| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTH POINT BLVD STE 201 JACKSONVILLE, FL 32216 | BLUE CROSS BLUE SHEILD OF FLORIDA | $488K | — | $488K | 1.46% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTH POINT BLVD STE 201 JACKSONVILLE, FL 32216 | HEALTH OPTIONS INC | $292K | — | $292K | 1.63% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INSURANCE SOLUTIONS | 3301 AIRPORT FREEWAY BEDFORD, TX 76021 | AETNA LIFE INSURANCE CO | $4K | — | $4K | 0.03% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INSURANCE SOLUTIONS | 3301 AIRPORT FREEWAY BEDFORD, TX 76021 | AETNA LIFE INSURANCE CO | $532K | — | $532K | 5.74% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INS SOLUTIONS CORP | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $218K | $121 | $218K | 7.64% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA INC | 1350 TREAT BLVD STE 550 WALNUT CREEK, CA 94597 | METROPOLITAN LIFE INSURANCE COMPANY | $54K | $27 | $54K | 1.89% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA INC | 1018 W 9TH AVE KING OF PRUSSIA, PA 19406 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 0.20% |
| BRIDGESTREET CONSULTING & INSURANCE3 | SERVICES INC 1350 TREAT BLVD STE 550 WALNUT CREEK, CA 945977999 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.04% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INSURANCE SOLUTIONS | 111 W JEFFERSON ST ORLANDO, FL 32801 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $269K | — | $269K | 11.67% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA INC | 1350 TREAT BLVD STE 550 WALNUT CREEK, CA 94597 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $67K | $6K | $73K | 3.17% |
| ADP INC3 Filed as: AUTOMATIC DATA PROCESSING INSURANCE | LOCK BOX GH200 71 HANOVER RD FLORHAM PARK, NJ 079321502 | COMPBENEFITS | $88K | $12K | $100K | 9.33% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INSURANCE SOLUTIONS | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 328012476 | COMPBENEFITS | $10K | — | $10K | 0.95% |
| HOWARD B LABOW3 | 666 DUNDEE RD STE 1603 NORTHBROOK, IL 60062 | AMERICAN HERITAGE LIFE | $118K | — | $118K | 16.99% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INS SOL CORP | 135 W CENRAL BLVD STE 600 ORLANDO, FL 32801 | AMERICAN HERITAGE LIFE | $107K | — | $107K | 15.42% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL MIDWEST LTD | DBA HUB INTL FLORIDA 600 CLEVELAND ST STE 600 CLEARWATER, FL 33755 | AMERICAN HERITAGE LIFE | $1K | — | $1K | 0.16% |
| ROBERT PAUL MASON3 | 11638 BRISTOL CHASE DRIVE TAMPA, FL 33626 | AMERICAN HERITAGE LIFE | $193 | — | $193 | 0.03% |
| WILLIAM MAGEE3 | 1206 COUNTRY LANE ORLANDO, FL 32804 | AMERICAN HERITAGE LIFE | $135 | — | $135 | 0.02% |
