| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | SUN LIFE ASSURANCE COMPANY OF CANADA | $74K | — | $74K | 9.82% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE RD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62K | $6K | $67K | 10.23% |
| WORKSITE AMERICA LLC3 | 2622 WYMAN CIR KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $7K | $22K | 3.38% |
| SARAH WEYMOUTH3 | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $5K | $16K | 2.49% |
| OMAR ENRIQUE FIGUEROA3 | 3424 DOUGLAS CT. KISSIMMEE, FL 34746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $2K | $13K | 1.91% |
| CALVON Y BUCZKOWSKI3 | 204 COVERED BRIDGE DR OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $3K | $11K | 1.60% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $7K | 1.01% |
| LIZBETH RAMON3 | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $883 | $6K | 0.91% |
| LIZBETH RAMON3 Filed as: LIZBETH NUNEZ | 16128 APPENNINE DR BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $323 | $5K | 0.79% |
| MICHAEL G BOYCE3 | 518 TENNESSEE AVE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 0.71% |
| KENNETH A HOLDER3 | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $491 | $4K | 0.65% |
| COLLETTE G BOISVERT3 | 349 CENTRAL STREET MANCHESTER, NH 03103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $690 | $3K | 0.47% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIR STE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $446 | $2K | 0.28% |
| BARBARA C BRENLOVE3 | PO BOX 470701 KISSIMMEE, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.26% |
| DEBRA DAIGLE AMOEDO3 | 12750 GRECO DRIVE ORLANDO, FL 32824 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $16 | $2K | 0.23% |
| COLLEEN ODONNELL PRUITT3 | 4937 WANSLEY DR ORLANDO, FL 32812 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $691 | $25 | $716 | 0.11% |
| EDWARD THOMAS CARPENTER3 | 67 LAKE HENRY DR LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $266 | $213 | $479 | 0.07% |
| YESENIA A SANCHEZ3 | 1021 DELRIDGE AVE ORLANDO, FL 32804 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $454 | — | $454 | 0.07% |
| CARUSO INSURANCE BENEFITS INC3 | 10872 WILDERNESS CT ORLANDO, FL 32821 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $317 | — | $317 | 0.05% |
| FRANCHESKA FERNANDEZ DIAZ3 | 2030 ESTANCIA CIR KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $268 | $25 | $293 | 0.04% |
| GIOMARIS IRIZARRY-SANTIAGO3 | 14238 FREDRICKSBURG DR #320 ORLANDO, FL 32837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | — | $159 | 0.02% |
| DEBORAH TEAL HANCOCK3 | 436 COUNTRY PINE ROAD HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | — | $140 | 0.02% |
| ERLANDE MICHEL3 | 3141 LA FRANCE AVE SW PALM BAY, FL 32908 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $118 | $1 | $119 | 0.02% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $26 | $104 | 0.02% |
| JOSE A WILLIAMS3 | 2420 WINCHESTER BLVD KISSIMMEE, FL 34743 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | — | $95 | 0.01% |
| BIANCA NAVARRO3 | 4082 NORTH 10TH STREET HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.01% |
| FRANCISCO JAVIER RUIZ3 | 10102 COURTNEY OAKS CIRCLE TAMPA, FL 33619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.01% |
| SILVANA ANDREA BOTERO3 | 3737 NORTH PULASKI ROAD CHICAGO, IL 60641 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | — | $50 | 0.01% |
| WILLIAM RENNARD3 | 3001 ALOMA AVE STE 116 WINTER PARK, FL 32792 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $12 | $46 | 0.01% |
| NORWOOD BENEFIT SERVICES INC3 | 6478 LONG BREEZE RD ORLANDO, FL 32810 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $3 | $37 | 0.01% |
| TANYA AUSTIN VALENTE3 | 3267 HAWKS NEST DRIVE KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.01% |
| LOIDA MATOS3 | 4417 13TH STREET PMB 165 ST. CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.00% |
| ROBERT SHAVERS3 | 63 SPRING FOREST TRL SHARPSBURG, GA 30277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.00% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $2 | $10 | 0.00% |
