| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP, INC. | P.O. BOX 3158 PONTE VERDA, FL 320043158 | FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. | — | $12K | $12K | 8.80% |
| MFB FINANCIAL INC3 Filed as: MFB FINANCIAL, INC. | 1200 PLANTATION ISLAND DRIVE S SUITE 210 ST. AUGUSTINE, FL 320803115 | FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. | — | $3K | $3K | 2.13% |
| HEIDI HANSEN3 | 12 FOX VALLEY DR ORANGE PARK, FL 32073 | AFLAC | $4K | $206 | $4K | 6.09% |
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP INC | P.O. BOX 3158 PONTE VEDRA BEACH, FL 32204 | AFLAC | $1K | — | $1K | 2.00% |
| JAMEY MILLER INC3 Filed as: JAMEY MILLER, INC. | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $726 | $41 | $767 | 1.26% |
| TRACI R BATTEN3 Filed as: TRACI BATTEN | 144 BRIDGEPORT CT ROCKY MOUNT, NC 27804 | AFLAC | $388 | $41 | $429 | 0.70% |
| FRAN C HARGARTEN III3 Filed as: FRAN HARGARTEN, III | 1140 MOSSY ROCK RD NW KENNESAW, GA 30152 | AFLAC | $297 | — | $297 | 0.49% |
| SHADEL & ASSOCIATES LLC3 | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $282 | — | $282 | 0.46% |
| THOMAS JAMES OLLER3 Filed as: THOMAS OLLER | 2010 COPPER CREEK DR UNIT C FLEMING ISLAND, FL 32003 | AFLAC | $282 | — | $282 | 0.46% |
| CHRIS GUZEWICH3 | 1007 DRAKE FEATHER DR ORANGE PARK, FL 32065 | AFLAC | $225 | — | $225 | 0.37% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $196 | $26 | $222 | 0.36% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $118 | — | $118 | 0.19% |
| JIMMY D BOONE3 Filed as: JIMMY BOONE | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC | $63 | — | $63 | 0.10% |
| CHRISTINE M SINTAY3 Filed as: CHRISTINE SINTAY | P.O. BOX 540246 GREENACRES, FL 33454 | AFLAC | $62 | — | $62 | 0.10% |
| BRANDON C ADAMS3 | 321 SOUTHLAKE DR SAINT AUGUSTINE, FL 32092 | AFLAC | $54 | — | $54 | 0.09% |
| LINDA LITTLE3 Filed as: LINDA L LITTLE | 6565 PERKINS DR MACON, GA 31216 | AFLAC | $50 | — | $50 | 0.08% |
| J C ADAMS INC3 | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $30 | — | $30 | 0.05% |
| BANYASH & ASSOCIATES INC3 | 11097 PARKSIDE PRESERVE WAY JACKSONVILLE, FL 32257 | AFLAC | $26 | — | $26 | 0.04% |
| NICOLE SMITH3 | 1070 ARLINGWOOD AVE JACKSONVILLE, FL 32211 | AFLAC | $12 | — | $12 | 0.02% |
| MFB FINANCIAL DBA THE BAILEY GROUP3 | 1200 PLANTATION ISLAND DR SUITE 210 SAINT AUGUSTINE, FL 32080 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $2K | $4K | 6.84% |
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP | P.O. BOX 3158 PONTE VEDRA BEACH, FL 32004 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 5.58% |
| WILLIAM PATRICK DOSTALER3 Filed as: WILLIAM T CUMMINGS | 2095 SALT MYRTLE LANE FLEMING ISLAND, FL 32003 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 5.58% |
