| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HARDEN & ASSOCIATES3 | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $113K | $113K | 3.09% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $0 | $5K | 5.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | GUARDIAN | $9K | $0 | $9K | 10.00% |
| VERA I CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $2K | $201 | $2K | 3.52% |
| HARDEN & ASSOCIATES Filed as: HARDEN AND ASSOCIATES INC | 501 RIVERSIDE AVE JACKSONVILLE, FL 32202 | AFLAC | $1K | $0 | $1K | 2.05% |
| JAMEY MILLER INC | 4811 BEACH BLVD SUITE 107 JACKSONVILLE, FL 32207 | AFLAC | $549 | $40 | $589 | 0.88% |
| GREGORY MICHAEL CRUICE Filed as: GREGORY CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $567 | $0 | $567 | 0.84% |
| THOMAS JAMES OLLER Filed as: THOMAS OLLER | 49 SWIMMING PEN DR MIDDLEBURG, FL 32068 | AFLAC | $560 | $0 | $560 | 0.83% |
| JIMMY D BOONE Filed as: JIMMY BOONE | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC | $428 | $0 | $428 | 0.64% |
| DAVID MARKS | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $332 | $0 | $332 | 0.49% |
| THE HORTON GROUP Filed as: R HORTON GRIFFIN JR | 116 N DAWSON ST THOMASVILLE, GA 31792 | AFLAC | $322 | $0 | $322 | 0.48% |
| DONNA DANIELLE SMITH Filed as: DONNA SMITH | 2285 MARSH HAWK LN APT 19202 FLEMING ISLAND, FL 32003 | AFLAC | $274 | $0 | $274 | 0.41% |
| SALLY L PITTMAN Filed as: SALLY PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $274 | $0 | $274 | 0.41% |
| SARAH RUTH HAMMITT Filed as: SARAH HAMMITT | 5715 LUELLA ST JACKSONVILLE, FL 32207 | AFLAC | $198 | $0 | $198 | 0.29% |
| DAVID K MOBLEY Filed as: DAVID MOBLEY | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $170 | $0 | $170 | 0.25% |
| DAVID C SWEIGARD Filed as: DAVID SWEIGARD | 2575E PELLICER RD ST AUGUSTINE, FL 32092 | AFLAC | $161 | $0 | $161 | 0.24% |
| TRACI R BATTEN Filed as: TRACI BATTEN | 5009 HIGH POINT RD SUITE 201 GREENSBORO, NC 27407 | AFLAC | $98 | $40 | $138 | 0.21% |
| ASHLEY CROOK | 111 DAUPHIN ST MOBILE, AL 36602 | AFLAC | $136 | $0 | $136 | 0.20% |
| TROY DANIEL DESLATTE Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $116 | $0 | $116 | 0.17% |
| DAVID ABOULAFIA | 1 SPENCER ST ST AUGUSTINE, FL 32084 | AFLAC | $113 | $0 | $113 | 0.17% |
| BETH LUANNE KIMBROUGH Filed as: BETH KIMBROUGH | 6750 N ANDREWS AVE SUITE 200 FT LAUDERDALE, FL 33309 | AFLAC | $103 | $0 | $103 | 0.15% |
| RLT FINANCIAL ASSOC INC | 17036 FOX TRAIL LANE LOXAHATCHEE, FL 33470 | AFLAC | $94 | $0 | $94 | 0.14% |
| J W GRIMES INC | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $89 | $0 | $89 | 0.13% |
| MARK HANNAH | 3025 TOWNSEND BLVD JACKSONVILLE, FL 32277 | AFLAC | $86 | $0 | $86 | 0.13% |
| ROBERT VICTOR WOERNER II Filed as: ROBERT WOERNER II | 2285 MARSH HAWK LN FLEMING ISLAND, FL 32003 | AFLAC | $82 | $0 | $82 | 0.12% |
| THOMPSON AND THOMPSON FINANCIAL INC | 17036 FOX TRAIL LN LOXAHATCHEE, FL 33470 | AFLAC | $74 | $0 | $74 | 0.11% |
| TRAVIS P LEBLANC Filed as: TRAVIS LEBLANC | 230 DIANE LN STONEWALL, LA 71078 | AFLAC | $65 | $0 | $65 | 0.10% |
| PETER HAGER | 4660 NOTTINGHAM RD JACKSONVILLE, FL 32210 | AFLAC | $59 | $0 | $59 | 0.09% |
| CHRISTOPHER BELL | 8201 HAMPTON LAKE LANE JACKSONVILLE, FL 32256 | AFLAC | $59 | $0 | $59 | 0.09% |
