| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE, INC. | 110 CARILLON PARKWAY ST. PETERSBURG, FL 337161201 | HUMANA MEDICAL PLAN, INC. | $40K | $2K | $42K | 5.12% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE, INC. | 110 CARILLON PARKWAY ST. PETERSBURG, FL 337161201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $3K | $13K | 21.79% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL ASSOCIATES, INC. | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | HUMANA INSURANCE COMPANY | $3K | $2K | $5K | 9.32% |
| JOHN DOMEIER3 | 720 17TH AVENUE N ST. PETERSBURG, FL 33704 | AFLAC | $1K | $125 | $1K | 2.90% |
| WILLIS TOWERS WATSON US LLC3 Filed as: RODNEY WILLIS | 10224 TARPON DRIVE TREASURE ISLAND, FL 33706 | AFLAC | $951 | $93 | $1K | 2.31% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE, INC. | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | AFLAC | $959 | — | $959 | 2.12% |
| VICTORRIO PAUL ZANIOL INC3 Filed as: VICTORRIO PAUL ZANOIL, INC. | 7511 BURLINGTON AVENUE N ST. PETERSBURG, FL 33710 | AFLAC | $753 | $44 | $797 | 1.76% |
| VICTORRIO PAUL ZANIOL INC3 | 7511 BURLINGTON AVENUE N ST. PETERSBURG, FL 33710 | AFLAC | $591 | — | $591 | 1.31% |
| NORA M FOLKERS3 Filed as: NORA FOLKERS | 1121 CANE MILL LANE BRADENTON, FL 34212 | AFLAC | $262 | — | $262 | 0.58% |
| STEPHEN GRAZIANO3 | 100 S KENTUCKY AVENUE, SUITE 240 LAKELAND, FL 33801 | AFLAC | $163 | $28 | $191 | 0.42% |
| JOSEPH BAILEY DUCKETT3 | 113 SILKY SULLIVAN WAY CANTON, GA 30115 | AFLAC | $163 | — | $163 | 0.36% |
| SANDRA WHITELEY3 | 1707 60TH STREET S GULFPORT, FL 33707 | AFLAC | $157 | — | $157 | 0.35% |
| TIFFANY KINDLE MILLER3 Filed as: TIFFANY MILLER | 1600 BOXWOOD LANE WYLIE, TX 75098 | AFLAC | $149 | — | $149 | 0.33% |
| ARNIE SAFERSTEIN3 | 7501 ULMERTON ROAD, APT. 812 LARGO, FL 34695 | AFLAC | $145 | — | $145 | 0.32% |
| MITCHELL KOGGE3 | 11323 N 50TH STREET, APT 5 TAMPA, FL 33617 | AFLAC | $119 | — | $119 | 0.26% |
| THOMAS A HOUSE3 Filed as: THOMAS HOUSE | 1089 HARMONY LANE, SUITE 1104 CLERMONT, FL 34711 | AFLAC | $115 | — | $115 | 0.25% |
| ECK INC3 Filed as: ECK, INC. | P.O. BOX 246 SAFETY HARBOR, FL 34695 | AFLAC | $103 | — | $103 | 0.23% |
| KATHRYN SUZANNE AXENTE3 | 7020 PELICAN ISLAND DRIVE TAMPA, FL 33634 | AFLAC | $88 | — | $88 | 0.19% |
| SUSAN BRIMHALL3 | P.O. BOX 336 SMITHS STATION, AL 36877 | AFLAC | $66 | — | $66 | 0.15% |
| AIMEE BRANDON3 | 28322 OPENFIELD LOOP WESLEY CHAPEL, FL 33543 | AFLAC | $43 | $15 | $58 | 0.13% |
| JAMES ARTHUR HARBOUR3 | 405 BARSHALL DRIVE COLUMBUS, GA 31904 | AFLAC | $58 | — | $58 | 0.13% |
| J W GRIMES INC3 Filed as: JW GRIMES, INC | 6165 WATERFORD ROAD COLUMBUS, GA 31904 | AFLAC | $40 | — | $40 | 0.09% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $27 | — | $27 | 0.06% |
| KELLY A IRVINE3 Filed as: KELLY IRVINE | 15801 WHITE ORCHID LANE FORT MYERS, FL 33908 | AFLAC | $26 | — | $26 | 0.06% |
| JAMES (JAY) GRIMES3 Filed as: JAMES W GRIMES | 554 ROBERT WILLIAMS ROAD PINE MOUNTAIN, GA 31822 | AFLAC | $16 | — | $16 | 0.04% |
| KAREN C HOLLOWELL3 | 11570 HANCOCK CT INDEPENDENCE, KY 41051 | AFLAC | $16 | — | $16 | 0.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: CRAIG H BROWN | 2450 WINDROW DRIVE, UNIT D101 FORT COLLINS, CO 80525 | AFLAC | $15 | — | $15 | 0.03% |
| JEFFREY GLENN YARISH3 Filed as: JEFFREY YARISH | 16122 ARMISTEAD LANE ODESSA, FL 33556 | AFLAC | $13 | — | $13 | 0.03% |