| HEIDI HANSEN3 | 12 FOX VALLEY DR ORANGE PARK, FL 32073 | AFLAC | $2K | $89 | $2K | 3.83% |
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP, INC. | P.O. BOX 3158 PONTE VEDRA BEACH, FL 32204 | AFLAC | $586 | — | $586 | 1.31% |
| PLUS BENEFITS UNLIMITED, INC.3 | 3680 COQUINAKEY DR SE ST PETERSBURG, FL 33705 | AFLAC | $401 | — | $401 | 0.90% |
| JAMEY MILLER INC3 | 4811 BEACH BLVD SUITE 107 JACKSONVILLE, FL 32207 | AFLAC | $348 | $18 | $366 | 0.82% |
| LINDA LITTLE3 | 6565 PERKINS DR MACON, GA 31216 | AFLAC | $282 | — | $282 | 0.63% |
| FRAN C HARGARTEN III3 Filed as: FRAN HARGARTEN III | 1140 MOSSY ROCK RD NW KENNESAW, GA 30152 | AFLAC | $245 | — | $245 | 0.55% |
| TRACI R BATTEN3 Filed as: TRACI BATTEN | 144 BRIDGEPORT CT ROCKY MOUNT, NC 27804 | AFLAC | $168 | $17 | $185 | 0.41% |
| DAVID K MOBLEY3 Filed as: DAVID MOBLEY | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $156 | — | $156 | 0.35% |
| CHRIS GUZEWICH3 | 1007 DRAKEFEATHER DRIVE ORANGE PARK, FL 32065 | AFLAC | $124 | — | $124 | 0.28% |
| THOMAS JAMES OLLER3 Filed as: THOMAS OLLER | 2010 COPPER CREEK DR UNIT C FLEMING ISLAND, FL 32003 | AFLAC | $124 | — | $124 | 0.28% |
| R GRIFFIN JR3 | 116 N DAWSON ST THOMASVILLE, GA 31792 | AFLAC | $118 | — | $118 | 0.26% |
| SHADEL & ASSOCIATES LLC3 | 4811 BEACH BLVD SUITE 107 JACKSONVILLE, FL 32207 | AFLAC | $117 | — | $117 | 0.26% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $87 | $14 | $101 | 0.23% |
| VERA I CRUICE3 Filed as: VERA CRUICE | 7121 TARPON COURT FLEMING ISLAND, FL 32003 | AFLAC | $87 | — | $87 | 0.19% |
| JAMES ARTHUR HARBOUR3 Filed as: JAMES HARBOUR | 1100 ALAKEA ST STE 3200 HONOLULU, HI 96813 | AFLAC | $71 | — | $71 | 0.16% |
| J W GRIMES INC3 | 7659 HERITAGE CROSSING WAY REUNION, FL 34747 | AFLAC | $69 | — | $69 | 0.15% |
| JIMMY D BOONE3 Filed as: JIMMY BOONE | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC | $63 | — | $63 | 0.14% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $47 | — | $47 | 0.10% |
| BRANDON ADAMS3 | 321 SOUTHLAKE DR SAINT AUGUSTINE, FL 32092 | AFLAC | $47 | — | $47 | 0.10% |
| J C ADAMS INC3 | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $44 | — | $44 | 0.10% |
| NICOLE SMITH3 | 1070 ARLINGWOOD AVE JACKSONVILLE, FL 32211 | AFLAC | $36 | — | $36 | 0.08% |
| ELAINE COX3 | 3355 DOROTHEA RD JACKSONVILLE, FL 32216 | AFLAC | $33 | — | $33 | 0.07% |
| CHRISTINE M SINTAY3 Filed as: CHRISTINE SINTAY | P.O. BOX 540246 GREENACRES, FL 33454 | AFLAC | $29 | — | $29 | 0.06% |
| LAURA HEILIG3 | 13768 OAK TREE TER JACKSONVILLE, FL 32224 | AFLAC | $17 | — | $17 | 0.04% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR | 19 N INDIAN RIVER DR APT 701 COCOA, FL 32922 | AFLAC | $17 | — | $17 | 0.04% |
