| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTH POINT BLVD STE 201 JACKSONVILLE, FL 32216 | BLUE CROSS AND BLUE SHIELD OF FLORIDA | $240K | — | $240K | 4.00% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | METROPOLITAN LIFE INSURANCE COMPANY | $47K | $6K | $53K | 11.14% |
| ENROLLMENT FIRST INC3 Filed as: ENROLLMENT FIRST | 6712 DEANE HILL DR KNOXVILLE, TN 379195969 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | — | $29K | 6.10% |
| PLYMOUTH INSURANCE AGENCY3 | 2739 US HWY 19 HOLIDAY, FL 34691 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 2.01% |
| MARK METTILLE3 | 107 CANDLELIGHT LAND MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | -$6K | — | -$6K | -1.26% |
| BSI CORPORATE BENEFITS LLC3 Filed as: AFFILIATED BSI INC | 672 BRENT LN JACKSONVILLE, FL 32207 | ALLSTATE BENEFITS | $10K | — | $10K | 4.22% |
| KIM SMITH3 | 625 COMMERCE DRIVE LAKELAND, FL 38813 | ALLSTATE BENEFITS | $4K | — | $4K | 1.70% |
| JEROME A RHODES3 | 15719 CENTURY DR HUDSON, FL 346673912 | ALLSTATE BENEFITS | $3K | — | $3K | 1.10% |
| ANTHONY TUDELA3 | 7110 MELOGOLD CIRCLE LAND O LAKES, FL 34637 | ALLSTATE BENEFITS | $2K | — | $2K | 0.69% |
| ERICA L SMITH3 | 11466 SMITH DAIRY ROAD BROOKSVILLE, FL 34601 | ALLSTATE BENEFITS | $2K | — | $2K | 0.68% |
| JOEL H OWENS3 | P O BOX 5786 CORDELE, GA 31010 | ALLSTATE BENEFITS | $1K | — | $1K | 0.61% |
| KIM SMITH3 | 1012 COLLEGE BLVD E NICEVILLE, FL 325781729 | ALLSTATE BENEFITS | $878 | — | $878 | 0.36% |
| DAVID R BOWDEN AGY INC3 Filed as: DAVID R. BOWDEN AGY INC | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | ALLSTATE BENEFITS | $623 | — | $623 | 0.25% |
| FRANK VON DER LANCKEN3 | 240 SHERWOOD DR BRADENTON, FL 34210 | ALLSTATE BENEFITS | $558 | — | $558 | 0.23% |
| RICK NIXON3 | 4040 SHERIDAN DR MILTON, FL 32571 | ALLSTATE BENEFITS | $523 | — | $523 | 0.21% |
| EVA SPISSAK3 | 9975 SWEET BAY COURT NEW PORT RICHEY, FL 34654 | ALLSTATE BENEFITS | $448 | — | $448 | 0.18% |
| WILLIAM B KRONES3 Filed as: WILLIAM B. KRONES | 4960 GALLEON CT NEW PORT RICHEY, FL 346523011 | ALLSTATE BENEFITS | $388 | — | $388 | 0.16% |
| JOANNE M O'BRIEN3 | 4213 SE 6TH PLACE CAPE CORAL, FL 33904 | ALLSTATE BENEFITS | $349 | — | $349 | 0.14% |
| MAX R HENIG3 | 5100 60TH ST E LOT 5 BRADENTON, FL 34203 | ALLSTATE BENEFITS | $333 | — | $333 | 0.14% |
| E D SKIPPER & ASSOC INC3 | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33803 | ALLSTATE BENEFITS | $319 | — | $319 | 0.13% |
| BAYSIDE BENEFITS LLC3 Filed as: BAYSIDE BENEFIT GROUP INC | 750 4TH AVENUE S, UNIT 404 SAINT PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $252 | — | $252 | 0.10% |
| DAVID R BOWDEN AGY INC3 Filed as: DAVID R. BOWDEN AGY INC | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33803 | ALLSTATE BENEFITS | $179 | — | $179 | 0.07% |
