| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STAN BARNES3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | CAPITAL HEALTH PLAN | $37K | — | $37K | 2.48% |
| MIRIAM C WATKINS3 Filed as: MIRIAM C. WATKINS | 3456 EXMOUTH LANE TALLAHASSEE, FL 32317 | AFLAC | $3K | $211 | $4K | 5.29% |
| BARNES BENEFIT CONSULTANTS, LLC3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | AFLAC | $2K | $0 | $2K | 2.37% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP, LLC | 1425 E. PIEDMONT DRIVE, STE 101-B TALLAHASSEE, FL 32308 | AFLAC | $683 | $82 | $765 | 1.11% |
| ASSURANCE AGENCY LTD3 Filed as: CROSS ASSURANCE GROUP, INC. | 3370 CAPITAL CIRCLE, NE SUITE G TALLAHASSEE, FL 32308 | AFLAC | $604 | $40 | $644 | 0.93% |
| DEBRA W KNIGHT3 Filed as: DEBRA W. KNIGHT | 4715 HIGH GROVE ROAD TALLAHASSEE, FL 32308 | AFLAC | $431 | — | $431 | 0.62% |
| DANIEL S ADAMS3 Filed as: DANIEL S. ADAMS | 3857 SCOTT CHURCH ROAD MARIANNA, FL 32448 | AFLAC | $402 | — | $402 | 0.58% |
| JONATHAN LEWIS BAZELL3 | 311 W. TREEHOUSE LANE ROUND LAKE, IL 60073 | AFLAC | $342 | $42 | $384 | 0.56% |
| TAYLOR KERZ3 | 925 SPOTTSWOOD DRIVE TALLAHASSEE, FL 32308 | AFLAC | $249 | — | $249 | 0.36% |
| ADAINA REDMON3 | 382 E. GLENN ROAD MONTICELLO, FL 32344 | AFLAC | $194 | $24 | $218 | 0.32% |
| RICHARD T. TENNEY3 | 2000 N. MERIDIAN ROAD, APT. 291 TALLAHASSEE, FL 32303 | AFLAC | $191 | — | $191 | 0.28% |
| MEREDITH K SCHAEFER3 Filed as: MEREDITH K. SCHAEFER | 1011 HARBERT STREET TALLAHASSEE, FL 32303 | AFLAC | $167 | — | $167 | 0.24% |
| ERIN L KIRKLAND3 Filed as: ERIN KIRKLAND | 1775 PINE PARK ROAD CAIRO, GA 39828 | AFLAC | $157 | — | $157 | 0.23% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DRIVE LAFAYETTE, LA 70508 | AFLAC | $147 | — | $147 | 0.21% |
| THOMAS W. GRAY3 | 5321 HIGH COLONY DRIVE TALLAHASSEE, FL 32317 | AFLAC | $135 | — | $135 | 0.20% |
| SANDRA COLLIER3 | P.O. BOX 37096 TALLAHASSEE, FL 32315 | AFLAC | $74 | $53 | $127 | 0.18% |
| J C ADAMS INC3 Filed as: J C ADAMS, INC. | 5631 NE 31ST TERRACE OCALA, FL 34479 | AFLAC | $100 | — | $100 | 0.14% |
| AMY GREEN3 Filed as: AMY F. GREEN | 715 E 53RD STREET SAVANNAH, GA 31405 | AFLAC | $98 | — | $98 | 0.14% |
| LYDIA C CLARK3 Filed as: LYDIA C. CLARK | 11882 PINE MEADOW CIRCLE FISHERS, IN 46037 | AFLAC | $90 | — | $90 | 0.13% |
| BB&T INSURANCE SERVICES, INC.3 | 414 GALLIMORE DAIRY ROAD, STE F GREENSBORO, NC 27409 | AFLAC | $75 | — | $75 | 0.11% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N. ANDREWS AVENUE, SUITE 200 FT. LAUDERDALE, FL 33309 | AFLAC | $67 | — | $67 | 0.10% |
| GSL MARKETING INC3 Filed as: GSL MARKETING, INC. | 14260 W NEWBERRY ROAD, 336 NEWBERRY, FL 32669 | AFLAC | $59 | — | $59 | 0.09% |
| LASSANDRA ALEXANDER3 | 1510 HARDIN STREET QUINCY, FL 32351 | AFLAC | $53 | — | $53 | 0.08% |
| JOURNEY INS GRP INC3 Filed as: JOURNEY INSURANCE GROUP, INC. | 8761 WILES ROAD, APT. 203 CORAL SPRINGS, FL 33067 | AFLAC | $52 | — | $52 | 0.08% |
| LARRY W. ZWAGIL3 | 3036 RANCHWOOD TERRACE THE VILLAGES, FL 32163 | AFLAC | $40 | — | $40 | 0.06% |
| KATTY W COHEN3 Filed as: KATTY W. COHEN | 21711 TOWN PLACE DRIVE BOCA RATON, FL 33433 | AFLAC | $36 | — | $36 | 0.05% |
| CAPITAL INSURANCE ADVISORS LLC3 Filed as: CAPITAL INSURANCE AGENCY, INC. | P.O. BOX 15949 TALLAHASSEE, FL 32317 | AFLAC | $31 | — | $31 | 0.04% |
| J W GRIMES INC3 Filed as: J W GRIMES, INC. | 6165 WATERFORD ROAD COLUMBUS, GA 31904 | AFLAC | $27 | — | $27 | 0.04% |