| JAMES ANTHONY3 | PO BOX 48245 TAMPA, FL 336460119 | AMERICAN HERITAGE LIFE | $17 | — | $17 | 0.00% |
| TRIANA M RESTO3 | 11391 NW 37TH ST SUNRISE, FL 33323 | AMERICAN HERITAGE LIFE | $15 | — | $15 | 0.00% |
| WILLIAM MAGEE3 | CO COADVANTAGE 135 W CENTRAL BLVD STE 600 ORLANDO, FL 328011820 | AMERICAN HERITAGE LIFE | $9 | — | $9 | 0.00% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INSURANCE SOLUTIONS | CORPORATION 3301 AIRPORT FREEWAY BEDFORD, TX 76021 | AETNA LIFE INSURANCE CO. | $8K | — | $8K | 2.03% |
| WILLIAM MAGEE3 | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 32801 | KAISER FOUNDATION HEALTH PLAN INC | $6K | — | $6K | 3.73% |
| WILLIAM MAGEE3 | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 32801 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 2.98% |
| HOWARD B LABOW3 | 666 DUNDEE RD STE 1603 NORTHBROOK, IL 60062 | ALLSTATE WORKPLACE DIVISION | $6K | — | $6K | 5.25% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INS SOL CORP | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 32801 | ALLSTATE WORKPLACE DIVISION | $6K | — | $6K | 5.25% |
| ERIC W HIRSCHKORN3 | 718 SE ABLETT LN PORT ST. LUCIE, FL 34984 | AFLAC | $657 | $33 | $690 | 1.43% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INS SOLUTIONS CORP. | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 32801 | AFLAC | $574 | — | $574 | 1.19% |
| ANDRA L PRIBBLE3 | 12850 CEDAR LANE WILLIS, TX 77378 | AFLAC | $532 | — | $532 | 1.10% |
| MARTHA LOUISE MACKEY DOWNS3 | 4070 VIA MIRADA SARASOTA, FL 34238 | AFLAC | $216 | $40 | $256 | 0.53% |
| JIMMY D BOONE3 | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC | $195 | $7 | $202 | 0.42% |
| BARTLEIN AND ASSOC INC3 | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC | $161 | $3 | $164 | 0.34% |
| WILLIAM S MORRIS3 | 689 RIVENDELL BLVD OSPREY, FL 34229 | AFLAC | $160 | — | $160 | 0.33% |
| THOMAS JAMES OLLER3 | 49 SWIMMING PEN DR MIDDLEBURG, FL 32068 | AFLAC | $148 | — | $148 | 0.31% |
| MARLENE GONZALEZ WANZONG3 | 14407 WHISPERING VALLEY DR CYPRESS, TX 77429 | AFLAC | $128 | — | $128 | 0.27% |
| JUSTIN M REYNOLDS3 | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $109 | $13 | $122 | 0.25% |
| MICHAEL J THRASHER3 | 19723 DESNA DR PORTER, TX 77365 | AFLAC | $121 | — | $121 | 0.25% |
| SCOTT BAILEY GRAMLING3 | 300 1ST AVE S 5TH FLOOR ST PETERSBURG, FL 33701 | AFLAC | $113 | — | $113 | 0.23% |
| E HUDSON & ASSOCIATES INC3 | PO BOX 7070 JUPITER, FL 33468 | AFLAC | $108 | — | $108 | 0.22% |
| DE VITA B MCKENZIE3 | 110 SE 6TH ST STE 1700 FT. LAUDERDALE, FL 33301 | AFLAC | $97 | $7 | $104 | 0.22% |
| PAMELA G GIORDANO3 | 5114 33RD ST E BRADENTON, FL 34203 | AFLAC | $100 | — | $100 | 0.21% |
