| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $230K | $32K | $262K | 12.37% |
| ROSWEN ENTERPRISES INC3 | 1977 THE OAKS BLVD KISSIMMEE, FL 34746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31K | — | $31K | 11.21% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, LLC | 550 S CALDWELL ST STE 1500 CHARLOTTE, NC 282023313 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25K | — | $25K | 9.21% |
| JASMINE DORITY3 | 221 ASTERBROOKE DR DELAND, FL 32724 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 1.83% |
| RUBEN ROSA3 | 933 LEE RD #200 ORLANDO, FL 32810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 1.12% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.72% |
| TEAM WEISS AND ASSOC LLC3 Filed as: TEAM WEISS AND ASSOCIATES LLC | 1521 MT. VERNON ST ORLANDO, FL 32803 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.50% |
| KENDRA MCNEIL3 | 4045 LAKESIDE RESERVE CT ORLANDO, FL 32810 | CONTINENTAL AMERICAN INSURANCE COMPANY | $112 | — | $112 | 0.04% |
| JOHN F DUSSLING3 | 2009 TULLAGEE AVE MELBOURNE, FL 329406041 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.03% |
| ROMAN CARRASCO3 | 11035 CONNEMARA COVE SAN ANTONIO, TX 782545991 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.02% |
| ELIZABETH BAKER3 Filed as: ELIZABETH LANIUS BAKER | 3045 NEW BERN COVE OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $46 | — | $46 | 0.02% |
| LAWRENCE GANSER3 | 1056 DISHMAN LOOP OVIEDO, FL 32765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| DONNA H COREY3 | 988 JONES WYND WAKE FOREST, NC 27587 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| BRENT FORD3 Filed as: BRENT ALAN FORD | 20345 REGENCY RUN GARDEN RIDGE, TX 782662358 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| RACHEL THERIOT CURRY3 | 109 WINGED FOOT DR BROUSSARD, LA 705186131 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| JILL R LAMBERT3 Filed as: JILL W DENTON | 2 GLENMORE DRIVE DURHAM, NC 27707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| VIRMELIA RODRIGUEZ3 Filed as: VIRMELIA R RODRIQUEZ | 10090 BENNINGTON CHASE DR ORLANDO, FL 32829 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BISHOP INSURANCE, LLC3 | 113 HOMESTEAD DRIVE BOILING SPRINGS, SC 29613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JUANDA L MAGWOOD WARE3 Filed as: JUANDA L MAGWOOD-WARE | 333 MCCOOK CIRCLE KENNESAW, GA 30144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KEITH WILLIAM BELLE3 | 105 GENNA LN YOUNGSVILLE, LA 705926269 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LKI LLC3 | 5037 BROOKSIDE CT ALPHARETTA, GA 30004 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P.O. BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $20K | — | $20K | 9.81% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | SAFEGUARD HEALTH PLANS INC. A FLORIDA CORPORATION | $18K | $3K | $21K | 12.47% |
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 | 2,486 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 4,228 | $2.3M |
| Vision | VISION SERVICE PLAN | 1,906 | $206K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 4,228 | $2.1M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 4,228 | $2.1M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 4,228 | $2.1M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 4,228 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,228 | — |
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.