| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 8.67% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.25% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 11.36% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.58% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD RD STE 300 KIRKWOOD, MO 63122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.80% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $1K | $3K | 11.49% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD RD STE 300 SAINT LOUIS, MO 63122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.14% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.09% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $932 | $0 | $932 | 3.96% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $681 | $0 | $681 | 2.89% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $166 | $0 | $166 | 0.71% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $166 | $0 | $166 | 0.71% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | TRANSAMERICA LIFE INSURANCE COMPANY | $82 | $0 | $82 | 0.35% |
| M.E. WILSON COMPANY, LLC3 Filed as: ME WILSON COMPANY LLC | 300 W PLATT ST STE 200 TAMPA, FL 33606 | TRANSAMERICA LIFE INSURANCE COMPANY | $15 | $0 | $15 | 0.06% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | TRANSAMERICA LIFE INSURANCE COMPANY | $12 | $0 | $12 | 0.05% |
| ENROLLMENT ALLIANCE LLC3 Filed as: ENROLLMENT ALLIANCE, LLC | 1302 N 19TH STREET STE 150 TAMPA, FL 33605 | TRANSAMERICA LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.05% |
| ENROLLMENT ALLIANCE LLC3 | 1302 N 19TH ST STE 150 TAMPA, FL 33605 | TRANSAMERICA LIFE INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $912 | $972 | $2K | 12.00% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $658 | $0 | $658 | 4.19% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD RD STE 300 SAINT LOUIS, MO 63122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $638 | $638 | 4.06% |
| ENROLLEASE3 Filed as: ONEDIGITAL HEALTH AND BENEFITS | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | HEALTHIEST YOU | $8K | $0 | $8K | 55.41% |
| M.E. WILSON COMPANY, LLC3 | 45 EGLIN PKWY NE, STE 202 FORT WALTON BEACH, FL 32548 | HEALTHIEST YOU | $6K | $0 | $6K | 44.59% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PKWY SE STE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $469 | $222 | $691 | 8.18% |
| M.E. WILSON COMPANY, LLC3 | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $375 | $0 | $375 | 4.44% |
| CENTRO BENEFITS RESEARCH LLC3 Filed as: CENTRO BENEFITS RESEARCH, LLC | 325 N KIRKWOOD RD STE 300 SAINT LOUIS, MO 63122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $329 | $329 | 3.90% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, STE 1950 ATLANTA, GA 30339 | UNITEDHEALTHCARE INSURANCE COMPANY | $654 | $0 | $654 | 8.56% |
| M.E. WILSON COMPANY, LLC3 Filed as: M E WILSON COMPANY, LLC | 300 W PLATT ST, STE 200 TAMPA, FL 33606 | UNITEDHEALTHCARE INSURANCE COMPANY | $361 | $0 | $361 | 4.73% |
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 | 134 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 136 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 103 | $48K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 111 | $8K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 136 | $8K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 136 | $27K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 46 | $16K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 136 | $71K |
| 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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.