| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HARDEN & ASSOCIATES3 | 501 RIVERSIDE AVE STE 1000 JACKSONVILLE, FL 32202 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $114K | $114K | 3.09% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 201 RIVERSIDE AVENUE STE 1000 JACKSONVILLE, FL 32202 | GUARDIAN | $9K | $0 | $9K | 10.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVENUE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSUANCE COMPANY OF NORTH AMERICA | $4K | $0 | $4K | 5.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVENUE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $0 | $7K | 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 | 9.51% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC | 501 RIVERSIDE AVE STE 1000 JACKSONVILLE, FL 32202 | AFLAC | $1K | $0 | $1K | 2.03% |
| GREGORY MICHAEL CRUICE | 11445 DRAKEWOOD CT JACKSONVILLE, FL 32223 | AFLAC | $549 | $0 | $549 | 1.05% |
| VERA I CRUICE | 11445 DRAKEWOOD CT JACKSONVILLE, FL 32223 | AFLAC | $519 | $0 | $519 | 0.99% |
| GREGORY MICHAEL CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $461 | $4 | $465 | 0.89% |
| WANDA D CURINGTON | 5867 SW 86TH PL OCALA, FL 34476 | AFLAC | $463 | $0 | $463 | 0.89% |
| THOMAS JAMES OLLER | 2410 SOUTHERN LINKS DR FLEMING ISLAND, FL 32003 | AFLAC | $400 | — | $400 | 0.77% |
| JIMMY D BOONE | 5346 DOMINICA CR SARASOTA, FL 34233 | AFLAC | $384 | — | $384 | 0.73% |
| MARK A LINSNER | 153 BLANDING BLVD STE 3 ORANGE PARK, FL 32073 | AFLAC | $337 | $2 | $339 | 0.65% |
| VERA I CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $298 | $28 | $326 | 0.62% |
| THE HORTON GROUP Filed as: R HORTON GRIFFIN JR | 116 N DAWSON ST THOMASVILLE, GA 31792 | AFLAC | $297 | — | $297 | 0.57% |
| DONNA DANIELLE SMITH | 2285 MARSH HAWK LAN APT 19202 FLEMING ISLAND, FL 32003 | AFLAC | $217 | — | $217 | 0.42% |
| JAMEY MILLER INC | 10375 N CENTURION PARKWAY STE 100 JACKSONVILLE, FL 32256 | AFLAC | $169 | $4 | $173 | 0.33% |
| DAVID MARKS | 4021 WE HECK ST BLDG J BATON ROUGE, LA 70816 | AFLAC | $163 | — | $163 | 0.31% |
| DAVID K MOBLEY | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $156 | — | $156 | 0.30% |
| SARAH RUTH HAMMITT | 5715 LUELLA STREET JACKSONVILLE, FL 32207 | AFLAC | $102 | — | $102 | 0.20% |
| DAVID ABOULAFIA | 1 SPENCER ST SAINT AUGSTINE, FL 32084 | AFLAC | $87 | — | $87 | 0.17% |
| TROY DANIEL DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $86 | — | $86 | 0.16% |
| SALLY L PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $81 | — | $81 | 0.15% |
| J W GRIMES INC | 6165 WATERFORD ROAD COLUMBUS, GA 31904 | AFLAC | $81 | — | $81 | 0.15% |
| DAVID C SWEIGARD | 2575E PELLICER RD SAINT AUGUSTINE, FL 32092 | AFLAC | $75 | — | $75 | 0.14% |
| MARK HANNAH | 3025 TOWNSEND BLVD JACKSONVILLE, FL 32277 | AFLAC | $72 | — | $72 | 0.14% |
