| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE FEDELI GROUP3 | 5005 ROCKSIDE RD 5TH FLOOR INDEPENDENCE, OH 44131 | UNITED HEALTHCARE SERVICES, INC. | $15K | — | $15K | 2.14% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD, 434 LONGWOOD, FL 32750 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | $1K | $6K | 12.72% |
| CHRISTOPHER HIGGINS3 | 2030 UMBRELLA TREE DRIVE EDGEWATER, FL 32141 | AFLAC | $2K | $37 | $2K | 5.39% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD, 434 LONGWOOD, FL 32750 | AFLAC | $749 | — | $749 | 2.21% |
| JEFFREY B HAWKINS3 Filed as: JEFFREY HAWKINS | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $345 | — | $345 | 1.02% |
| KRISTI KIM GOODELL3 Filed as: KRISTI GOODELL | 10017 E MOUNTAINVIEW RD SCOTTSDALE, AZ 85258 | AFLAC | $262 | — | $262 | 0.77% |
| JAMIE LYNN HAWKINS3 Filed as: JAMIE HAWKINS | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $240 | — | $240 | 0.71% |
| RONALD INFANTINO3 | 2680 TRILLIUM RDG THE VILLAGES, FL 32163 | AFLAC | $218 | — | $218 | 0.64% |
| MARTA M SASTRE3 Filed as: MARTA SASTRE | 1214 COLUMBUS BLVD CORAL GABLES, FL 33134 | AFLAC | $175 | — | $175 | 0.52% |
| JEFFREY B HAWKINS3 Filed as: JEFFREY HAWKINS | 244 S WOODLAND BLVD DELAND, FL 32720 | AFLAC | $111 | — | $111 | 0.33% |
| INSURANCE OFFICE OF AMERICA3 | 100 GALLERIA PKWY SE SUITE 250 ATLANTA, GA 30339 | AFLAC | $98 | — | $98 | 0.29% |
| RYAN KADAVY3 | 8542 W FOOTHILL DR PEORIA, AZ 85383 | AFLAC | $95 | — | $95 | 0.28% |
| LYNDA PESCHKA3 | 16748 E SMOKY HILL RD, UNIT 9C CENTENNIAL, CO 80015 | AFLAC | $89 | — | $89 | 0.26% |
| A & A INS SERV INC3 | 3771 NW 87TH WAY CORAL SPRINGS, FL 33065 | AFLAC | $78 | — | $78 | 0.23% |
| JENNIE HAWKINS3 | 4215 S RIDGEWOOD AVE PORT ORANGE, FL 32127 | AFLAC | $73 | — | $73 | 0.22% |
| ASHLEY CROOK3 | 3187 ESSEX PL MOBILE, AL 36695 | AFLAC | $57 | — | $57 | 0.17% |
| JOHN THOMPSON3 | 1543 TEDDINGTON ST DELAND, FL 32720 | AFLAC | $47 | — | $47 | 0.14% |
| KRISTI KIM GOODELL3 Filed as: KRISTI GOODELL | 10017 MOUNTAINVIEW RD UNIT 1074 SCOTTSDALE, AZ 85258 | AFLAC | $31 | — | $31 | 0.09% |
| C HUDSON AND ASSOCIATES3 Filed as: C HUDSON & ASSOCIATES | 2843 TWIN PINE RD THOMSON, GA 30824 | AFLAC | $30 | — | $30 | 0.09% |
| AMY SUSANNE STEED3 Filed as: AMY STRONG | 1004 JORDAN LN TEXARKANA, TX 75503 | AFLAC | $28 | — | $28 | 0.08% |
| BRIAN A INFANTINO3 Filed as: BRIAN INFANTINO | 38070 DAUGHTERY RD ZEPHYRHILLS, FL 33540 | AFLAC | $27 | — | $27 | 0.08% |
| MKF & ASSOCIATES INC3 Filed as: MKF & ASSOCIATES | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $27 | — | $27 | 0.08% |
| J W GRIMES INC3 Filed as: JW GRIMES | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $18 | — | $18 | 0.05% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $14 | — | $14 | 0.04% |
| JEANNETTE E FATHERREE3 Filed as: JEANNETTE DURRANI | 14835 N 1ST AVE PHOENIX, AZ 85023 | AFLAC | $13 | — | $13 | 0.04% |
| JENNIE HAWKINS3 | 4215 S RIDGEWOOD PORT ORANGE, FL 32127 | AFLAC | $8 | — | $8 | 0.02% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD, 434 LONGWOOD, FL 32750 | MUTUAL OF OMAHA | $3K | $1K | $4K | 13.85% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD, 434 LONGWOOD, FL 32750 | SUPERIOR VISION | $1K | — | $1K | 10.00% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD, 434 LONGWOOD, FL 32750 | MUTUAL OF OMAHA | $689 | $208 | $897 | 19.53% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD, 434 LONGWOOD, FL 32750 | MUTUAL OF OMAHA | $3K | $1K | $5K | — |
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 | 101 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE SERVICES, INC. | 102 | $687K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 182 | $50K |
| Vision | SUPERIOR VISION | 268 | $11K |
| Life insurance(2 contracts) | MUTUAL OF OMAHA | 128 | $5K |
| Long-term disability | MUTUAL OF OMAHA | 66 | $29K |
| Other(2 contracts, 2 carriers) | AFLAC | 62 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 268 | — |
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.