| JOSEPH ACOSTA3 Filed as: JOSEPH HOLLINGER | 10441 BRADLEY RD JACKSONVILLE, FL 32246 | AFLAC | $97 | — | $97 | 0.20% |
| GAIL L LYNCH3 | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $91 | — | $91 | 0.19% |
| ROBIN PONCE3 | 2849 ROXBURY RD WINTER PARK, FL 32789 | AFLAC | $87 | — | $87 | 0.18% |
| CLARISSA LYNNE HERRICK3 | 1445 MONTE LAKE DR VALRICO, FL 33596 | AFLAC | $84 | — | $84 | 0.17% |
| THOMAS ARTHUR WILLIAMS3 Filed as: THOMAS WILLIAMS | 2625 DAHLIA DR FT WORTH, TX 76123 | AFLAC | $82 | — | $82 | 0.17% |
| TERI WALKER3 Filed as: TERI LYNN WALKER | PO BOX 7342 FORT MYERS, FL 33919 | AFLAC | $71 | — | $71 | 0.15% |
| VICKIE DENESE GRAVES3 Filed as: VICKIE GRAVES | 17622 ARCADIA POINT LN HUMBLE, TX 77346 | AFLAC | $71 | — | $71 | 0.15% |
| LINDA M NAPOLI3 Filed as: LINDA NAPOLI | 2881 NE 32ND ST APT 120 FT LAUDERDALE, FL 33306 | AFLAC | $69 | — | $69 | 0.14% |
| MATTHEW SUTTON3 | 31927 WILDWOOD PARK LN CONROE, TX 77385 | AFLAC | $63 | — | $63 | 0.13% |
| SHANE F LAMAY3 Filed as: SHANE LAMAY | 11905 PERSIAN TER BRADENTON, FL 34212 | AFLAC | $52 | $9 | $61 | 0.13% |
| FINN INTERESTS INC3 | 1802 LAKE MEADOWS CT HOUSTON, TX 77077 | AFLAC | $60 | — | $60 | 0.12% |
| BRENTLEY M HUXTABLE3 | 428 E CRYSTAL LAKE ST ORLANDO, FL 32806 | AFLAC | $59 | — | $59 | 0.12% |
| JASON ALLAN MUTCHLER3 | 2261 NORTHPARK DR 303 KINGWOOD, TX 77339 | AFLAC | $57 | — | $57 | 0.12% |
| MARY REBECCA WEATHERLY3 | 1934 E LEEWYN DRIVE SARASOTA, FL 34240 | AFLAC | $56 | — | $56 | 0.12% |
| TRAVIS B MOREHEAD3 | PO BOX 203 BROOKSVILLE, FL 34605 | AFLAC | $54 | — | $54 | 0.11% |
| THE MASTERS AGENCY INC3 | 2420 LAKE VISTA COURT #114 CASSELBERRY, FL 32707 | AFLAC | $50 | — | $50 | 0.10% |
| MERRITT ENTERPRISE LLC3 | 3518 BONNIE DR APOPKA, FL 32703 | AFLAC | $47 | — | $47 | 0.10% |
| CHRISTINE P HORNE3 | 3224 DARTMOUTH LANE SARASOTA, FL 34239 | AFLAC | $46 | — | $46 | 0.10% |
| LTC INS & FIN PARTNERS INC3 | 8433 ENTERPRISE CIR STE 100 BRADENTON, FL 34202 | AFLAC | $45 | — | $45 | 0.09% |
| TODD A STULL3 Filed as: TODD STULL | 8203 WILLOW PLACE DR S STE 510 HOUSTON, TX 77070 | AFLAC | $45 | — | $45 | 0.09% |
| RANDALL BARTLEIN3 | 5577 BROADCAST COURT SARASOTA, FL 34240 | AFLAC | $42 | — | $42 | 0.09% |
| JOHN DOMEIER3 Filed as: JOHN H DOMEIER | 720 17TH AVE N ST PETERSBURG, FL 33704 | AFLAC | $41 | — | $41 | 0.08% |
| VICTORRIO PAUL ZANIOL INC3 | 7301 6TH AVE N ST PETERSBURG, FL 33710 | AFLAC | $40 | — | $40 | 0.08% |
| K & J NELSON INC3 Filed as: K AND J NELSON INC | 8512 WESTERLAND DRIVE LAND O LAKES, FL 34637 | AFLAC | $38 | — | $38 | 0.08% |
| JOHN DAVID MARTIN SR3 | 305 23RD AVE VERO BEACH, FL 32962 | AFLAC | $35 | $0 | $35 | 0.07% |
| JOHN J GRUND3 | 4119 24TH AVE WEST BRADENTON, FL 34205 | AFLAC | $35 | — | $35 | 0.07% |