| SALLY L PITTMAN | 9372 COXWELL LN JACKSONVILLE, FL 32221 | AFLAC | $70 | — | $70 | 0.13% |
| ROBERT VICTOR WOERNER II | 2285 MARSH HAWK LN APT 1304 FLEMING ISLAND, FL 32003 | AFLAC | $67 | — | $67 | 0.13% |
| BETH LUANNE KIMBROUGH | 6750 N ADNDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $65 | — | $65 | 0.12% |
| KINITA L KING | 2839 PAIGNTON CT JACKSONVILLE, FL 32225 | AFLAC | $56 | — | $56 | 0.11% |
| DWIGHT EDWARD BRISBANE JR | 5056 JOHNSON CREEK DR JACKSONVILLE, FL 32218 | AFLAC | $56 | — | $56 | 0.11% |
| TRAVIS P LEBLANC | 230 DIANE LN STONEWALL, LA 71078 | AFLAC | $55 | — | $55 | 0.11% |
| DAVID MARKS | 4021 WE HECK CT STE J BATON ROUGE, LA 70816 | AFLAC | $55 | — | $55 | 0.11% |
| PETER HAGER | 4660 NOTTINGHAM ROAD JACKSONVILLE, FL 32210 | AFLAC | $50 | — | $50 | 0.10% |
| TRACI R BATTEN | 216 W MAITLAND BLVD MAITLAND, FL 32751 | AFLAC | $44 | $2 | $46 | 0.09% |
| ASHLEY CROOK Filed as: ASHLEY L CROOK | 111 DAUPHIN ST MOBILE, AL 36602 | AFLAC | $46 | — | $46 | 0.09% |
| CHRISTOPHER BELL | 8201 HAMPTON LAKE LN JACKSONVILLE, FL 32256 | AFLAC | $43 | — | $43 | 0.08% |
| JIMMY LEON JOHNSON | 1005 BELLA VISTA BLVD APT 119 ST AUGUSTINE, FL 32084 | AFLAC | $39 | — | $39 | 0.07% |
| THOMPSON AND THOMPSON FINANCIAL INC | 17036 FOX TRAIL LN LOXAHATCHEE, FL 33470 | AFLAC | $37 | — | $37 | 0.07% |
| SARAH RUTH HAMMITT | 5715 LUELLA ST JACKSONVILLE, FL 32207 | AFLAC | $37 | — | $37 | 0.07% |
| FREDERICK I BRAREN JR | 1840 SAN MARCO BLVD APT 2 JACKSONVILLE, FL 32207 | AFLAC | $36 | — | $36 | 0.07% |
| ASHLEY CROOK Filed as: ASHLEY L CROOK | 10167 SUMMERLAKE DR MOBILE, AL 36608 | AFLAC | $32 | — | $32 | 0.06% |
| KRIS MICHAEL THORESEN | 441 MONET AVE PONTE VDERA, FL 32081 | AFLAC | $32 | — | $32 | 0.06% |
| RLT FINANCIAL ASSOC INC Filed as: RLT FINANCIAL ASSOCIATES INC | 17036 FOX TRAIL LN LOXAHATCHEE, FL 33470 | AFLAC | $29 | — | $29 | 0.06% |
| MICHAEL J YOUNG | 2600 ORANGE PICKER RD JACKSONVILLE, FL 32223 | AFLAC | $27 | — | $27 | 0.05% |
| SHADEL & ASSOCIATES LLC | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $26 | — | $26 | 0.05% |
| KEGAN NICOLE GONZALEZ | 49 SWIMMING PEN DR MIDDLEBURG, FL 32068 | AFLAC | $26 | — | $26 | 0.05% |
| DENNIS PITTMAN | 9372 COXWELL LN JACKSONVILLE, FL 32221 | AFLAC | $23 | — | $23 | 0.04% |
| DENNIS PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $20 | — | $20 | 0.04% |
| JAMES R MIRABELLI | 801 BRINY AVE APT 1403 POMPANO BEACH, FL 33062 | AFLAC | $20 | — | $20 | 0.04% |
| SHAWN K STEPHENS | 1323 GRAHAM TRACE LANE LEAGUE CITY, TX 77573 | AFLAC | $19 | — | $19 | 0.04% |
| LYNN M SPEARS | 928 COLLINSWOOD DR JACKSONVILLE, FL 32225 | AFLAC | $15 | — | $15 | 0.03% |
| VICKI M DICKERT | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $14 | — | $14 | 0.03% |
| JEREMY L MILLER | 3065 REVELS ROAD GREEN COVE SPRINGS, FL 32043 | AFLAC | $14 | — | $14 | 0.03% |
