| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 3939 TAMPA RD. OLDSMAR, FL 346773104 | HEALTH OPTIONS, INC. | $64K | — | $64K | 2.50% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 3939 TAMPA RD. OLDSMAR, FL 346773104 | BLUE CROSS BLUE SHIELD OF FLORIDA | $23K | — | $23K | 2.50% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 10.00% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES | 110 CARILLON PKWY ST PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 11.00% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 10.00% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| TRUST MANAGEMENT GROUP3 Filed as: TRUST MANAGEMENT GROUP DBA SELECT | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $984 | $984 | 3.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INS INC | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INSURANCE | 110 CARILLON PARKWAY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| TRUST MANAGEMENT GROUP3 Filed as: TRUST MANAGEMENT GROUP DBA SELECT | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $580 | $580 | 3.00% |
| TRUST MANAGEMENT GROUP3 | 300 PRIMERA BLVD. SUITE 140 LAKE MARY, FL 32746 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $484 | $484 | 5.00% |
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 | 423 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 427 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 81 | $910K |
| Dental(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 156 | $168K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 229 | $32K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 417 | $88K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 163 | $74K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 159 | $47K |
| Prescription drug | TRIPLE S SALUD, INC. | 2 | $9K |
| Other(5 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 417 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 417 | — |
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.