| 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 | $22K | $29K | 2.46% |
| SHIRLEY B DRAKE3 | 14141 46TH ST N CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $3K | $8K | 6.74% |
| SUE ELLEN BYERS3 | 2535 W. TENNESSEE AVENUE TAMPA, FL 33629 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 4.08% |
| WORKSITE AMERICA LLC3 | 14141 46TH STREET NORTH CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $825 | $3K | 2.81% |
| BRENDA GEISLER-MURPHY3 Filed as: BRENDA GEISLER- MURPHY | 2939 PINEWOOD RUN PALM HARBOR, FL 34684 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.07% |
| UNITED TAX & FINANCE ADVISORY SERVI3 | 18135 CANAL POINTE ST TAMPA, FL 33647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $845 | $1 | $846 | 0.76% |
| MARY ANN BETCHY3 | 13405 CARAVAGGIO CT VENICE, FL 34293 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $633 | — | $633 | 0.57% |
| ENRIQUE ALFREDO IGLESIAS3 | 968 MAUMEE ST ORLANDO, FL 32828 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $378 | — | $378 | 0.34% |
| DARRELL D SCHWABE3 Filed as: DARRELL SCHWABE FINANCIAL SVS | 1377 OAKFIELD DR BRANDON, FL 33511 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $239 | — | $239 | 0.21% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | — | $232 | 0.21% |
| CLINTON DEWEY TOUCHTON3 Filed as: CLINTON DEWEY TOUBHTON | 2189 STADSKLEV RD MARIANNA, FL 32448 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $174 | $24 | $198 | 0.18% |
| GIOMARIS IRIZARRY-SANTIAGO3 | 14238 FREDRICKSBURG DR #320 ORLANDO, FL 32837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | $4 | $170 | 0.15% |
| ANN ASCANI3 | 102 WOODGLEN CT FLAT ROCK, NC 28731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $167 | — | $167 | 0.15% |
| EVERT KENT VERMEER3 | 3193 SANDY RIDGE DRIVE CLEARWATER, FL 33761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | — | $152 | 0.14% |
| ANGELA DUCOS3 | 407 S NEWPORT AVE TAMPA, FL 33606 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $149 | — | $149 | 0.13% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $146 | — | $146 | 0.13% |
| GREGORY ALLEN BATTEN3 | 2026 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | — | $134 | 0.12% |
| MARCOS MATOS3 | 4417 13TH STREET ST. CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | — | $103 | 0.09% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIR STE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 0.07% |
| HEIDI S WEISHAUPT3 | 4520 29TH AVE CIR E PALMETTO, FL 34221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.06% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $26 | $68 | 0.06% |
| ANDREA BROWNING3 | 145 19TH AVE SE ST. PETERSBURG, FL 33705 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.03% |
| PATRICIA M CARDUCCI3 Filed as: PATRICIA M COLLINS | 7612 WIMPOLE DRIVE NEW PORT RICHEY, FL 34655 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $10 | $29 | 0.03% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.02% |
| JOHN C JONES & ASSOC INC3 Filed as: JOHN C JONE AND ASOC IN | 2027 HAWAII AVE NE ST. PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.02% |
| ROBER RYAN HAWKEN3 | 23721 LAKE HILLS DR LUTZ, FL 33559 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.02% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $9 | $20 | 0.02% |
| JOSEPH LEE WROBLEWSKI3 | PO BOX 1222 LYNN HAVEN, FL 32444 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| TILTON ASSOCIATES INC3 | 4141 NW 10 ST COCONUT CREEK, FL 33066 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| WILLIAM C WESTER3 | PO BOX 375 GRANDRIDGE, FL 32442 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $3 | $14 | 0.01% |
| MARY SUSANNE MERKHOFER3 | 2704 SETTER PLACE TALLAHASSEE, FL 32303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| SUSANNE PAPA3 | 4750 STONEVIEW CIRCLE OLD SMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| ERIK DYLAN CECIL3 | 6820 HWY 70 S NASHVILLE, TN 37221 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| HEATHER PLANKEY3 | 8390 139TH LANE SEMINOLE, FL 33776 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 | 2150 49TH STREET N SUITE F ST PETERSBURG, FL 33710 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| BRYAN ANTHONY GONZALEZ3 | 8408 QUARTZ PL TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| CHOICE BENEFITS SOLUTIONS LLC3 | 6441 3RD PLAM POINTE ST ST PETERSBURG BEACH, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| RONNIE BORAKS INSURANCE SOLUTIONS I3 Filed as: RONNIE BORAKS INSURANCE SOLUTIONS | 6760 MOLAKAI CIRCLE BOYNTON, FL 33437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| CHOICE BENEFIT SOLUTIONS INC3 | 525 CAPRI BLVD TREASURE ISLAND, FL 33706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| WILLIAM E GECEWICZ3 | 11113 LAKESIDE VISTA DR RIVERVIEW, FL 33569 | 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% |
| BENEFIT ENROLLMENT SERVICES INC3 | 210 CARDEN AVENUE NASHVILLE, TN 37205 | 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 | $980 | — | $980 | 9.93% |
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 | 250 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 250 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 292 | $1.2M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 292 | $1.2M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 292 | $1.2M |
| Life insurance | UNITEDHEALTHCARE INSURANCE COMPANY | 250 | $10K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 250 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 292 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.