| MAHER MICHAEL RUKAB3 | 6870 LALOMA DR JACKSONVILLE, FL 32217 | ALLSTATE BENEFITS | $177 | — | $177 | 0.07% |
| WRIGHT ALBERT M III3 | 11347 REGAL SQUARE DRIVE TEMPLE TERRACE, FL 33617 | ALLSTATE BENEFITS | $118 | — | $118 | 0.05% |
| JAMES W STOKLEY3 Filed as: JAMES W. STOKLEY | 1961 SOPCHOPPY HWY SOPCHOPPY, FL 32358 | ALLSTATE BENEFITS | $66 | — | $66 | 0.03% |
| HOWES, INC.3 Filed as: HOWES INC. | 2461 WQ STATE ROAD 426 SUITE 2021 OVIEDO, FL 32765 | ALLSTATE BENEFITS | $60 | — | $60 | 0.02% |
| ROBERT M GLASS CORP3 Filed as: ROBERT M GLASS COPORATION | 1600 S FEDERAL HWY STE 801 POMPANO BEACH, FL 33062 | ALLSTATE BENEFITS | $45 | — | $45 | 0.02% |
| MCGRATH ASSOCIATES INC3 Filed as: MCGRATH ASSOCIATES INC. | 14449 PIMBERTON DRIVE HUDSON, FL 34667 | ALLSTATE BENEFITS | $38 | — | $38 | 0.02% |
| LARRY W MOHR3 Filed as: LARRY MOHR | 1201 HACIENDA LANE LAWRENCE, KS 66049 | ALLSTATE BENEFITS | $37 | — | $37 | 0.02% |
| CANDICE SMITH3 | 1012 COLLEGE BLVD NICEVILLE, FL 32578 | ALLSTATE BENEFITS | $33 | — | $33 | 0.01% |
| THOMAS LACARIA3 | 950 MALABAR RD SW SUITE 110519 PALM BAY, FL 329110519 | ALLSTATE BENEFITS | $32 | — | $32 | 0.01% |
| DIEGO ESPAGNOL3 Filed as: DIEGO P ESPAGNOL | 6141 SUPERIOR BLVD DAVIE, FL 33331 | ALLSTATE BENEFITS | $32 | — | $32 | 0.01% |
| MIA R LAMBERT3 Filed as: MIA R. LAMBERT | 1218 HEREFORD RD RUSKIN, FL 33570 | ALLSTATE BENEFITS | $31 | — | $31 | 0.01% |
| CHERYL ABELSON-HENIG3 Filed as: CHERYL ABELSON HENIG | P O BOX 3 CARMEL, IN 46082 | ALLSTATE BENEFITS | $30 | — | $30 | 0.01% |
| ROGER G DI LORIO3 | 3105 BRIDGESTONE DR JACKSONVILLE, FL 322161447 | ALLSTATE BENEFITS | $28 | — | $28 | 0.01% |
| ROBERT W ROUSE JR3 Filed as: ROBERT D PRIVETTE | 8727 THOMAS DR UNIT E-11 PANAMA CITY, FL 32408 | ALLSTATE BENEFITS | $26 | — | $26 | 0.01% |
| CARLA RAZURI3 | 102 SYLVAN GLEN SAN MATEO, FL 32187 | ALLSTATE BENEFITS | $21 | — | $21 | 0.01% |
| JEFFREY THOMAS CHRISTOPHER3 Filed as: JEFFREY CHRISTOPHER | 1235 BURKE CT AUBURN, AL 368305142 | ALLSTATE BENEFITS | $17 | — | $17 | 0.01% |
| GEOFFREY M SACKS3 | 4233 ARBOR GATE ST FORT WORTH, FL 76133 | ALLSTATE BENEFITS | $16 | — | $16 | 0.01% |
| DAVID DUFFY3 | 5405 BAYBROOK AVE ORLANDO, FL 32809 | ALLSTATE BENEFITS | $16 | — | $16 | 0.01% |
| RICHARD E MIXON JR3 | 5557 MILMAR DR N JACKSONVILLE, FL 32207 | ALLSTATE BENEFITS | $14 | — | $14 | 0.01% |
| RICHARD E MIXON JR3 Filed as: RICHARD E MIXON JR. | 5557 MILMAR DR N JACKSONVILLE, FL 16339 | ALLSTATE BENEFITS | $14 | — | $14 | 0.01% |
| BRIAN R MCMAHON3 Filed as: BRIAN R. MCMAHON | 4207 ROYAL PALM DRIVE BRADENTON, FL 34210 | ALLSTATE BENEFITS | $12 | — | $12 | 0.00% |
| ANTHONY G ARANGO3 | 4402 BEACH PARK DRIVE TAMPA, FL 33609 | ALLSTATE BENEFITS | $8 | — | $8 | 0.00% |