| JIMMY LEON JOHNSON3 Filed as: JIMMY JOHNSON | 28 MAGNOLIA AVENUE ST. AUGUSTINE, FL 32084 | AFLAC | $22 | — | $22 | 0.03% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT L. TRAPNELL, JR | 19 N. INDIAN RIVER DRIVE, APT. 701 COCOA, FL 32922 | AFLAC | $18 | — | $18 | 0.03% |
| C HUDSON AND ASSOCIATES3 | 2843 TWIN PINE ROAD THOMSON, GA 30824 | AFLAC | $18 | — | $18 | 0.03% |
| GORDON L. ALFORD3 | 4724 NW 4TH STREET PLANTATION, FL 33317 | AFLAC | $16 | — | $16 | 0.02% |
| ROBERT MILLER3 | 1892 BUFORD BLVD TALLAHASSEE, FL 32308 | AFLAC | $16 | — | $16 | 0.02% |
| A & A INSURANCE SERVICE, INC.3 | 330 SE 20TH AVENUE, APT. 306 DEERFIELD BEACH, FL 33441 | AFLAC | $8 | — | $8 | 0.01% |
| AARON ANTHONY3 | 5 POINTER COURT COLUMBUS, GA 31909 | AFLAC | $7 | — | $7 | 0.01% |
| MICHELE HASKELL3 | P.O. BOX 440307 JACKSONVILLE, FL 32222 | AFLAC | $7 | — | $7 | 0.01% |
| TERRI DUNN COLLINS3 | 2422 BUTTONBUSH COURT TALLAHASSEE, FL 32308 | AFLAC | $5 | — | $5 | 0.01% |
| VICKI M DICKERT3 Filed as: VICKI DICKERT | 258 SEAVIEW AVENUE DAYTONA BEACH, FL 32118 | AFLAC | $5 | — | $5 | 0.01% |
| ROBERT P FERRONE3 Filed as: ROBERT FERRONE | 1701 WILLIAMS COURT, APT. 202 COLUMBUS, GA 31904 | AFLAC | $4 | — | $4 | 0.01% |
| JAMES R MIRABELLI3 Filed as: JAMES MIRABELLI | 99 SW MIZNER BLVD, APT. 843 BOCA RATON, FL 33432 | AFLAC | $3 | — | $3 | 0.00% |
| MARTA M SASTRE3 Filed as: MARTA M. SASTRE | P.O. BOX 140127 CORAL GABLES, FL 33114 | AFLAC | $2 | — | $2 | 0.00% |
| CECIL SALMON3 | 1400 COOLIDGE STREET HOLLYWOOD, FL 33020 | AFLAC | $1 | — | $1 | 0.00% |
| JEFFREY M SINTAY3 Filed as: JEFFREY SINTAY | 1972 ALCOVA RIDGE DRIVE LAS VEGAS, NV 89135 | AFLAC | $1 | — | $1 | 0.00% |
| MARK C LEE3 Filed as: MARK LEE | 1444 SOUTH 17TH STREET WILMINGTON, NC 28401 | AFLAC | $1 | — | $1 | 0.00% |
| OMER S BASS IV3 Filed as: OMER BASS IV | 565 W. GATEWAY COURT MERRITT ISLAND, FL 32952 | AFLAC | $0 | — | $0 | 0.00% |
| EMPLOYEE BENEFITS CONSULTANTS3 | P.O. BOX 13566 TALLAHASSEE, FL 32317 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 5.91% |
| BARNES BENEFIT CONSULTANTS, LLC3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 4.09% |
| EMPLOYEE BENEFITS CONSULTANTS3 | P.O. BOX 13566 TALLAHASSEE, FL 32317 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 5.97% |
| BARNES BENEFIT CONSULTANTS, LLC3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 4.03% |
| EMPLOYEE BENEFITS CONSULTANTS3 | P.O. BOX 13566 TALLAHASSEE, FL 32317 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 5.60% |
| BARNES BENEFIT CONSULTANTS, LLC3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 4.40% |
| BARNES BENEFIT CONSULTANTS, LLC3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | UNION SECURITY INSURANCE COMPANY | $652 | — | $652 | 10.04% |
| ALLEN MOONEY AND BARNES, LLC3 | 318 N. CALHOUN STREET TALLAHASSEE, FL 32301 | UNION SECURITY INSURANCE COMPANY | $3K | $10K | $13K | — |
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 | 269 | 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) | 269 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNION SECURITY INSURANCE COMPANY | 159 | $0 |
| Vision | UNION SECURITY INSURANCE COMPANY | 53 | $6K |
| Life insurance | STANDARD INSURANCE COMPANY | 192 | $46K |
| Short-term disability | STANDARD INSURANCE COMPANY | 192 | $47K |
| Long-term disability | STANDARD INSURANCE COMPANY | 54 | $44K |
| Other | AFLAC | 95 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 269 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.