| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DT BURGHER ENTERPRISES3 | 18582 CORTEZ BLVD BROOKSVILLE, FL 34601 | BLUE CROSS BLUE SHIELD OF FLORIDA | $33K | — | $33K | 4.00% |
| DT BURGHER ENTERPRISES3 | DON BURGHER 18582 CORTEZ BLVD. BROOKSVILLE, FL 346019011 | HEALTH OPTIONS, INC. | $5K | — | $5K | 4.00% |
| SEE ATTACHED3 Filed as: SEE ATTACHED LISTING | — | AFLAC | $5K | $14 | $5K | 17.52% |
| DT BURGHER ENTERPRISES3 | 18582 CORTEZ BLVD BROOKSVILLE, FL 34601 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 7.50% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $474 | $474 | 2.50% |
| MARK S METTILLE3 Filed as: MARK S. METTILLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $448 | $448 | 2.36% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES, INC. | 18582 CORTEZ BLVD. BROOKSVILLE, FL 34601 | VISION SERVICE PLAN | $1K | — | $1K | 5.84% |
| 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 | — | $336 | $336 | 2.50% |
| MARK S METTILLE3 Filed as: MARK S. METTILLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $297 | $297 | 2.21% |
| DT BURGHER ENTERPRISES3 Filed as: DT BURGHER ENTERPRISES INC. | 18582 CORTEZ BLVD. BROOKSVILLE, FL 34601 | FLORIDA COMBINED LIFE | $2K | — | $2K | 15.00% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 115 | $959K |
| Dental | FLORIDA COMBINED LIFE | 11 | $4K |
| Vision | VISION SERVICE PLAN | 107 | $17K |
| Life insurance | FLORIDA COMBINED LIFE | 129 | $11K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 65 | $19K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 31 | $13K |
| Other(2 contracts, 2 carriers) | AFLAC | 129 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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."
No prospect flags tripped on this filing.