| RAMON J FRIAS INC3 | 6238 NW 38TH DR CORAL SPRINGS, FL 33067 | ALLSTATE BENEFITS | $8 | — | $8 | 0.00% |
| ANNETTE G BRAITHWAITE3 | 11160 LOTHMORE RD JACKSONVILLE, FL 32221 | ALLSTATE BENEFITS | $7 | — | $7 | 0.00% |
| KATHY MAUCK3 | P O BOX 1324 NICEVILLE, FL 32588 | ALLSTATE BENEFITS | $6 | — | $6 | 0.00% |
| HEIDI S WEISHAUPT3 | 8955 US HWY 301 N UNIT 395 PARRISH, FL 34219 | ALLSTATE BENEFITS | $4 | — | $4 | 0.00% |
| GARY NABORS3 | 4302 HOLLYWOOD BLVD. SUITE 167 HOLLYWOOD, FL 33021 | ALLSTATE BENEFITS | $3 | — | $3 | 0.00% |
| KEVIN CHAMBERS3 | 9764 1ST STREET ST PETE, FL 33702 | ALLSTATE BENEFITS | $2 | — | $2 | 0.00% |
| JOHN ANTHONY CARREIRO III3 Filed as: JOHN GEROW | 450 TREASURE ISLAND CSWY TREASURE ISLAND, FL 33706 | ALLSTATE BENEFITS | $1 | — | $1 | 0.00% |
| BSI CORPORATE BENEFITS LLC3 Filed as: AFFILIATED INS OF PENSACOLA INC | 672 BRENT LANE PENSACOLA, FL 32503 | ALLSTATE BENEFITS | $1 | — | $1 | 0.00% |
| ERIK RANBERG3 | P O BOX 20502 WEST PALM BEACH, FL 33406 | ALLSTATE BENEFITS | $1 | — | $1 | 0.00% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $14K | $1K | $16K | 11.25% |
| ENROLLMENT FIRST INC3 Filed as: ENROLLMENT FIRST | 6712 DEANE HILL DR KNOXVILLE, TN 379195969 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $9K | — | $9K | 6.83% |
| PLYMOUTH INSURANCE AGENCY3 | 2739 U HWY 19 HOLIDAY, FL 34691 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $3K | — | $3K | 1.91% |
| MARK METTILLE3 | 107 CANDLELIGHT LN MORRIS, IL 60450 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | -$3K | — | -$3K | -1.82% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 201 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 5.00% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 201 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.38% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 5.19% |
| JOEL H OWENS3 | P O BOX 5786 CORDELE, GA 31010 | ALLSTATE BENEFITS | $507 | — | $507 | 3.73% |
| BSI CORPORATE BENEFITS LLC3 Filed as: AFFILIATED BSI INC | 672 BRENT LN JACKSONVILLE, FL 32207 | ALLSTATE BENEFITS | $223 | — | $223 | 1.64% |
| KIM SMITH3 | 620 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | ALLSTATE BENEFITS | $113 | — | $113 | 0.83% |
| ERICA L SMITH3 | 11466 SMITH DAIRY ROAD BROOKSVILLE, FL 34601 | ALLSTATE BENEFITS | $60 | — | $60 | 0.44% |
| MAX R HENIG3 | 5100 60TH ST E LOT 5 BRADENTON, FL 34203 | ALLSTATE BENEFITS | $18 | — | $18 | 0.13% |
| JOANNE M O'BRIEN3 | 4213 S E 6TH PLACE CAPE CORAL, FL 33904 | ALLSTATE BENEFITS | $17 | — | $17 | 0.13% |
| JEROME A RHODES3 | 15719 CENTURY DR HUDSON, FL 346673912 | ALLSTATE BENEFITS | $16 | — | $16 | 0.12% |
| WILLIAM B KRONES3 Filed as: WILLIAM B. KRONES | 4960 GALLEON CT NEW PORT RICHEY, FL 346523011 | ALLSTATE BENEFITS | $15 | — | $15 | 0.11% |
