| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DT BURGHER ENTERPRISES3 | 18582 CORTEZ BLVD BROOKSVILLE, FL 34601 | BLUE CROSS BLUE SHIELD OF FLORIDA | $31K | — | $31K | 4.00% |
| DT BURGHER ENTERPRISES3 | DON BURGHER 18582 CORTEZ BLVD. BROOKSVILLE, FL 346019011 | HEALTH OPTIONS, INC. | $6K | — | $6K | 4.00% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES INC | 18582 CORTEZ BLVD BROOKSVILLE, FL 34601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 3.33% |
| MARK S METTILLE3 Filed as: MARK S. METTILLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 1.67% |
| REGINA BALLARD INC3 | PO BOX 1844 INVERNESS, FL 34551 | AFLAC | $3K | — | $3K | 10.41% |
| JOSHUA T HILL3 | 520 E FORT KING ST STE B4 OCALA, FL 34471 | AFLAC | $822 | — | $822 | 2.84% |
| ANGEL E HILL3 | 520 SE FORT KING ST STE B4 OCALA, FL 34471 | AFLAC | $376 | — | $376 | 1.30% |
| LARRY MYERS3 Filed as: LARRY D MYERS | 8944 N TRAVIS DR CITRUS SPRINGS, FL 34434 | AFLAC | $104 | — | $104 | 0.36% |
| VICKI M DICKERT3 | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $102 | — | $102 | 0.35% |
| TAMMY S GARDNER3 | PO BOX 912 CHIEFLAND, FL 32644 | AFLAC | $60 | — | $60 | 0.21% |
| THE PERRY GROUP INC3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $55 | — | $55 | 0.19% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP INC | 1425 E PIEDMONT DR SUITE 101-B TALLAHASSEE, FL 32308 | AFLAC | $45 | — | $45 | 0.16% |
| BETH LUANNE KIMBROUGH3 | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $40 | — | $40 | 0.14% |
| RICHARD E DRESSER3 Filed as: RICHARD W BLOUNT | 842 PINCKNEY LN THE VILLAGES, FL 32162 | AFLAC | $33 | — | $33 | 0.11% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT L. TRAPNELL JR. | 19 N. INDIAN RIVER DRIVE APT. 701 COCOA, FL 32922 | AFLAC | $24 | — | $24 | 0.08% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $20 | — | $20 | 0.07% |
| JW GRIMES INC3 Filed as: JW GRIMES INC. | 6165 WATERFORD ROAD COLUMBUS, GA 31904 | AFLAC | $17 | — | $17 | 0.06% |
| JAMES R MIRABELLI3 Filed as: JAMES R. MIRABELLI | 99 SW MIZNER BLVD. APT. 843 BOCA RATON, FL 33432 | AFLAC | $9 | — | $9 | 0.03% |
| TAMMY S GARDNER3 Filed as: TAMMY S. GARDNER | PO BOX 912 CHIEFLAND, FL 32644 | AFLAC | $6 | — | $6 | 0.02% |
| ROBERT P FERRONE3 Filed as: ROBERT P. FERRONE | 1701 WILLIAMS CT. APT. 202 COLUMBUS, GA 31904 | AFLAC | $6 | — | $6 | 0.02% |
| LESTER RAY BLACKSHEAR3 | 9192 SE 168TH COOK PLACE THE VILLAGES, FL 32162 | AFLAC | $6 | — | $6 | 0.02% |
| GRAVES INC3 Filed as: GRAVES INC. | 5336 CAPTAINS CT. NEW PORT RICHEY, FL 34652 | AFLAC | $5 | — | $5 | 0.02% |
| JIMMY LEON JOHNSON3 | 28 MAGNOLIA AVENUE ST. AUGUSTINE, FL 32084 | AFLAC | $5 | — | $5 | 0.02% |
| CECIL T SALMON3 Filed as: CECIL T. SALMON | 95 EDWARD DRIVE PALM COAST, FL 32164 | AFLAC | $4 | — | $4 | 0.01% |
| DAWN T SUCHECKI3 Filed as: DAWN T. SUCHECKI | 3850 VINE STREET SUITE 130 RIVERSIDE, CA 92507 | AFLAC | $2 | — | $2 | 0.01% |
| JEFFREY M SINTAY3 Filed as: JEFFREY M. SINTAY | 1972 ALCOVA RIDGE DRIVE LAS VEGAS, NV 89135 | AFLAC | $1 | — | $1 | 0.00% |
| LESTER RAY BLACKSHEAR3 | 8545 SW 86TH TERRACE OCALA, FL 34481 | AFLAC | $1 | — | $1 | 0.00% |
| MARK C LEE3 Filed as: MARK C. LEE | 1444 SOUTH 17TH STREET WILMINGTON, NC 28401 | AFLAC | $1 | — | $1 | 0.00% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES INC. | 18582 CORTEZ BLVD. BROOKSVILLE, FL 34601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $563 | $563 | 2.50% |
| DT BURGHER ENTERPRISES3 | 18582 CORTEZ BLVD BROOKSVILLE, FL 34601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 7.50% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $361 | $361 | 1.67% |
| MARK S METTILLE3 Filed as: MARK S. METTILLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $180 | $180 | 0.83% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES, INC. | 18582 CORTEZ BLVD. BROOKSVILLE, FL 34601 | VISION SERVICE PLAN | $997 | — | $997 | 5.88% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES INC. | 18582 CORTEZ BLVD. BROOKSVILLE, FL 34601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $221 | $221 | 1.55% |
| MARK S METTILLE3 Filed as: MARK S. METTILLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $136 | $136 | 0.95% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES INC. | 18582 CORTEZ BLVD. BROOKSVILLE, FL 34601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $180 | $180 | 1.68% |
| MARK S METTILLE3 Filed as: MARK S. METTILLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $88 | $88 | 0.82% |
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 | 154 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 129 | $774K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 142 | $68K |
| Vision | VISION SERVICE PLAN | 114 | $17K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 237 | $33K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 74 | $22K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 34 | $14K |
| Other(4 contracts, 2 carriers) | AFLAC | 237 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 237 | — |
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.