| MARK A LINSNER Filed as: MARK LINSNER | 153 BLANDING BLVD SUITE 3 ORANGE PARK, FL 32073 | AFLAC | $55 | $0 | $55 | 0.08% |
| DENNIS PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $51 | $0 | $51 | 0.08% |
| FREDERICK I BRAREN JR Filed as: FREDERICK BRAREN JR | 1840 SAN MARCO BLVD APT2 JACKSONVILLE, FL 32207 | AFLAC | $46 | $0 | $46 | 0.07% |
| JIMMY LEON JOHNSON Filed as: JIMMY JOHNSON | 28 MAGNOLIA AVE ST AUGUSTINE, FL 32084 | AFLAC | $46 | $0 | $46 | 0.07% |
| MICHAEL J YOUNG Filed as: MICHAEL YOUNG | ORANGE PICKER RD JACKSONVILLE, FL 32223 | AFLAC | $43 | $0 | $43 | 0.06% |
| SHAWN STEPHENS | 1323 GRAHAM TRACE LN LEAGUE CITY, TX 77573 | AFLAC | $38 | $0 | $38 | 0.06% |
| KRIS THORESEN | 441 MONET AVE PONTE VEDRA, FL 32061 | AFLAC | $38 | $0 | $38 | 0.06% |
| KEGAN NICOLE GONZALEZ Filed as: KEGAN GONZALEZ | 49 SWIMMING PEN DR MIDDLEBURG, FL 32068 | AFLAC | $34 | $0 | $34 | 0.05% |
| TRICIA MONTRONE | 8884 CHRISTIE DR LARGO, FL 33771 | AFLAC | $31 | $0 | $31 | 0.05% |
| AARON R MOBLEY Filed as: AARON MOBLEY | 10175 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $29 | $0 | $29 | 0.04% |
| JAMES R MIRABELLI Filed as: JAMES MIRABELLI | 99 SW MIZNER BLVD APT 843 BOCA RATON, FL 33432 | AFLAC | $26 | $0 | $26 | 0.04% |
| NANCY DERVAES | 86130 SINATRA ST YULEE, FL 32097 | AFLAC | $23 | $0 | $23 | 0.03% |
| VICKI M DICKERT Filed as: VICKI DICKERT | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $17 | $0 | $17 | 0.03% |
| JEREMY L MILLER Filed as: JEREMY MILLER | 3065 REVELS RD GREEN COVE SPRINGS, FL 32043 | AFLAC | $17 | $0 | $17 | 0.03% |
| DEININGER BENEFITS ADVISORS INC | PO BOX 372696 SATELLITE BEACH, FL 32937 | AFLAC | $15 | $0 | $15 | 0.02% |
| J C ADAMS INC | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $13 | $0 | $13 | 0.02% |
| MICHELLE HASKELL | PO BOX 440307 JACKSONVILLE, FL 32222 | AFLAC | $11 | $0 | $11 | 0.02% |
| CECIL SALMON | 95 EDWARD DR PALM COAST, FL 32164 | AFLAC | $11 | $0 | $11 | 0.02% |
| LAURA S TWEED Filed as: LAURA TWEED | 209 FLAME AVE MAITLAND, FL 32751 | AFLAC | $11 | $0 | $11 | 0.02% |
| HERRICK INSURANCE GROUP INC | 1445 MONTE LAKE DR VALRICO, FL 33596 | AFLAC | $9 | $0 | $9 | 0.01% |
| CLARISSA LYNNE HERRICK Filed as: CLARISSA HERRICK | 3449 EAGLE RIDGE CT VALRICO, FL 33596 | AFLAC | $9 | $0 | $9 | 0.01% |
| MARK C LEE Filed as: MARK LEE | 1444 SOUTH 17TH ST WILLMINGTON, NC 28401 | AFLAC | $8 | $0 | $8 | 0.01% |
| JEFFREY M SINTAY Filed as: JEFFREY SINTAY | 1972 ALCOVA RIDGE DR LAS VEGAS, NV 89135 | AFLAC | $7 | $0 | $7 | 0.01% |
| LYNN M SPEARS Filed as: LYNN SPEARS | 928 COLLINSWOOD DR JACKSONVILLE, FL 32225 | AFLAC | $7 | $0 | $7 | 0.01% |
| AARON ANTHONY | 1700 FOUNTAIN CT APT 1303 COLUMBUS, GA 31904 | AFLAC | $6 | $0 | $6 | 0.01% |
| JAMES W BENCIN Filed as: JAMES BENCIN | 11 SHELDRAKE LN WEST PALM BEACH, FL 33418 | AFLAC | $6 | $0 | $6 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: JAMES BROWN | 2522 OWENS LANDING TRL NW KENNESAY, GA 30152 | AFLAC | $6 | $0 | $6 | 0.01% |
| DIANA LYNN BOONE | 3998 CONFEDERATE POINT RD SUITE 103 JACKSONVILLE, FL 32210 | AFLAC | $4 | $0 | $4 | 0.01% |
| SUSAN KNIGHT INS SERV INC | 2703 OCEAN DR S 2ND FL JACKSONVILLE BEACH, FL 32250 | AFLAC | $4 | $0 | $4 | 0.01% |
