| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: DIGITAL INSURANCE INC-GA | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | HUMANA MEDICAL PLAN, INC. | $206K | $15K | $220K | 5.41% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N MARTINGALE RD STE 100 SCHAUMBURG, IL 60173 | HUMANA MEDICAL PLAN, INC. | $79K | $0 | $79K | 1.95% |
| THE STONER ORGANIZATION3 | 700 CENTRAL AVE SUITE 300 ST PETERSBURG, FL 33701 | HUMANA MEDICAL PLAN, INC. | $0 | $162 | $162 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 20 N MARTINGALE RD SCHAUMBURG, IL 60173 | HUMANA INSURANCE COMPANY | $19K | $0 | $19K | 2.98% |
| ENROLLEASE3 Filed as: DIGITAL INSURANCE INC-GA | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | HUMANA INSURANCE COMPANY | -$1K | $18K | $16K | 2.56% |
| THE STONER ORGANIZATION3 | 700 CENTRAL AVE SUITE 300 ST PETERSBURG, FL 33701 | HUMANA INSURANCE COMPANY | $44 | $5 | $49 | 0.01% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.19% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $0 | $5K | 14.02% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $3K | $3K | 7.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: ASSURANCE,A MARSH & MCLENNAN AGENCY | 20 NORTH MARTINGALE ROAD SUITE 100 SCHAUMBURG, IL 60173 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.98% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 14.32% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: ASSURANCE,A MARSH & MCLENNAN AGENCY | 20 NORTH MARTINGALE ROAD SUITE 100 SCHAUMBURG, IL 60173 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.68% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.07% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 14.52% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: ASSURANCE,A MARSH & MCLENNAN AGENCY | 20 NORTH MARTINGALE ROAD SUITE 100 SCHAUMBURG, IL 60173 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.47% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.89% |
| B3 ENROLLMENT SERVICES, LLC3 | 211 GREENWICH ROAD CHARLOTTE, NC 28211 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | $0 | $13K | 49.45% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY ATLANTA, GA 30339 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 9.24% |
| TRILOGY BENEFITS CONSULTING LLC3 | 11635 GROVE ST SEMINOLE, FL 33772 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $341 | $0 | $341 | 1.31% |
| JANET S DOHERTY3 | 1302 W AJO WAY UNIT 230 TUSCAN, AZ 85713 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.32% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 | 3909 SHORESIDE CIRCLE TAMPA, FL 33624 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $69 | $0 | $69 | 0.26% |
| CONSTANCE A SMITH3 | 2601 GLOROSIA DRIVE PALM HARBOR, FL 34684 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $64 | $0 | $64 | 0.25% |
| AFFORDABLE BENEFITS SOLUTIONS INC3 Filed as: AFFORDABLE INSURANCE SOLUTIONS INC | 11444 GRAND BAY BLVD CLERMONT, FL 34711 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $56 | $0 | $56 | 0.22% |
| FESSLER AGENCY INC3 Filed as: THE FESSLER AGCY INC | 3165 MCMULLEN BOOTH RD CLEARWATER, FL 33761 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $49 | $0 | $49 | 0.19% |
| GREGORY ALLEN BATTEN3 | 2026 DOWN HOLLOW LN WINDERMERE, FL 34786 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $44 | $0 | $44 | 0.17% |
| DANIELS SOLUTIONS LLC3 | 13650 W HILLSBOROUGH AVE GREATER TAMPA, FL 33635 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.15% |
| VLDCO ENTERPRISE LLC3 | 136 33RD AVE NORTH ST PETERSBURG, FL 33704 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.12% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.05% |
| CORCORAN & HOYT LLC3 | 3905 TAMPA ROAD OLDSMAR, FL 34677 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.03% |
| SCHMIDT BENEFIT GROUP INC3 | 512 LYONS BAY ROAD NOKOMIS, FL 34275 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $0 | $3K | 14.22% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $1K | $1K | 6.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: ASSURANCE,A MARSH & MCLENNAN AGENCY | 20 NORTH MARTINGALE RD SUITE 100 SCHAUMBURG, IL 60173 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.78% |
| B3 ENROLLMENT SERVICES, LLC3 | 211 GREENWICH ROAD CHARLOTTE, NC 28211 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $0 | $8K | 50.59% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 13.64% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: ASSURANCE,A MARSH & MCLENNAN AGENCY | 20 NORTH MARTINGALE ROAD SUITE 100 SCHAUMBURG, IL 60173 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $953 | $0 | $953 | 6.35% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $420 | $420 | 2.80% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE. 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $434 | $0 | $434 | 14.54% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: ASSURANCE,A MARSH & MCLENNAN AGENCY | 20 NORTH MARTINGALE ROAD SUITE 100 SCHAUMBURG, IL 60173 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $163 | $0 | $163 | 5.46% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $33 | $33 | 1.11% |
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 | 413 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 45 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 458 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA MEDICAL PLAN, INC. | 605 | $4.7M |
| Dental(2 contracts, 2 carriers) | HUMANA MEDICAL PLAN, INC. | 605 | $4.7M |
| Vision(2 contracts, 2 carriers) | HUMANA MEDICAL PLAN, INC. | 605 | $4.7M |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 254 | $113K |
| Short-term disability(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 92 | $59K |
| Long-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 96 | $63K |
| Other(5 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 254 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 605 | — |
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.