| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JAMES F. TULLIS & ASSOCIATES, INC.3 Filed as: JAMES F. TULLIS & ASSOC INC. | 1645 SAN MARCO BLVD. JACKSONVILLE, FL 32207 | BLUE CROSS BLUE SHIELD OF FLORIDA | $34K | — | $34K | 6.01% |
| JAMES F. TULLIS & ASSOCIATES, INC.3 Filed as: JAMES F TULLUS & ASSOC INC. | 1645 SAN MARCO BLVD JASCKSONVILLE, FL 32207 | BLUE CROSS BLUE SHIELD OF FLORIDA | $9K | — | $9K | 6.00% |
| JAME F TULLIS & ASSOCIATES INC3 | 1645 SAN MARCO BLVD. JACKSONVILLE, FL 32207 | UNION SECURITY INSURANCE COMPANY | $7K | — | $7K | 11.28% |
| JAMES F. TULLIS & ASSOCIATES, INC.3 Filed as: JAMES F. TULLIS & ASSOC INC | 1645 SAN MARCO BLVD JACKSONVILLE, FL 32207 | UNION SECURITY INSURANCE COMPANY | $4K | — | $4K | 21.42% |
| JAMES F. TULLIS & ASSOCIATES, INC.3 Filed as: JAMES TULLIS & ASSOC | 1645 SAN MARCO BLVD JACKSONVILLE, FL 32207 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| JAMES F. TULLIS & ASSOCIATES, INC.3 Filed as: JAMES F TULLIS & ASSOC. INC. | 1645 SAN MARCO BLVD JACKSONVILLE, FL 32207 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $702 | — | $702 | 10.79% |
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 | 101 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 101 | $562K |
| Dental | UNION SECURITY INSURANCE COMPANY | 94 | $66K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 126 | $7K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 94 | $66K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 33 | $14K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 101 | $709K |
| Other | UNION SECURITY INSURANCE COMPANY | 43 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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.