| THE GRANT AGENCY INC3 | PO BOX 41544 JACKSONVILLE, FL 32203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| B & B INSURANCE SOLUTIONS INC3 Filed as: B&B INSURANCE SOLUTIONS INC | 14716 SW 112 TERRACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| BRITO BENEFITS SOLUTIONS INC3 | 14716 SOUTHWEST 112 TER MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| KAREN PICCININI3 | 6609 THE LANDINGS DR. ORLANDO, FL 32812 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| EDIANNETTE ROSADOFONSECA3 | 842 COUNTRY CROSSING CT KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.00% |
| WORKSITE AMERICA LLC3 | 14141 46TH ST N STE 1209 CLEARWATER, FL 33762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| DWIGHT OTTO JACKSON3 | 1980 NE 167TH ST NORTH MIAMI BEACH, FL 33162 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MACDOUGALL BENEFITS LLC3 | 1794 ARBOR DR. FERNANDINA BEACH, FL 32034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| KASSANDRA MARIE WILL3 | 2315 BARKWOOD PASS CLEARWATER, FL 33763 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SINGLE POINT ENROLLMENT SOLUTIONS3 Filed as: SINGLE POINT ENROLLMENT SOLUTIONS I | 14716 SW 112TH TER MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| STEALTH PARTNER GROUP LLC3 | 18700 N HAYDEN ROAD SUITE 405 SCOTTSDALE, AZ 85255 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $32K | — | $32K | 5.00% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE RD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $580 | $7K | 10.16% |
| OMAR ENRIQUE FIGUEROA3 | 3424 DOUGLAS CT. KISSIMMEE, FL 34746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $347 | $2K | 3.43% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $688 | $2K | 3.10% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $460 | $2K | 2.33% |
| CALVON Y BUCZKOWSKI3 | 204 COVERED BRIDGE DR OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $798 | $377 | $1K | 1.65% |
| LIZBETH RAMON3 | 16128 APPENNINE DR BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $622 | $106 | $728 | 1.02% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $553 | $113 | $666 | 0.94% |
| MICHAEL G BOYCE3 | 518 TENNESSEE AVE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $294 | $233 | $527 | 0.74% |
| COLLETTE G BOISVERT3 | 349 CENTRAL STREET MANCHESTER, NH 03103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | $52 | $256 | 0.36% |
| BARBARA C BRENLOVE3 | PO BOX 470701 KISSIMMEE, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | — | $183 | 0.26% |
| KENNETH A HOLDER3 | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | $11 | $152 | 0.21% |
| LIZBETH RAMON3 Filed as: LIZBETH NUNEZ | 16128 APPENNINE DR BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | $9 | $151 | 0.21% |
| DEBRA DAIGLE AMOEDO3 | 12750 GRECO DRIVE ORLANDO, FL 32824 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $137 | $1 | $138 | 0.19% |
| EDWARD THOMAS CARPENTER3 | 67 LAKE HENRY DR LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $22 | $49 | 0.07% |
| CARUSO INSURANCE BENEFITS INC3 | 10872 WILDERNESS CT ORLANDO, FL 32821 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.06% |
| ANGEL GABRIEL VELAZQUEZ-DIAZ3 | 2022 ESTANCIA CIR STE 6 KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.06% |
| UZIEL RIVERA3 | 1267 SILVER TORCH DRIVE BEAUMONT, CA 92223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $4 | $28 | 0.04% |
| GIOMARIS IRIZARRY-SANTIAGO3 | 14238 FREDRICKSBURG DR #320 ORLANDO, FL 32837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| DEBORAH TEAL HANCOCK3 | 436 COUNTRY PINE ROAD HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| BIANCA NAVARRO3 | 4082 NORTH 10TH STREET HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| THE MEEHAN AGENCY LLC3 | 1924 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.01% |
| LORI LAINE3 | 34676 CONADRIA AVE YUCAIPA, CA 92399 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.01% |
| FRANCHESKA FERNANDEZ DIAZ3 | 2030 ESTANCIA CIR KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| LOIDA MATOS3 | 4417 13TH STREET ST. CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROBERT SHAVERS3 | 63 SPRING FOREST TRL SHARPSBURG, GA 30277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| GINAKES & ASSOCIATES LLC3 | 1020 W INTERNATIONAL SPEEDWAY DAYTONA BEACH, FL 32114 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BRIAN R CHOWNING3 | 36241 S GRAYS AIRPORT RD FRUITLAND PARK, FL 34731 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $133 | — | $133 | 7.26% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMMEE, FL 34741 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 1.42% |
