| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CAPTIVE INS SERVICES INC3 Filed as: CAPTIVE INSURANCE 800 | CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | BLUE CROSS OF CALIFORNIA | $257K | — | $257K | 3.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 3390 UNIVERSITY AVE RIVERSIDE, CA 92501 | BLUE CROSS OF CALIFORNIA | $136K | $17K | $153K | 2.35% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP INC. | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | HEALTH OPTIONS, INC. | $68K | — | $68K | 2.65% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP INC. | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | BLUE CROSS BLUE SHIELD OF FLORIDA | $69K | — | $69K | 2.78% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $266K | — | $266K | 12.46% |
| KYLE KELLY3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $73 | — | $73 | 0.00% |
| CAPTIVE INSURANCE SERVICES3 Filed as: CAPTIVE INSURANCE SERVICES INC | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | KAISER FOUNDATION HEALTH PLAN INC | $60K | — | $60K | 4.38% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL OF CA INSURANCE SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN INC | $32K | $2K | $35K | 2.51% |
| CAPTIVE INS SERVICES INC3 Filed as: CAPTIVE INS SVCS DBA ALPHASTAF | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $12K | — | $12K | 1.00% |
| THE SOUTHERN REGION LLC3 | 7313 MERCHANT COURT SARASOTA, FL 34240 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $9K | — | $9K | 0.75% |
| DSM FINANCIAL LLC3 | 950 PENINSULA CORP CIRCLE SUITE 1005 BOCA RATON, FL 33487 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $651 | — | $651 | 0.06% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $104K | — | $104K | 12.44% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $87K | — | $87K | 12.10% |
| KYLE KELLY3 | 13902 NORTH DALE MABRY TAMPA, FL 33618 | EMPIRE HEALTHCHOICE ASSURANCE, INC. | $35K | — | $35K | 6.17% |
| CAPTIVE INSURANCE SERVICES3 Filed as: CAPTIVE INSURANCE SERVICES INC | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | KAISER FOUNDATION HEALTH PLAN INC | $30K | — | $30K | 6.37% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL OF CA INSURANCE SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN INC | $16K | $1K | $18K | 3.72% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $16K | — | $16K | 9.86% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | — | $15K | 13.10% |
| CAPTIVE INSURANCE SERVICES3 Filed as: CAPTIVE INSURANCE SERVICES INC | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | — | $14K | 17.75% |
| KELLEY J RHEAULT3 Filed as: KELLEY J. RHEAULT | APARTMENT 503 3307 PORT ROYALE DRIVE SOUTH FT LAUDERDALE, FL 33308 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $7K | — | $7K | 18.74% |
| TOTAL BUSINESS BROKERAGE GROUP3 Filed as: TOTAL BUSINESS BROKERAGE & CONS. GR | 11017 GOLDEN EAGLE COURT PLANTATION, FL 33324 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $4K | — | $4K | 10.71% |
| THOMPSON SUCCESS PARTNERS, INC.3 Filed as: THOMPSON SUCCESS PARTNERS INC. | 2776 GEARY STREET MATLACHA, FL 33993 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $387 | — | $387 | 1.03% |
| CAPTIVE INSURANCE SERVICES3 | SUITE 600, 800 CORPORATE DRIVE FT LAUDERDALE, FL 33334 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $202 | — | $202 | 0.54% |
| BARRY OLFERN AND ASSOC. INC3 Filed as: BARRY OLFERN AND ASSOC INC | 954 TYLER STREET HOLLYWOOD, FL 33019 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $144 | — | $144 | 0.38% |
| AKA SOLUTIONS INC3 | UNIT 213, 1499 SOUTH FEDERAL HIGHWAY BOYNTON BEACH, FL 33435 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $134 | — | $134 | 0.36% |
| ERIC D. KESSLER3 | APARTMENT 304 3020 ALCAZAR PLACE PALM BEACH GARDENS, FL 33410 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $41 | — | $41 | 0.11% |
| EDWARD G. BURFORD3 | 5719 CLUB HILL CIRCLE DALLAS, TX 75248 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $40 | — | $40 | 0.11% |
| MARY THERESA FISHER3 | 29C OWENS LANDING COURT PERRYVILLE, MD 21903 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $37 | — | $37 | 0.10% |
| WILLIE J. WASHINGTON3 | 2064 REFLECTION CREEK DRIVE CONYERS, GA 30013 | PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | $14 | — | $14 | 0.04% |
| CAPTIVE INS SERVICES INC3 Filed as: CAPTIVE INS SERVIVES INC | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 17.68% |
| CAPTIVE INSURANCE SERVICES3 Filed as: CAPTIVE INSURANCE SERVICES INC | 800 CORPORATE DRIVE FORT LAUDERDALE, FL 33334 | EYEMED VISION CARE | $4K | — | $4K | 11.32% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $5K | — | $5K | 15.43% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 19.51% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 22.48% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 19.78% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 21.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4695 MAC ARTHUR COURT SUITE 600 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $317 | — | $317 | 2.06% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $2K | — | $2K | 15.42% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS., A FLORIDA CORPORATION | $1K | — | $1K | 15.07% |
| CAPTIVE INS SERVICES INC3 | 5800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $627 | — | $627 | 10.12% |
| KYLE KELLY3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | -$208 | — | -$208 | -3.36% |
| CAPTIVE INS SERVICES INC3 Filed as: CAPTIVE INS SERVICEES INC | 800 CORPORATTE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $726 | — | $726 | 14.92% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $386 | — | $386 | 8.77% |
| KYLE KELLY3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | -$8K | — | -$8K | -192.61% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $614 | — | $614 | 14.34% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $185 | — | $185 | 13.49% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $123 | — | $123 | 14.95% |
| CAPTIVE INS SERVICES INC3 | 800 CORPORATE DRIVE SUITE 600 FORT LAUDERDALE, FL 33334 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $105 | — | $105 | 16.54% |
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 | 8,345 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,395 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 7 carriers) | BLUE CROSS OF CALIFORNIA | 673 | $14.1M |
| Dental(15 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,419 | $4.0M |
| Vision(6 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,419 | $4.4M |
| Life insurance(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,419 | $3.8M |
| Short-term disability(5 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,419 | $3.8M |
| Long-term disability(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,419 | $3.8M |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 323 | $5.1M |
| Other(8 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,419 | $5.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,419 | — |
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.