| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STAHL & ASSOCIATES INSURANCE INC.3 | 3939 TAMPA RD. OLDSMAR, FL 34677 | HEALTH OPTIONS, INC. | $68K | $0 | $68K | 2.50% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 3939 TAMPA RD. OLDSMAR, FL 34677 | BLUE CROSS BLUE SHIELD OF FLORIDA | $34K | $0 | $34K | 2.50% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $972 | $10K | 11.05% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $2K | $11K | 12.91% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $1K | $9K | 12.05% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $614 | $7K | 11.04% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $947 | $6K | 11.88% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $656 | $5K | 11.61% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $324 | $3K | 11.06% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $387 | $3K | 11.79% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $649 | $649 | 3.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 15.51% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $559 | $559 | 3.00% |
| TRUST MANAGEMENT GROUP3 | 1201 S ORLANDO AVE, STE 450 WINTER PARK, FL 32789 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $475 | $475 | 5.00% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST. PETERSBURG, FL 33716 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $194 | $194 | 2.04% |
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 | 447 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 454 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 274 | $4.0M |
| Dental(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 161 | $152K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 244 | $30K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 446 | $92K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 164 | $72K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 163 | $50K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 446 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 446 | — |
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.