTON3 | PO BOX 746 OZONA, FL 34660 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 0.24% |
| ANN ASCANI3 | 102 WOODGLEN CT FLAT ROCK, NC 28731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | — | $174 | 0.22% |
| ANGELA DUCOS3 | 407 S NEWPORT AVE TAMPA, FL 33606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | — | $155 | 0.20% |
| ENRIQUE ALFREDO IGLESIAS3 | 968 MAUMEE ST ORLANDO, FL 32828 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $148 | $7 | $155 | 0.20% |
| GREGORY ALLEN BATTEN3 | 2026 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | — | $151 | 0.19% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | — | $142 | 0.18% |
| HEIDI S WEISHAUPT3 | 4520 29TH AVE CIR E PALMETTO, FL 34221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $5 | $131 | 0.17% |
| REMINGO TORRES3 | 5317 MACBETH CT TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | $13 | $125 | 0.16% |
| EVERT KENT VERMEER3 | 3193 SANDY RIDGE DRIVE CLEARWATER, FL 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $122 | — | $122 | 0.16% |
| EMPLOYEE BENEFITS GROUP OF FLORIDA3 | 1924 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $55 | $103 | 0.13% |
| ROBERT RYAN HAWKEN3 | 23731 LAKE HILLS DR LUTZ, FL 33559 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | — | $91 | 0.12% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $25 | $59 | 0.08% |
| WILLIAM C WESTER3 | PO BOX 375 GRANDRIDGE, FL 32442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $11 | $45 | 0.06% |
| JOSEPH LEE WROBLEWSKI3 | PO BOX 1222 LYNN HAVEN, FL 32444 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $1 | $43 | 0.06% |
| GLENN IRVIN REEVE3 | 27171 HARBOUR APPROACH RD PUNTA GORDA, FL 33983 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.05% |
| ANDREA BROWNING3 | 145 19TH AVE SE ST PETERSBURG, FL 33705 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.05% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.03% |
| TILTON ASSOCIATES INC3 | 4141 N W 10 ST COCONUT CREEK, FL 33066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| CHRISTINA MARIE KONCZESKI3 | 648 SOUTH STREET APT 2 BOSTON, MA 02131 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| HEATHER PLANKEY3 | 8390 139TH LANE SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.02% |
| SUSANNE PAPA3 | 4750 STONEVIEW CIRCLE OLD SMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| MARY SUSANNE MERKHOFER3 | 2704 SETTER PLACE TALLAHASSEE, FL 32303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| RONNIE BORAKS INSURANCE SOLUTIONS I3 Filed as: RONNIE BORAKS INSURANCE SOLUTIONS | 10695 SAN BERNARDINO WAY BOCA RATON, FL 33428 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| CHOICE BENEFIT SOLUTIONS INC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CTL SERVICES INC3 | 1140 CLIMBING ROSE DR ORLANDO, FL 32818 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| STALTARE BENEFITS INC3 | 1172 SE 3RD TERRACE DEERFIELD BEACH, FL 33441 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LASSITER WARE3 Filed as: LASSITER-WARE INSURANCE | 1317 CITIZENS BLVD LEESBURG, FL 32751 | UNITEDHEALTHCARE INSURANCE COMPANY | $954 | — | $954 | 10.85% |
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 | 252 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 252 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 252 | $1.1M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 252 | $1.1M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 252 | $1.1M |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 227 | $9K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 227 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 252 | — |
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.