| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| C GORDON INSURANCE SOLUTIONS3 Filed as: C GORDON INSURANCE SOLUTIONS INC | PO BOX 620627 OVIEDO, FL 32762 | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | $97K | $109K | 5.46% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | $23K | $28K | 1.39% |
| ROGERS BENEFIT GROUP INC3 | 5110 NORTH 40TH STREET, SUITE 234 PHOENIX, AZ 85018 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $17K | $20K | 0.98% |
| ALLEGIANT BENEFITS & SERVICES LLC3 Filed as: ALLEGIANT BENEFITS AND SERVICES LLC | 7512 DR. PHILLIPS BOULEVARD ORLANDO, FL 32819 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15K | $3K | $18K | 15.97% |
| KAREN PICCININI3 | 425 WEST COLONIAL DRIVE ORLANDO, FL 32804 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $396 | $2K | 1.61% |
| JOHN PICCININI3 | 425 WEST COLONIAL DRIVE, SUIE 304 ORLANDO, FL 32804 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $29 | $2K | 1.51% |
| AGGGRESSIVE NETWORK LLC3 | 11 NORTH MILLS AVENUE ORLANDO, FL 32801 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $403 | $339 | $742 | 0.66% |
| JEFFERY TAL WEBB3 Filed as: JEFFERY F. BARNETT | 8840 DARLENE DRIVE ORLANDO, FL 32836 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $9 | $105 | $114 | 0.10% |
| HEIDI S WEISHAUPT3 Filed as: HEIDI S. WEISHAUPT | 4520 29TH AVENUE CIRCLE EAST PALMETTO, FL 34221 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.02% |
| LESLIE BRERETON3 | 2125 NE 63RD COURT FORT LAUDERDALE, FL 33308 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.01% |
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 | 252 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 252 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 583 | $2.0M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 583 | $2.0M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 583 | $2.0M |
| Life insurance | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 85 | $112K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 583 | $2.0M |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 85 | $112K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 583 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.