| MICHAEL GRASS3 | 21707 KINGSLAND BLVD STE 105 KATY, TN 77450 | AFLAC | $34 | — | $34 | 0.07% |
| SUSAN C BRIMHALL3 | 3921 CAPE SAN BLAS RD PORT SAINT JOE, FL 32456 | AFLAC | $33 | — | $33 | 0.07% |
| MARY BARTLEIN3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $33 | — | $33 | 0.07% |
| DENNIS PITTMAN3 | 9372 COXWELL LANE JACKSONVILLE, FL 32221 | AFLAC | $33 | — | $33 | 0.07% |
| SHARON A SCHULZ3 | 4220 MALICKSON DR PARRISH, FL 34219 | AFLAC | $32 | — | $32 | 0.07% |
| WILLIS TOWERS WATSON US LLC3 Filed as: RODNEY J WILLIS | 10224 TARPON DR TREASURE ISLAND, FL 33706 | AFLAC | $30 | — | $30 | 0.06% |
| C SKINNER & ASSOCIATES INC3 | 1205 HUNTINGTON LANE SAFETY HARBOR, FL 34695 | AFLAC | $28 | — | $28 | 0.06% |
| CARMEN A FELICIANO3 Filed as: CARMEN FELICIANO | 171 AMERICAS CUP BLVD BRADENTON, FL 34208 | AFLAC | $21 | $5 | $26 | 0.05% |
| JOSEPH BAILEY DUCKETT3 | 517 PINEWOOD DR OLDSMAR, FL 34677 | AFLAC | $25 | — | $25 | 0.05% |
| SYLVESTER SAWYER3 | 1181 S SUMTER BLVD #410 NORTH PORT, FL 34287 | AFLAC | $23 | — | $23 | 0.05% |
| JAMES (JAY) GRIMES3 | 4272 PERSIMMON WOODS DR NORTH CHARLESTON, SC 29240 | AFLAC | $23 | — | $23 | 0.05% |
| LINDA HECKER3 | 3616 SUN EAGLE LANE BRADENTON, FL 34210 | AFLAC | $22 | — | $22 | 0.05% |
| JEFFREY NELSON3 Filed as: JEFFREY C NELSON | 8512 WESTERLAND DRIVE LAND O LAKES, FL 34637 | AFLAC | $20 | — | $20 | 0.04% |
| DEBORAH P BLACK3 | 5509 FORESTER POND AVE SARASOTA, FL 34243 | AFLAC | $19 | — | $19 | 0.04% |
| JENNIFER B MOREHEAD3 | 13412 WHITBY RD HUDSON, FL 34667 | AFLAC | $19 | — | $19 | 0.04% |
| MKF & ASSOCIATES INC3 | 4505 PINE TREE CIR STE 201 BIRMINGHAM, AL 35243 | AFLAC | $19 | — | $19 | 0.04% |
| EDWIN MASTRAPA3 | 3004 FALCON HILL DR APOPKA, FL 32712 | AFLAC | $19 | — | $19 | 0.04% |
| JEANNE L COKER3 | 734 CHEROKEE RD LAGRANGE, GA 30240 | AFLAC | $18 | — | $18 | 0.04% |
| LELAND E MCCRAVY3 | 9736 SPYGLASS DR VILLA RICA, GA 30180 | AFLAC | $16 | — | $16 | 0.03% |
| REGINA BALLARD INC3 | PO BOX 1844 INVERNESS, FL 34451 | AFLAC | $16 | — | $16 | 0.03% |
| GRAVES INC3 | 5336 CAPTAINS CT NEW PORT RICHEY, FL 34652 | AFLAC | $15 | — | $15 | 0.03% |
| VINCENT KUCMIEROWSKI & ASSOC INC3 | 9012 LAKES BLVD WEST PALM BEACH, FL 33412 | AFLAC | $14 | — | $14 | 0.03% |
| JENNIFER L FOSS3 | 9034 E EASTER PL STE 202 CENTENNIAL, CO 80112 | AFLAC | $14 | — | $14 | 0.03% |
| GARY L. LAWSON3 Filed as: GARY HELTON | PO BOX 20561 BRADENTON, FL 34204 | AFLAC | $14 | — | $14 | 0.03% |
| OMER S BASS IV3 | 565 W GATEWAY CT MERRITT ISLAND, FL 32952 | AFLAC | $14 | — | $14 | 0.03% |
| TLW VENTURES LLC3 | 614 E HWY 50 338 CLERMONT, FL 34711 | AFLAC | $13 | — | $13 | 0.03% |
| TERRY ALAN EICHORST3 | 9838 HAMBLETON WAY CIR HOUSTON, TX 77065 | AFLAC | $12 | — | $12 | 0.02% |