| CALVON Y BUCZKOWSKI3 | 204 COVERED BRIDGE DR OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 1.15% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.98% |
| DEBRA DAIGLE AMOEDO3 | 12750 GRECO DRIVE ORLANDO, FL 32824 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.87% |
| BARBARA C BRENLOVE3 | PO BOX 470701 KISSIMMEE, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.55% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DR KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.22% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | $10 | $110 | 11.69% |
| COLLEEN ODONNELL PRUITT3 | 4937 WANSLEY DR ORLANDO, FL 32812 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $1 | $41 | 4.36% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $13 | $37 | 3.93% |
| SARAH WEYMOUTH3 | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $9 | $29 | 3.08% |
| MICHAEL G BOYCE3 | 518 TENNESSEE AVE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $11 | $26 | 2.76% |
| CALVON Y BUCZKOWSKI3 | 204 COVERED BRIDGE DR OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $5 | $16 | 1.70% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $1 | $8 | 0.85% |
| COLLETTE G BOISVERT3 | 349 CENTRAL STREET MANCHESTER, NH 03103 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.43% |
| BARBARA C BRENLOVE3 | PO BOX 470701 KISSIMMEE, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.32% |
| BIANCA NAVARRO3 | 4082 NORTH 10TH STREET HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.11% |
| ROBERT SHAVERS3 | 63 SPRING FOREST TRL SHARPSBURG, GA 30277 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.11% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA INC | 1855 WEST STATE RD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 3.90% |
| CARUSO INSURANCE BENEFITS INC3 | 10872 WILDERNESS CT ORLANDO, FL 32821 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 2.60% |
| WORKSITE BENEFITS SOLUTION LLC3 | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 1.30% |
| SARAH WEYMOUTH3 | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.87% |
| CALVON Y BUCZKOWSKI3 | 204 COVERED BRIDGE DR OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.43% |
| BARBARA C BRENLOVE3 | PO BOX 470701 KISSIMMEE, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.43% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.43% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STEALTH BENEFIT SOLUTIONS EIN 27-0290866 CONTRACT ADMINISTRATOR | Insurance services; Contract Administrator Service code 13 | — | $796K |
| HEALTHSMART BENEFIT SOLUTIONS EIN 36-4099199 CONTRACT ADMINISTRATOR | Plan Administrator Service code 14 | — | $126K |
| INSURANCE OFFICE OF AMERICA INC EIN 59-2472656 INSURANCE BROKERAGE COMM | Insurance brokerage commissions and fees Service code 53 | — | $105K |
| CIGNA GREAT WEST EIN 59-1031071 PLAN ADMINISTRATOR | Other fees; Contract Administrator; Other insurance fees and expenses Service code 13 | — | $97K |
| HEALTHJOY EIN 82-2338165 CONTRACT ADMINISTRATOR | Other fees; Other insurance fees and expenses; Contract Administrator Service code 13 | — | $62K |
| EMPLOYERS HEALTH NETWORK LLC EIN 47-1678150 CONTRACT ADMINISTRATOR | Other fees; Contract Administrator; Other insurance fees and expenses Service code 13 | — | $48K |
| HEALTH SMART CARE MANAGEMENT EIN 75-2960859 CONTRACT ADMINISTRATOR | Other insurance fees and expenses; Other fees; Contract Administrator Service code 13 | — | $20K |
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 | 992 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 998 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 870 | $751K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 870 | $751K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 870 | $751K |
| Short-term disability(5 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 757 | $731K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 870 | $751K |
| Stop-loss / reinsurancereinsurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 796 | $642K |
| Other(6 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 870 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 870 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.