| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE FEDELI GROUP3 | 5005 ROCKSIDE RD 5TH FLOOR INDEPENDENCE, OH 44131 | UNITED HEALTHCARE SERVICES, INC. | $13K | — | $13K | 0.85% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE STREET 434 LONGWOOD, FL 32750 | PRINCIPAL LIFE INSURANCE COMPANY | $6K | — | $6K | 8.58% |
| CHRISTOPHER HIGGINS3 | 2030 UMBRELLA TREE DR EDGWATER, FL 32141 | AFLAC | $3K | $12 | $3K | 9.10% |
| JEFFREY B HAWKINS3 Filed as: JEFFREY HAWKINS | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $721 | $3 | $724 | 1.96% |
| KRISTI KIM GOODELL3 Filed as: KRISTI GOODEL | 10017 E MOUNTAIN VIEW RD, UNIT 1074 SCOTTSDALE, AZ 85258 | AFLAC | $377 | $67 | $444 | 1.20% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE ROAD 434 LONGWOOD, FL 32750 | AFLAC | $354 | — | $354 | 0.96% |
| RONALDO INFANTINO3 | 2680 TRILLIUM RDG, 3210 THE VILLAGES, FL 32163 | AFLAC | $208 | — | $208 | 0.56% |
| MARTA M SASTRE3 Filed as: MARTA SASTRE | 1214 COLUMBUS BLVD COARAL GABLES, FL 33134 | AFLAC | $174 | — | $174 | 0.47% |
| JAMIE LYNN HAWKINS3 Filed as: JAMIE HAWKINS | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $170 | — | $170 | 0.46% |
| INSURANCE OFFICE OF AMERICA3 | 100 GALLERIA PKWY SE ATLANTA, GA 30339 | AFLAC | $113 | — | $113 | 0.31% |
| RYAN KADAVY3 | 8542 FOOTHILL DR PEORIA, AZ 85383 | AFLAC | $101 | — | $101 | 0.27% |
| LINDA M WALLACE-PESCHKA3 Filed as: LINDA PESCHKA | 16748 SMOKYHILL RD UNIT 9C CENTENNIAL, CO 80015 | AFLAC | $86 | — | $86 | 0.23% |
| A & A INSURANCE SERVICES INC3 | 3771 NW 87TH WAY CORAL SPRINGS, FL 33065 | AFLAC | $78 | — | $78 | 0.21% |
| JENNIE HAWKINS3 | 4215 S RIDGEWOOD AVE, 104 PORT ORANGE, FL 32127 | AFLAC | $73 | — | $73 | 0.20% |
| ASHLEY CROOK3 | 3187 ESSEX PLACE DR MONILE, AL 36695 | AFLAC | $57 | — | $57 | 0.15% |
| C HUDSON AND ASSOCIATES3 Filed as: C HUDSON & ASSOCIATES | 2843 TWIN PINE RD THOMSON, GA 30824 | AFLAC | $47 | — | $47 | 0.13% |
| JOHN PAUL THOMPSON II3 Filed as: JOHN THOMPSON II | 1543 TEDDINGTON ST DELAND, FL 32720 | AFLAC | $47 | — | $47 | 0.13% |
| BRIAN A INFANTINO3 Filed as: BRIAN INFANTINO | 38070 DAUGHTERY RD ZEPHYRHILLS, FL 33540 | AFLAC | $27 | — | $27 | 0.07% |
| MKF & ASSOCIATES INC3 | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $24 | — | $24 | 0.06% |
| AMY SUSANNE STEED3 Filed as: AMY STRONG | 1004 JORDAN LN TEXARKANA, TX 75503 | AFLAC | $24 | — | $24 | 0.06% |
| J W GRIMES INC3 Filed as: JW GRIMES INC | 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% |
| SCOTT D HAWKINS INC3 Filed as: SCOTT HAWKINS BENEFITS INC | 3216 MEDICI BLVD NEW SMYRNA, FL 32168 | AFLAC | $14 | — | $14 | 0.04% |
| MARCO A ERAZO3 Filed as: MARCO ERAZO | 4160 SW 152ND AVE MIRAMAR, FL 33027 | AFLAC | $13 | — | $13 | 0.04% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBOROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $13 | — | $13 | 0.04% |
| ALFRED RIETKERK3 | 438 PISGAH PIKE PULASKI, TN 38478 | AFLAC | $9 | — | $9 | 0.02% |
| JENNIE HAWKINS3 | 4215 S RIDGEWOOD AVE, 104 PORT ORANGE, FL 32127 | AFLAC | $8 | — | $8 | 0.02% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $7 | — | $7 | 0.02% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA REILLY | 269 E LONG CREEL CV LONGWOOD, FL 32750 | AFLAC | $6 | — | $6 | 0.02% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR | 1656 GRAND ISLE BLVD MELBOURNE, FL 32940 | AFLAC | $6 | — | $6 | 0.02% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY, 208 CHARLOTTE, NC 28269 | AFLAC | $4 | — | $4 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JAMES BROWN | 2522 OWENS LANDING TRAIL NW KENNESAW, GA 30152 | AFLAC | $4 | — | $4 | 0.01% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $3 | — | $3 | 0.01% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $2 | — | $2 | 0.01% |
| MARK C LEE3 Filed as: MARK LEE | 11500 COUNTY LINE RD MIDLAND, GA 31820 | AFLAC | $2 | — | $2 | 0.01% |
| THOMAS R BAILEY3 Filed as: THOMAS BAILEY | 142 MAPLE CT NW CHARLESTON, TN 37310 | AFLAC | $2 | — | $2 | 0.01% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE STREET 434 LONGWOOD, FL 32750 | MUTUAL OF OMAHA | $3K | $1K | $5K | 14.03% |
| 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 | 9.90% |
| INSURANCE OFFICE OF AMERICA3 | 1855 W STATE STREET 434 LONGWOOD, FL 32750 | MUTUAL OF OMAHA | $689 | $208 | $897 | 19.53% |
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 | 104 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE SERVICES, INC. | 102 | $1.6M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 203 | $68K |
| Vision | SUPERIOR VISION | 178 | $13K |
| Life insurance(2 contracts) | MUTUAL OF OMAHA | 128 | $33K |
| Long-term disability | MUTUAL OF OMAHA | 62 | $33K |
| Other | AFLAC | 34 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 203 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.