| BRYCE DEL RIO3 | 1911 7TH ST SARASOTA, FL 34236 | AFLAC | $12 | — | $12 | 0.02% |
| THE PERRY GROUP INC3 | 1650 SAND LAKE RD STE 201D ORLANDO, FL 32809 | AFLAC | $12 | — | $12 | 0.02% |
| THOMAS A HOUSE3 | 1089 HARMONY LANE STE 1104 CLERMONT, FL 34711 | AFLAC | $12 | — | $12 | 0.02% |
| MARK WAYNE SPRADLING3 | 11 S JEFFERSON AVE STE A COOKEVILLE, TN 38501 | AFLAC | $11 | — | $11 | 0.02% |
| HEARTLAND BENEFITS INC3 | 233 EAST CENTER AVE SEBRING, FL 33870 | AFLAC | $11 | — | $11 | 0.02% |
| ROSWEN ENTERPRISES INC3 Filed as: ROSWEN INC | 1977 THE OAKS BLVD KISSIMEE, FL 34746 | AFLAC | $10 | — | $10 | 0.02% |
| JEFFREY C WEST3 | 21801 NORTHCREST DR APT # 2217 SPRING, TX 77388 | AFLAC | $10 | — | $10 | 0.02% |
| ANGELIQUE N LILES3 Filed as: ANGELIQUE LILIES | 4025 WOODLAND PARK BLVD STE 180 ARLINGTON, TX 76013 | AFLAC | $10 | — | $10 | 0.02% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $10 | — | $10 | 0.02% |
| MILLIE ESTRONZA3 | 5414 STERLING ROAD DAVIE, FL 33314 | AFLAC | $9 | — | $9 | 0.02% |
| MARK J ELLEMA3 | 3719 ALOHA DR SARASOTA, FL 34232 | AFLAC | $9 | — | $9 | 0.02% |
| BETH LUANNE KIMBROUGH3 | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $9 | — | $9 | 0.02% |
| LESLIE K KIMBROUGH3 | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $8 | — | $8 | 0.02% |
| ROBERT L TRAPNELL JR3 | 19 N INDIAN RIVER DR APT 701 COCOA, FL 32922 | AFLAC | $8 | — | $8 | 0.02% |
| BRETT D MARTIN3 | 2041 HOUNDSLAKE DR WINTER PARK, FL 32792 | AFLAC | $8 | — | $8 | 0.02% |
| MASSIMO & ASSOCIATES INC3 | 125 JERICHO TPKE STE 201 JERICHO, NY 11753 | AFLAC | $8 | — | $8 | 0.02% |
| KENNY H. POWELL3 Filed as: KENNY H POWELL | 507 QUAKER LAKE DR ARCHDALE, NC 27263 | AFLAC | $7 | — | $7 | 0.01% |
| RAM 1 INC3 | 1108 67TH STREET COURT E BRADENTON, FL 34208 | AFLAC | $7 | — | $7 | 0.01% |
| AIMEE BRANDON3 | 4025 WOODLAND PARK BLVD STE 120 ARLINGTON, TX 76013 | AFLAC | $7 | — | $7 | 0.01% |
| HR BENEFITS SERVICES, INC.3 Filed as: HR BENEFITS GROUP CORP | 24620 STATE ROAD 54 LUTZ, FL 33559 | AFLAC | $7 | — | $7 | 0.01% |
| MARY-ANNE MCKAY3 | 3360 TALLYWOOD CT SARASOTA, FL 34237 | AFLAC | $7 | — | $7 | 0.01% |
| ROBERT VICTOR WOERNER II3 | 1548 WATERBRIDGE CT FLEMING ISLAND, FL 32003 | AFLAC | $7 | — | $7 | 0.01% |
| RICHARD R KIMBROUGH3 | 1972 MURFIELD WAY SE PALM BAY, FL 32909 | AFLAC | $6 | — | $6 | 0.01% |
| MARY J PENN3 | 121 S TRIPLET LAKE DR CASSLEBERRY, FL 32707 | AFLAC | $6 | — | $6 | 0.01% |
| CHRISTOPHER M SKINNER3 | 2534 SUMMERDALE CT CLEARWATER, FL 33761 | AFLAC | $6 | — | $6 | 0.01% |
| ALFRED RIETKERK3 | 3120 NE 47TH ST FORT LAUDERDALE, FL 33308 | AFLAC | $5 | — | $5 | 0.01% |
| STEPHEN W CROTTS SR3 | 514 E 3RD ST UNIT C SILER CITY, NC 27344 | AFLAC | $5 | — | $5 | 0.01% |