| J C ADAMS INC | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $10 | — | $10 | 0.02% |
| NANCY DERVAES | 202 E EDEN STREET EDENTON, NC 27932 | AFLAC | $10 | — | $10 | 0.02% |
| CECIL T SALMON | 95 EDWARD DR PALM COAST, FL 32164 | AFLAC | $9 | — | $9 | 0.02% |
| MICHELE HASKELL | POBOX 440307 JACKSONVILLE, FL 32222 | AFLAC | $9 | — | $9 | 0.02% |
| MARK C LEE | 1444 S 17TH STREET WILMINGTON, NC 28401 | AFLAC | $8 | — | $8 | 0.02% |
| AARON ANTHONY | 1700 FOUNTAIN CT APT 1303 COLOMBU, GA 31904 | AFLAC | $6 | — | $6 | 0.01% |
| TRICIA MONTRONE | 8884 CHRISTIE DR LARGO, FL 33771 | AFLAC | $6 | — | $6 | 0.01% |
| DAVID C SWEIGARD | 2603 PELLICER RD SAINT AUGUSTINE, FL 32092 | AFLAC | $6 | — | $6 | 0.01% |
| AARON R MOBLEY | 12 SEATROUT ST PONTE VEDRA BEACH, FL 32082 | AFLAC | $6 | — | $6 | 0.01% |
| CECIL W POWELL & COMPANY Filed as: CECIL W POWELL & CO | 219 N NEWNAN ST FL 1 JACKSONVILLE, FL 32202 | AFLAC | $6 | — | $6 | 0.01% |
| JEFFREY M SINTAY | 1972 ALCOVA RIDGE DR LAS VEGAS, NV 89135 | AFLAC | $6 | — | $6 | 0.01% |
| DIANA LYNN BOONE | 3998 CONFEDERATE POINT RD STE 103 JACKSONVILLE, FL 32210 | AFLAC | $3 | — | $3 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: JAMES GRAYDON BROWN | 2522 OWENS LANDING TRAIL NW KENNESAW, GA 30152 | AFLAC | $3 | — | $3 | 0.01% |
| OMER S BASS IV Filed as: OMER SA BASS IV | 565 W GATEWAY CT MERRIT ISLAND, FL 32952 | AFLAC | $2 | — | $2 | 0.00% |
| JAVIER ORTIZ | 165 NE 96TH STREET MIAMI SHORES, FL 33138 | AFLAC | $2 | — | $2 | 0.00% |
| AARON R MOBLEY | 10175 604 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $1 | — | $1 | 0.00% |
| AARON R MOBLEY | 10175 604 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $1 | — | $1 | 0.00% |
| AARON R MOBLEY | 10175 604 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $1 | — | $1 | 0.00% |
| AARON R MOBLEY | 10175 604 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $1 | — | $1 | 0.00% |
| AARON R MOBLEY | 10175 604 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $1 | — | $1 | 0.00% |
| AARON R MOBLEY | 10175 604 FORTUNE PARKWAY SUITE 604 JACKSONVILLE, FL 32256 | AFLAC | $1 | — | $1 | 0.00% |
| HERRICK INSURANCE GROUP INC | 2791 HAPPY HOLLOW ROAD SEVIERVILLE, TN 37862 | AFLAC | $1 | — | $1 | 0.00% |
| CLARISSA LYNNE HERRICK | 2791 HAPPY HOLLOW RD SEVIERVILLE, TN 37862 | AFLAC | $1 | — | $1 | 0.00% |
| KIMBERLY DIAN CROCKETT | 1563 ASHLEY CREEK LN CORDOVA, TN 38016 | AFLAC | $1 | — | $1 | 0.00% |
| BARTLEIN AND ASSOCIATES INC | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC | $1 | — | $1 | 0.00% |
| TRICIA MONTRONE | 9847 SEMINOLE BLVD APT 13 SEMINOLE, FL 33772 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT P FERRONE | 1701 WILLIAMS CT APT 202 COLOMBUS, GA 31904 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT L TRAPNELL JR | 15 N INDIAN RIVER DR APT 705 COCOA, FL 32922 | AFLAC | $1 | — | $1 | 0.00% |