| ROBERT L TRAPNELL JR Filed as: ROBERT TRAPNELL JR | 19 N INDIAN RIVER DR APT 701 COCOA, FL 32922 | AFLAC | $4 | $0 | $4 | 0.01% |
| JAVIER ORTIZ | 165 NE 96TH ST MIAMI SHORES, FL 33138 | AFLAC | $4 | $0 | $4 | 0.01% |
| JOHN ALEXANDER | 1527 S ATLANTIC AVE APT 401 COCOA BEACH, FL 32931 | AFLAC | $3 | $0 | $3 | 0.00% |
| CECIL W POWELL & COMPANY Filed as: CECIL W POWELL & CO | 219 N NEWNAN ST FL 1 JACKSONVILLE, FL 32202 | AFLAC | $3 | $0 | $3 | 0.00% |
| LAURA ANNE CALARCO Filed as: LAURA DAVIDSON | 206 WILLOWICK DR NAPLES, FL 34110 | AFLAC | $3 | $0 | $3 | 0.00% |
| DAVID S MORRIS Filed as: DAVID MORRIS | 950 PENINSULA CORPORATE CIR SUITE 1005 BOCA RATON, FL 33487 | AFLAC | $2 | $0 | $2 | 0.00% |
| OMER S BASS IV Filed as: OMER R BASS IV | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $2 | $0 | $2 | 0.00% |
| MKF & ASSOCIATES INC Filed as: MKF & ASSSOCIATES INC | 4505 PINE TREE CIR SUITE 201 BIRMINGHAM, AL 35243 | AFLAC | $2 | $0 | $2 | 0.00% |
| STEVEN EDGECOMB | 1121 ARDEN TRACE CT FUQUAY VARINA, NC 27526 | AFLAC | $1 | $0 | $1 | 0.00% |
| ROGERS BENEFIT GROUP INC Filed as: DEBORAH ROGERS INC | 11124 FOSTER CARRIAGE RD LITHIA, FL 33547 | AFLAC | $1 | $0 | $1 | 0.00% |
| ROBERT P FERRONE Filed as: ROBERT FERRONE | 1701 WILLIAMS CT APT 202 COLUMBUS, GA 31904 | AFLAC | $1 | $0 | $1 | 0.00% |
| BARTLEIN AND ASSOC INC | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC | $1 | $0 | $1 | 0.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $0 | $8K | 12.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $0 | $6K | 9.68% |
| HARDEN & ASSOCIATES Filed as: HARDEN AND ASSOCIATES IND | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | HUMANA | $2K | $0 | $2K | 8.35% |
| THOMAS JAMES OLLER | 49 SWIMMING PEN DR MIDDLEBURG, FL 32068 | AFLAC | $180 | $0 | $180 | 1.96% |
| JIMMY D BOONE | 5346 DOMINICA DR SARASOTA, FL 34233 | AFLAC | $117 | $0 | $117 | 1.27% |
| VERA I CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $116 | $0 | $116 | 1.26% |
| HARDEN & ASSOCIATES Filed as: HARDEN AND ASSOCIATES | 501 RIVERSIDE AVE JACKSONVILLE, FL 32202 | AFLAC | $59 | $0 | $59 | 0.64% |
| WILLIAM J CODY | 2617 TRAMORE PL ORANGE PARK, FL 32065 | AFLAC | $51 | $0 | $51 | 0.55% |
| FREDERICK I BRAREN JR | 1840 SAN MARCO BLVD APT 2 JACKSONVILLE, FL 32207 | AFLAC | $51 | $0 | $51 | 0.55% |
| MARK HANNAH | 3025 TOWNSEND BLVD JACKSONVILLE, FL 32277 | AFLAC | $41 | $0 | $41 | 0.45% |
| DAVID K MOBLEY | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $39 | $0 | $39 | 0.42% |
| GREGORY MICHAEL CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $38 | $0 | $38 | 0.41% |
| DONNA DANIELLE SMITH | 2285 MARSH HAWK LN APT 19202 FLEMING ISLAND, FL 32003 | AFLAC | $37 | $0 | $37 | 0.40% |
| JAMEY MILLER INC | 4811 BEACH BLVD SUITE 107 JACKSONVILLE, FL 32207 | AFLAC | $34 | $0 | $34 | 0.37% |
| CHRIS GUZEWICH | 1007 DRAKE FEATHER DR ORANGE PARK, FL 32065 | AFLAC | $28 | $0 | $28 | 0.30% |
| J C ADAMS INC | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $25 | $0 | $25 | 0.27% |
| J W GRIMES INC | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $23 | $0 | $23 | 0.25% |
| THE HORTON GROUP Filed as: R HORTON GRIFFIN JR | 116 N DAWSON ST THOMASVILLE, GA 31792 | AFLAC | $20 | $0 | $20 | 0.22% |