| RICHARD C MURRAY3 | 591 RUTHERFORD BLVD SEBRING, FL 33875 | AFLAC | $5 | — | $5 | 0.01% |
| JOHN COLE3 | 6546 FARMER DENTON ROAD DENTON, NC 27239 | AFLAC | $5 | — | $5 | 0.01% |
| G SCOTT COOKE3 Filed as: SCOTT C BLACK | 5509 FORESTER POND AVE SARASOTA, FL 34243 | AFLAC | $4 | — | $4 | 0.01% |
| MARK HENDRYX3 | 1942 ESSEX PL ORLANDO, FL 32806 | AFLAC | $4 | — | $4 | 0.01% |
| PAUL C BLACK3 | 2002 YORKSHIRE DR WINTER PARK, FL 32792 | AFLAC | $4 | — | $4 | 0.01% |
| NICOLE ANN MAHER3 | 7501 142ND AVE LOT 407 LARGO, FL 33771 | AFLAC | $4 | — | $4 | 0.01% |
| KATHLEEN A WILLIAMS3 | 2411 COLON RD SANFORD, NC 27330 | AFLAC | $4 | — | $4 | 0.01% |
| ALFRED E DEVINE3 Filed as: ALFRED DEVINE | 324 DEVINE WAY SILER CITY, NC 27344 | AFLAC | $4 | — | $4 | 0.01% |
| JMG BUSINESS PARTNERS LLC3 Filed as: JMG BUSINESS PARTNERS | 1076 E BRANDON BLVD STE 112 BRANDON, FL 33511 | AFLAC | $4 | — | $4 | 0.01% |
| JOAN A FARNHAM3 | 5138 39TH ST W BRADENTON, FL 34210 | AFLAC | $3 | $0 | $3 | 0.01% |
| SHERRY A DISIMONE-DAWES3 | 700 ROANOKE PLACE SEBRING, FL 33870 | AFLAC | $3 | — | $3 | 0.01% |
| STEVEN KAISER3 | 4120 OLD BARK WAY CUMMING, GA 30041 | AFLAC | $3 | — | $3 | 0.01% |
| CARLOS V ESTRONZA3 | 5414 STIRLING RD DAVIE, FL 33314 | AFLAC | $3 | — | $3 | 0.01% |
| THE BINNACLE GROUP INC.3 Filed as: THE BINNACLE GROUP INC | 1339 ORCHID AVENUE WINTER PARK, FL 32789 | AFLAC | $3 | — | $3 | 0.01% |
| SUE EUSEPI AND ASSOC INC3 | PO BOX 631 JUPITER, FL 33468 | AFLAC | $3 | — | $3 | 0.01% |
| C HUDSON AND ASSOCIATES3 | 2843 TWIN PINE RD THOMSON, GA 30824 | AFLAC | $3 | — | $3 | 0.01% |
| TINA MARIE MURRAY3 | 591 RUTHERFORD BLVD SEBRING, FL 33875 | AFLAC | $3 | — | $3 | 0.01% |
| J C ADAMS INC3 | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $3 | — | $3 | 0.01% |
| DEREK R MANN3 | 5295 RIVERCHASE DR PHENIX CITY, AL 36867 | AFLAC | $2 | — | $2 | 0.00% |
| A & M BONURA & ASSOCIATES INC3 Filed as: A&M BONURA & ASSOCIATES INC | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | AFLAC | $2 | — | $2 | 0.00% |
| WILMA GALE JOHNSON3 | 4100 EL DORADO PKWY STE 100387 MCKINNEY, TN 75070 | AFLAC | $2 | — | $2 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $2 | — | $2 | 0.00% |
| ALEXANDRIA NICOLE ARNOLD3 | 4100 EL DORADO PKWY STE 100387 MCKINNEY, TX 75070 | AFLAC | $2 | — | $2 | 0.00% |
| JAMES R HAGLER3 | 184 S 3RD ST COCHRAN, GA 31014 | AFLAC | $2 | — | $2 | 0.00% |
| ROBERT P FERRONE3 | 1701 WILLIAMS CT APT 202 COLUMBUS, GA 31904 | AFLAC | $2 | — | $2 | 0.00% |
| BARBARA BELLAY3 | 10004 CORTEZ RD W APT 209 BRADENTON, FL 34210 | AFLAC | $1 | — | $1 | 0.00% |
| DANIEL J LONG3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $1 | — | $1 | 0.00% |
| DEXTER ANTONIO HARRIS3 | 100 GALLERIA PARKWAY STE 900 ATLANTA, GA 30339 | AFLAC | $1 | — | $1 | 0.00% |
