| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LION SHARE HOLDINGS DBA ME WILSON3 Filed as: LION SHARE HOLDINGS | 300 W PLATT ST TAMPA, FL 33606 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $69K | $69K | 3.74% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DR ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $11K | $28K | 15.54% |
| M.E. WILSON COMPANY, LLC Filed as: ME WILSON CO INC | PO BOX 373 TAMPA, FL 33601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18K | — | $18K | 10.24% |
| HEIL BUSINESS SOLUTIONS CORPORATION | 4921 PENNSBURY DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 3.46% |
| PAUL AQUILINO | 16228 PEBBLEBROOK DR TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $490 | $3K | 1.78% |
| TAMARA ANN BUSCHER Filed as: TAMARA GAIL COPELAND | 7408 VAN DYKE RD ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $518 | $3K | 1.67% |
| RONALD SADOFSKY | 2827 TORRANCE DR LAND O LAKES, FL 34638 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.64% |
| WILLIAM E GECEWICZ | 11113 LAKESIDE VISTA DR RIVERVIEW, FL 33569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $589 | $77 | $666 | 0.37% |
| BRYAN ANTHONY GONZALEZ | 8408 QUARTZ PL TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $355 | $22 | $377 | 0.21% |
| ANDERSON BENEFIT SOLUTIONS | 7408 VAN DYKE ROAD ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $23 | $55 | 0.03% |
| MICHAEL D MCMULLEN | 3726 VILLAGE ESTATES PLACE TAMPA, FL 33618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.02% |
| JADE COMPANIES LLC Filed as: JADE ALEXANDRA DAVIS | 215 CENTRAL AVE #3H ST PETERSBURG, FL 33701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| LIONS SHARE HOLDING, INC3 Filed as: LIONS SHARE HOLDING INC DBA ME | 300 W PLATT ST #200 TAMPA, FL 33606 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 3.86% |
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 | 373 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 373 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 326 | $1.9M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 257 | $86K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 373 | $179K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 373 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.