| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | 255 PRIMERA BLVD LAKE MARY, FL 32746 | HEALTH OPTIONS | $15K | — | $15K | 26.01% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 1110 DOUGLAS AVE STE 2000 STE 750 ALTAMONTE SPRINGS, FL 327142004 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | — | $5K | 10.09% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 11641 KEW GARDENS AVE STE 111 PALM BEACH GARDENS, FL 334102846 | PRINCIPAL LIFE INSURANCE COMPANY | — | $542 | $542 | 1.09% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM, INC | 1110 DOUGLAS AVE STE 2000 ALTAMONTE SPRINGS, FL 32714 | BLUE CROSS BLUE SHIELD OF FLORIDA | $9K | — | $9K | 25.91% |
| SCOTT D HAWKINS INC3 Filed as: SCOTT D HAWKINS | 3216 MEDICI BLVD NEW SMYRA, FL 32168 | AFLAC | $2K | $39 | $3K | 8.05% |
| JENNIE MOORE HAWKINS3 | 4215 S RIDGEWOOD AVE PORT ORANGE, FL 32127 | AFLAC | $2K | $96 | $2K | 6.35% |
| THE ENTERPRISE TEAM, INC.3 Filed as: THE ENTERPRISE TEAM | PO BOX 195579 WINTER SPRINGS, FL 32179 | AFLAC | $2K | — | $2K | 6.30% |
| JEFFREY B HAWKINS3 | PO BOX 730382 ORMOND BEACH, FL 32173 | AFLAC | $1K | $40 | $1K | 4.31% |
| JOSE LUIS FELICIANO SANTO DOMINGO3 | 428 ACACIA TREE WAY KISSIMMEE, FL 32173 | AFLAC | $1K | — | $1K | 3.52% |
| HOLLY JEAN ROREM3 | 431 NASH LN PORT ORANGE, FL 32127 | AFLAC | $250 | $17 | $267 | 0.85% |
| DH2 ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $185 | $10 | $195 | 0.62% |
| LINDA SLATER KING3 | 3001 PINETREE RD EUSTIS, FL 32726 | AFLAC | $144 | $32 | $176 | 0.56% |
| DEBORAH JEAN SMITH3 | 9254 BRIDLE PATH SEBRING, FL 33875 | AFLAC | $107 | — | $107 | 0.34% |
| A & M BONURA & ASSOCIATES INC3 Filed as: A&M BONURA & ASSOCIATES INC | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32141 | AFLAC | $62 | $7 | $69 | 0.22% |
| DIANA MARIA BERMEO CASTRO3 | 9465 DOWDEN RD ORLANDO, FL 32832 | AFLAC | $38 | $27 | $65 | 0.21% |
| CATON INSURANCE AGENCY3 Filed as: CATON INSURANCE AGENCY, INC. | 3731 S NOVA RD PORT ORANGE, FL 32129 | AFLAC | $61 | — | $61 | 0.19% |
| RAFEL S MARQUEZ3 | 6200 METROWEST BLVD ORLANDO, FL 32835 | AFLAC | $20 | $18 | $38 | 0.12% |
| THE ENTERPRISE TEAM, INC.3 Filed as: ENTERPRISE TEAM INC | 255 PRIMERA BLVD LAKE MARY, FL 32746 | TRULI | $2K | — | $2K | 27.42% |
| THE STONER ORGANIZATION3 | 700 CENTRAL AVE SUITE 300 ST PETERSBURG, FL 337013699 | HUMANA INSURANCE COMPANY | $629 | $286 | $915 | 100.00% |
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 | 136 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS | 26 | $93K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 114 | $50K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 114 | $50K |
| Life insurance | HUMANA INSURANCE COMPANY | 136 | $915 |
| Prescription drug(3 contracts, 3 carriers) | HEALTH OPTIONS | 26 | $101K |
| Other(2 contracts, 2 carriers) | AFLAC | 136 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 136 | — |
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.