| ROBERT PERRY EVANS JR3 | 1031 SADDLEBROOK DR LUCAS, TX 75002 | AFLAC | $1 | — | $1 | 0.00% |
| LARRY W NICHOLSON3 | 816 ACOMA ST UNIT 215 DENVER, CO 80204 | AFLAC | $1 | — | $1 | 0.00% |
| LARRY A WESTON JR3 | 321 WINDSOR RD GREENVILLE, NC 27858 | AFLAC | $1 | — | $1 | 0.00% |
| COADVANTAGE INSURANCE SOLUTIONS COR3 Filed as: COADVANTAGE INSURANCE SOLUTIONS | 135 W CENTRAL BLVD STE 600 ORLANDO, FL 32801 | AMERICAN HERITAGE LIFE | $1K | — | $1K | 10.77% |
| HOWARD LABOW3 | 666 DUNDEE RD STE 1603 NORTHBROOK, IL 60062 | AMERICAN HERITAGE LIFE | $790 | — | $790 | 7.41% |
| WILLIAM MAGEE3 | CO COADVANTAGE 135 W CENTRAL BLVD STE 600 ORLANDO, FL 328011820 | AMERICAN HERITAGE LIFE | $189 | — | $189 | 1.77% |
| ROBIN PONCE3 | 2849 ROXBURY ROAD WINTER PARK, FL 32789 | AFLAC | $1 | — | $1 | 1.69% |
| MERRITT ENTERPRISE LLC3 | 3518 BONNIE DR APOPKA, FL 32703 | AFLAC | $1 | — | $1 | 1.69% |
| THE MASTERS AGENCY INC3 | 2420 LAKE VISTA CT #114 CASSELBERRY, FL 32707 | AFLAC | $1 | — | $1 | 1.69% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COADVANTAGE RESOURCES, INC EIN 59-3434670 EMPLOYER | Plan Administrator Service code 14 | 3350 BUSHWOOD PARK DR SUITE 200 TAMPA, FL 33618 | $329K |
| THE ERISA ADVISORY GROUP EIN 45-2841488 INDEPENDENT FIDUCIARY | Named fiduciary Service code 31 | PO BOX 530669 HENDERSON, NV 89053 | $147K |
| CLIFTONLARSONALLEN EIN 41-0746749 INDEPENDENT AUDITOR | Accounting (including auditing) Service code 10 | 141 AVENUE C SW STE 160 WINTER HAVEN, FL 33880 | $37K |
| SCHIFF HARDIN, LLP EIN 36-3184453 LEGAL ADVISOR | Legal Service code 29 | 233 SOUTH WACKER DR STE 6600 CHICAGO, IL 60606 | $16K |
| CFO ALLIANCE EIN 26-1659756 CONSULTANT | Consulting (general) Service code 16 | PO BOX 340470 TAMPA, FL 33694 | $14K |
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 | 24,582 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 176 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 24,758 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | AETNA LIFE INSURANCE CO | 3,690 | $17.1M |
| Dental(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO | 25,543 | $12.2M |
| Vision(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO | 10,035 | $17.6M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 18,319 | $3.5M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,743 | $2.3M |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 18,319 | $5.2M |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS BLUE SHEILD OF FLORIDA | 4,518 | $51.4M |
| Other(5 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 21,691 | $3.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,543 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.