| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELSH & WILLINGHAHAM INC | 300 1ST AVE 5TH FLOOR ST PETERSBURG, FL 337014200 | BLUE CROSS BLUE SHIELD OF FLORIDA | $22K | — | $22K | 5.00% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELSH WILLINGHAM INC | 300 1ST AVE 5TH FLOOR ST PETERSBURG, FL 337014200 | BLUE CROSS BLUE SHIELD OF FLORIDA | $20K | — | $20K | 5.00% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH & WILLINGHAM | 300 1ST AVE 5TH FLOOR ST PETERSBURG, FL 337014200 | FLORIDA COMBINED LIFE | $815 | — | $815 | 0.89% |
| CRAWFORD, LINDSEY3 | FLORIDA BLUE 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $178 | — | $178 | 0.20% |
| FLORIDA BLUE3 Filed as: THOMAS, GERALD | FLORIDA BLUE 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $39 | — | $39 | 0.04% |
| CRAWFORD, LINDSEY3 | FLORIDA BLUE 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $386 | — | $386 | 1.13% |
| FLORIDA BLUE3 Filed as: THOMAS, GERALD | FLORIDA BLUE 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $143 | — | $143 | 0.42% |
| WOODS, RANDALL3 | FLORIDA BLUE 4800 DEERWOOD CAMPUS PKWY #DC2/2 JACKSONVILLE, FL 32246 | FLORIDA COMBINED LIFE | $143 | — | $143 | 0.42% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH & WILLINGHAM | PO BOX 33020 ST PETERSBURG, FL 337338020 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 14.87% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMINISTRATORS | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 4.96% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $580 | $580 | 2.32% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH WILLINGHAM INC | PO BOX 33020 ST PETERSBURG, FL 337338020 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.26% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.09% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMINISTRATORS | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.01% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $372 | $372 | 1.86% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE WELCH WILLINGHAM INC | PO BOX 33020 ST PETERSBURG, FL 337338020 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 14.89% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BNFT ADMINISTRATORS | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $573 | $573 | 5.01% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $568 | $568 | 4.96% |
| MARK METTILLE3 Filed as: MARK S METTILE | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $260 | $260 | 2.27% |
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 | 94 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 97 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 41 | $448K |
| Dental(2 contracts) | FLORIDA COMBINED LIFE | 55 | $125K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 57 | $11K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 56 | $25K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 53 | $839K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 84 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 84 | — |
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.