| VICTORIA BELLAVIA3 | 2427 BENTLEY DRIVE PALM HARBOR, FL 34684 | AFLAC | $13 | — | $13 | 0.03% |
| LAURA ALGREN3 | 17960 GULF BLVD., APT 114 REDINGTON SHORES, FL 33708 | AFLAC | $13 | — | $13 | 0.03% |
| GARY WHITE3 | 1607 MONUMENT AVENUE PORT ST. JOE, FL 32456 | AFLAC | $11 | — | $11 | 0.02% |
| DENNIS W CAMDEN3 Filed as: DENNIS CAMDEN | 101 N JEFFERSON ST, RM 305 MEXICO, MO 65265 | AFLAC | $9 | — | $9 | 0.02% |
| JANINE FOX3 | 18 HAVILAND DRIVE SCHENECTADY, NY 12302 | AFLAC | $8 | — | $8 | 0.02% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 1934 E LEEWYNN DRIVE SARASOTA, FL 34240 | AFLAC | $8 | — | $8 | 0.02% |
| GRAVES INC3 Filed as: GRAVES, INC. | 5659 W. HOLIDAY STREET HOMOSASSA, FL 34446 | AFLAC | $6 | — | $6 | 0.01% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | 150 MAPLE DRIVE WEXFORD, PA 15090 | AFLAC | $6 | — | $6 | 0.01% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 13412 WHITBY ROAD HUDSON, FL 34667 | AFLAC | $4 | — | $4 | 0.01% |
| JESSICA ESKEW3 | 10426 SPRINGROSE DRIVE TAMPA, FL 33626 | AFLAC | $4 | — | $4 | 0.01% |
| JAMES ARTHUR HARBOUR3 Filed as: JAMES A HARBOUR | 405 BARSCHALL DRIVE COLUMBUS, GA 31904 | AFLAC | $4 | — | $4 | 0.01% |
| KIMBERLY DIAN CROCKETT3 Filed as: KIMBERLY CROCKETT | 505 LEE ROAD 214 PHENIX CITY, AL 36870 | AFLAC | $2 | — | $2 | 0.00% |
| MARK C LEE3 Filed as: MARK LEE | 11500 COUNTY LINE ROAD MIDLAND, GA 31820 | AFLAC | $2 | — | $2 | 0.00% |
| OMER S BASS IV3 Filed as: OMER BASS IV | 565 W GATEWAY COURT MERRITT ISLAND, FL 32952 | AFLAC | $1 | — | $1 | 0.00% |
| HORACE R WEAVER III3 Filed as: HORACE WEAVER II | 106 FOUNTAIN DRIVE SLIDELL, LA 70458 | AFLAC | $1 | — | $1 | 0.00% |
| DELORES ELAINE PINKOWSKI3 Filed as: DELORES PINKOWSKI | HC 64 BOX 1815 CASTLE VALLEY, UT 84532 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES W BENCIN3 Filed as: JAMES BENCIN | 11 SHELDRAKE LANE WEST PALM BEACH, FL 33418 | AFLAC | $0 | — | $0 | 0.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE, INC. | 110 CARILLON PARKWAY ST. PETERSBURG BEACH, FL 33716 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $1K | — | $1K | 14.00% |
| CHERYL DAGATA DBA CAD & JAD CONSULT4 Filed as: CHERYL DAGATA DBA CAD & JAD CONS SV | 130 PROMINENCE PT PKWY STE 130-339 CANTON, GA 30114 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $555 | — | $555 | 14.38% |
| WALKER MARINE ENTERPRISES4 | 3507 BELLE VISTA DRIVE E ST. PETERSBURG, FL 33706 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $399 | — | $399 | 10.34% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE, INC. | 110 CARILLON PARKWAY ST. PETERSBURG, FL 337161201 | HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. | — | — | $0 | — |
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 | 98 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 100 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC | 63 | $45K |
| Dental | HUMANA INSURANCE COMPANY | 75 | $51K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 65 | $8K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 9 | $59K |
| Short-term disability | AFLAC | 63 | $45K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 9 | $59K |
| Other(3 contracts, 3 carriers) | HUMANA MEDICAL PLAN, INC. | 77 | $879K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 77 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.