| DAVID R BOWDEN AGY INC3 Filed as: DAVID R. BOWDEN AGY INC | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | ALLSTATE BENEFITS | $8 | — | $8 | 0.06% |
| BAYSIDE BENEFITS LLC3 Filed as: BAYSIDE BENEFIT GRP INC. | 750 4TH AVE S UNIT 404 SAINT PETERSBURG, FL 33701 | ALLSTATE BENEFITS | $6 | — | $6 | 0.04% |
| EVA SPISSAK3 | 9975 SWEET BAY COURT NEW PORT RICHEY, FL 34654 | ALLSTATE BENEFITS | $5 | — | $5 | 0.04% |
| FRANK VON DER LANCKEN3 | 240 SHERWOOD DR BRADENTON, FL 34210 | ALLSTATE BENEFITS | $5 | — | $5 | 0.04% |
| CHERYL ABELSON-HENIG3 Filed as: CHERYL ABELSON HENIG | P O BOX 3 CARMEL, IN 46082 | ALLSTATE BENEFITS | $2 | — | $2 | 0.01% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $637 | — | $637 | — |
| PAUL AQUILINO3 Filed as: PAUL ACQUILINO | 16228 PEBBLEBROOK DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $450 | $100 | $550 | — |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND O LAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | $196 | $483 | — |
| PLYMOUTH INSURANCE AGENCY3 | 2739 US HWY 19 N HOLIDAY, FL 34691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $317 | — | $317 | — |
| HEIL BUSINESS SOLUTIONS CORPORATION3 | 4921 PENNSBURY DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | $41 | $193 | — |
| AGENT BENEFIT SOLUTIONS3 | 1111 N WESTSHORE BLVD TAMPA, FL 33607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | — | $126 | — |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $111 | $6 | $117 | — |
| CHOICE BENEFITS SOLUTIONS LLC3 | 3026 LAKE PADGETT DR CRESTLINE, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $57 | $72 | — |
| TAMARA ANN BUSCHER3 Filed as: TAMARA GAIL COPELAND | P.O. BOX 243 TAMPA, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $2 | $38 | — |
| BRYAN ANTHONY GONZALEZ3 | 8408 QUARTZ PL TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | — |
| WILLIAM E GECEWICZ3 Filed as: WILLIAM E GECERWICZ | 11113 LAKESIDE VISTA DR RIVERVIEW, FL 33569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | — |
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 | 2,610 | 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) | 2,614 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF FLORIDA | 657 | $6.3M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,365 | $612K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,365 | $474K |
| Life insurance(4 contracts, 2 carriers) | ALLSTATE BENEFITS | 504 | $401K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 276 | $37K |
| Long-term disability | THE LINCOLN NATIONAL INSURANCE COMPANY | 156 | $80K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF FLORIDA | 657 | $6.0M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 504 | $141K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,365 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.