| JAMES W BENCIN | 11 SHELDRAKE LN WEST PALM BEACH, FL 33418 | AFLAC | $1 | — | $1 | 0.00% |
| DAVID S MORRIS | 950 PENNINSULA CORPORATE CIR STE 1005 BOCA RATON, FL 33487 | AFLAC | $1 | — | $1 | 0.00% |
| HERRICK INSURANCE GROUP INC | 1445 MONTE LAKE DR VELRICO, FL 33596 | AFLAC | $1 | — | $1 | 0.00% |
| CLARISSA LYNNE HERRICK | 3449 EAGLE RIDGE CT VALRICO, FL 33596 | AFLAC | $1 | — | $1 | 0.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN AND ASSOCIATES INC. | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILEE, FL 32202 | HUMANA INSURANCE COMPANY OF NE | $2K | $0 | $2K | 8.66% |
| GREGORYMICHAEL CRUICE | 11445 DRAKEWOOD CT JACKSONVILLE, FL 32223 | AFLAC | $188 | $0 | $188 | 2.63% |
| THOMAS JAMES OLLER | 2410 SOUTHERN LINKS DR FLEMING ISLAND, FL 32003 | AFLAC | $160 | $0 | $160 | 2.24% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC, | 501 RIVERSIDE AVE STE 1000 JACKSONVILLE, FL 32202 | AFLAC | $133 | $0 | $133 | 1.86% |
| GREGORY MICHAEL CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $108 | $0 | $108 | 1.51% |
| WANDA D CURINGTON | 5867 SW 86TH PL OCALA, FL 34476 | AFLAC | $97 | $0 | $97 | 1.36% |
| JIMMY D BOONE | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC | $72 | $0 | $72 | 1.01% |
| MARK A LINSNER | 153 BLANDING BLVD STE 3 ORANGE PARK, FL 32073 | AFLAC | $64 | $0 | $64 | 0.90% |
| DONNA DANIELLE SMITH | 2285 MARSH HAWK LN APT 19202 FLEMING ISLAND, FL 32003 | AFLAC | $28 | $0 | $28 | 0.39% |
| CHRIS GUZEWICH | 1007 DRAKEFEATHER DR ORANGE PARK, FL 32065 | AFLAC | $26 | $0 | $26 | 0.36% |
| WILLIAM J CODY | 2617 TRAMORE PL ORANGE PARK, FL 32065 | AFLAC | $21 | $0 | $21 | 0.29% |
| FREDERICK I BRAREN JR | 1840 SAN MARCO BLVD APT 2 JACKSONVILLE, FL 32207 | AFLAC | $21 | $0 | $21 | 0.29% |
| J C ADAMS INC | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $20 | $0 | $20 | 0.28% |
| DAVID K MOBLEY | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $19 | $0 | $19 | 0.27% |
| MARK HANNAH | 3025 TOWNSEND BLVD JACKSONVILLE, FL 32277 | AFLAC | $17 | $0 | $17 | 0.24% |
| ROBERT VICTOR WOERNER II | 2285 MARSH HAWK LANE APT 1304 FLEMING ISLAND, FL 32003 | AFLAC | $15 | $0 | $15 | 0.21% |
| MICHAEL RAYMOND HIGGINS | 1003 DRAKEFEATHER DR ORANGE PARK, FL 32065 | AFLAC | $14 | $0 | $14 | 0.20% |
| THE HORTON GROUP Filed as: R HORTON GRIFFIN JR | 116 N DAWSON STREET THOMASVILLE, GA 31792 | AFLAC | $13 | $0 | $13 | 0.18% |
| VERA I CRUICE | 7121 TARPON CT FLEMING ISLAND, FL 32003 | AFLAC | $12 | $0 | $12 | 0.17% |
| MICHAEL J YOUNG | 2600 ORANGE PICKER ROAD JACKSONVILLE, FL 32223 | AFLAC | $12 | $0 | $12 | 0.17% |
| J W GRIMES INC | 6165 WATERFORD ROAD COLOMBUS, GA 31904 | AFLAC | $11 | $0 | $11 | 0.15% |
| VERA I CRUICE | 11445 DRAKEWOOD CT JACKSONVILLE, FL 32223 | AFLAC | $9 | $0 | $9 | 0.13% |
| JAMEY MILLER INC | 10375 N CENTURION PARKWAY STE 100 JACKSONVILLE, FL 32256 | AFLAC | $8 | $0 | $8 | 0.11% |