| MICHAEL J YOUNG | 2600 ORANGE PICKER RD JACKSONVILLE, FL 32223 | AFLAC | $19 | $0 | $19 | 0.21% |
| JEREMY L MILLER | 3065 REVEL RD GREEN COVE SPRINGS, FL 32043 | AFLAC | $17 | $0 | $17 | 0.18% |
| MICHAEL RAYMOND HIGGINS Filed as: MICHAEL RAYMOND-HIGGINS | 1003 DRAKE FEATHER DR ORANGE PARK, FL 32065 | AFLAC | $15 | $0 | $15 | 0.16% |
| SALLY L PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $13 | $0 | $13 | 0.14% |
| ROBERT VICTOR WOERNER II | 2285 MARSH HAWK LN APT 1304 FLEMING ISLAND, FL 32203 | AFLAC | $11 | $0 | $11 | 0.12% |
| ROBERT VICTOR WOERNER II | 1548 WATERBRIDGE CT FLEMING ISLAND, FL 32203 | AFLAC | $10 | $0 | $10 | 0.11% |
| TROY DANIEL DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $8 | $0 | $8 | 0.09% |
| DAVID C SWEIGARD | 2575E PELLICER RD ST AUGUSTINE, FL 32092 | AFLAC | $8 | $0 | $8 | 0.09% |
| DAVID ABOULAFIA | 235 ALERTO ST ST AUGUSTINE, FL 32080 | AFLAC | $6 | $0 | $6 | 0.07% |
| SARAH RUTH HAMMITT | 5715 LUELLA ST JACKSONVILLE, FL 32207 | AFLAC | $6 | $0 | $6 | 0.07% |
| DAVID MARKS | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $6 | $0 | $6 | 0.07% |
| TRACI R BATTEN | 5009 HIGH POINT RD SUITE 201 GREENSBORO, NC 27407 | AFLAC | $5 | $0 | $5 | 0.05% |
| ASHLEY CROOK Filed as: ASHLEY L CROOK | 111 DAUPHIN ST MOBILE, AL 36602 | AFLAC | $3 | $0 | $3 | 0.03% |
| VICKI M DICKERT | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $3 | $0 | $3 | 0.03% |
| JIMMY LEON JOHNSON | 28 MAGNOLIA AVE ST AUGUSTINE, FL 32084 | AFLAC | $3 | $0 | $3 | 0.03% |
| ROBERT P FERRONE | 1701 WILLIAMS CT APT 202 COLUMBUS, GA 31904 | AFLAC | $3 | $0 | $3 | 0.03% |
| JOHN A FARBER | 2914 BENT BOW LN MIDDLEBURG, FL 32068 | AFLAC | $3 | $0 | $3 | 0.03% |
| BETH LUANNE KIMBROUGH | 6750 N ANDREWS AVE SUITE 200 FORT LAUDERDALE, FL 33309 | AFLAC | $3 | $0 | $3 | 0.03% |
| JAMES (JAY) GRIMES Filed as: JAMES R HARRIS | 6329 RIVERMONT CT COLUMBUS, GA 31904 | AFLAC | $1 | $0 | $1 | 0.01% |
| MARK C LEE | 1444 SOUTH 17TH ST WILMINGTON, NC 28401 | AFLAC | $1 | $0 | $1 | 0.01% |
| JAMES R MIRABELLI | 99 SW MIZNER BLVD APT 843 BOCA RATON, FL 33432 | AFLAC | $1 | $0 | $1 | 0.01% |
| CECIL T SALMON | 95 EDWARD DR PALM COAST, FL 32164 | AFLAC | $1 | $0 | $1 | 0.01% |
| AARON ANTHONY | 1700 FOUNTAIN CT APT 1303 COLUMBUS, GA 31904 | AFLAC | $1 | $0 | $1 | 0.01% |
| OMER S BASS IV | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $1 | $0 | $1 | 0.01% |
| HARDEN & ASSOCIATES Filed as: HARDEN AND ASSOCIATES INC. | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | BENEFIT ADVANTAGE | $0 | $0 | $0 | 0.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $299 | $0 | $299 | 10.01% |
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 | 422 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 422 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 475 | $3.7M |
| Dental | GUARDIAN | 249 | $87K |
| Vision | HUMANA | 194 | $30K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $64K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $3K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $67K |
| Other(4 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 96 | $172K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 475 | — |
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.