| JEREMY L MILLER | 3065 REVELS ROAD GREEN COVE SPRINGS, FL 32043 | AFLAC | $7 | $0 | $7 | 0.10% |
| DAVID C SWEIGARD | 2575E PELLICER ROAD SAINT AUGUSTINE, FL 32092 | AFLAC | $7 | $0 | $7 | 0.10% |
| TROY DANIEL DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $6 | $0 | $6 | 0.08% |
| SALLY L PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $6 | $0 | $6 | 0.08% |
| SALLY L PITTMAN | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $5 | $0 | $5 | 0.07% |
| DAVID MARKS | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $3 | $0 | $3 | 0.04% |
| VICKI M DICKERT | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $3 | $0 | $3 | 0.04% |
| ROBERT P FERRONE | 1701 WILLIAMS CT APT 202 COLOMBUS, GA 31904 | AFLAC | $3 | $0 | $3 | 0.04% |
| JOHN A FARBER Filed as: JOHN A FERBER | 2914 BENT BOW LANE MIDDLEBURG, FL 32068 | AFLAC | $3 | $0 | $3 | 0.04% |
| BETH LUANNE KIMBROUGH | 6750 N ANDREWS AVE SUITE 200 FORT LAUDERDALE, FL 33309 | AFLAC | $2 | $0 | $2 | 0.03% |
| JIMMY LEON JOHNSON | 1005 BELLA VISTA BLVD APT 119 ST AUGUSTINE, FL 32084 | AFLAC | $2 | $0 | $2 | 0.03% |
| MARK C LEE | 1444 S 17TH ST WILMINGON, NC 28401 | AFLAC | $1 | $0 | $1 | 0.01% |
| JAMES (JAY) GRIMES Filed as: JAMES R HARRIS | 6329 RIVERMONT CT COLOMBUS, 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% |
| DAVID C SWEIGARD | 2603 PELLICER RD SAINT AUGUSTINE, FL 32092 | AFLAC | $1 | $0 | $1 | 0.01% |
| JAMES R MIRABELLI | 801 BRINY AVE APT 1403 POMPANO BEACH, FL 33062 | 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 COLOMBUS, GA 31904 | AFLAC | $1 | $0 | $1 | 0.01% |
| DAVID MARKS | 4021 WE HECK CT STE J BATON ROUGE, LA 70816 | AFLAC | $1 | $0 | $1 | 0.01% |
| ASHLEY CROOK Filed as: ASHLEY L CROOK | 10167 SUMMERLAKE DR MOBILE, AL 36608 | AFLAC | $1 | $0 | $1 | 0.01% |
| ASHLEY CROOK Filed as: ASHLEY L CROOK | 111 DAUPHIN ST MOBILE, AL 36602 | AFLAC | $1 | $0 | $1 | 0.01% |
| HARDEN & ASSOCIATES Filed as: HARDEN AND ASSOCIATES | 501 RIVERSIDE AVE SUITE 1000 JACKSONVILLE, FL 32202 | BENEFIT ADVANTAGE | $0 | $0 | $0 | 0.00% |
| HARDEN & ASSOCIATES Filed as: HARDEN & ASSOCIATES INC. | 501 RIVERSIDE AVENUE SUITE 1000 JACKSONVILLE, FL 32202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $270 | $0 | $270 | 9.98% |
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 | 441 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 511 | $3.7M |
| Dental | GUARDIAN | 274 | $91K |
| Vision | HUMANA INSURANCE COMPANY OF NE | 202 | $27K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $59K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $3K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $61K |
| Other(4 contracts, 3 carriers) | LIFE INSUANCE COMPANY OF NORTH AMERICA | 96 | $146K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 511 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.