| VICKI M DICKERT3 Filed as: VICKI DICKERT | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $15 | — | $15 | 0.03% |
| BAYNASH & ASSOCIATES INC3 | 11097 PARKSIDE PRESERVE WAY JACKSONVILLE, FL 32257 | AFLAC | $4 | — | $4 | 0.01% |
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP, INC. | P.O. BOX 3158 PONTE VEDRA, FL 320043158 | HUMANA INSURANCE COMPANY | $1K | — | $1K | 5.67% |
| MFB FINANCIAL INC3 Filed as: MFB FINANCIAL, INC. | 1200 PLANTATION ISLAND DR. SUITE 210 ST AUGUSTINE, FL 320803115 | HUMANA INSURANCE COMPANY | $361 | $174 | $535 | 2.97% |
| CUMMINGS, WILLIAM T3 | 8833 PERIMETER PARK BLVD. SUITE 703 JACKSONVILLE, FL 322161113 | HUMANA INSURANCE COMPANY | $402 | — | $402 | 2.23% |
| HEIDI HANSEN3 | 12 FOX VALLEY DR ORANGE PARK, FL 32073 | AFLAC | $506 | $52 | $558 | 5.56% |
| HAUGHT FINANCIAL GRP INC3 | P.O. BOX 3158 PONTE VERDA BEACH, FL 32204 | AFLAC | $188 | — | $188 | 1.87% |
| JAMEY MILLER INC3 Filed as: JAMEY MILLER, INC. | 4811 BEACH BLVD SUITE 107 JACKSONVILLE, FL 32207 | AFLAC | $113 | $10 | $123 | 1.22% |
| TRACI R BATTEN3 Filed as: TRACI BATTEN | 144 BRIDGEPORT CT ROCKY MOUNT, NC 27804 | AFLAC | $61 | $11 | $72 | 0.72% |
| SHADEL & ASSOCIATES LLC3 | 4811 BEACH BLVD SUITE 107 JACKSONVILLE, FL 32207 | AFLAC | $44 | — | $44 | 0.44% |
| THOMAS JAMES OLLER3 | 2010 COPPER CREEK DR UNIT C FLEMING ISLAND, FL 32003 | AFLAC | $42 | — | $42 | 0.42% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N ANDREWS AVE SUITE 200 FT LAUDERDALE, FL 33309 | AFLAC | $31 | $7 | $38 | 0.38% |
| CHRIS GUZEWICH3 | 1007 DRAKE FEATHER DR ORANGE PARK, FL 32065 | AFLAC | $32 | — | $32 | 0.32% |
| FRAN C HARGARTEN III3 Filed as: FRAN HARGARTEN III | 1140 MOSSY ROCK RD NW KENNESAW, GA 30152 | AFLAC | $24 | — | $24 | 0.24% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $20 | — | $20 | 0.20% |
| PLUS BENEFITS UNLIMITED, INC.3 | 3680 COQUINAKEY DR SE ST PETERSBURG, FL 33705 | AFLAC | $17 | — | $17 | 0.17% |
| DAVID K MOBLEY3 Filed as: DAVID MOBLEY | 3812 VALVERDE CIR JACKSONVILLE, FL 32224 | AFLAC | $17 | — | $17 | 0.17% |
| MATTHEW SHANE STRONG3 Filed as: MATTHEW STRONG | 4437 SOUNDSIDE DR GULF BREEZE, FL 32563 | AFLAC | $16 | — | $16 | 0.16% |
| LINDA LITTLE3 | 6565 PERKINS DR MACON, GA 31216 | AFLAC | $15 | — | $15 | 0.15% |
| VICKI M DICKERT3 Filed as: VICKI DICKERT | 258 SEAVIEW AVE DAYTONA BEACH, FL 32118 | AFLAC | $15 | — | $15 | 0.15% |
| VERA I CRUICE3 Filed as: VERA CRUICE | 7121 TARPON COURT FLEMING ISLAND, FL 32003 | AFLAC | $12 | — | $12 | 0.12% |
| THE HORTON GROUP3 Filed as: R HORTON GRIFFIN JR | 116 N DAWSON ST THOMASVILLE, GA 31792 | AFLAC | $9 | — | $9 | 0.09% |
| JIMMY D BOONE3 Filed as: JIMMY BOONE | 5346 DOMINICA CIR SARASOTA, FL 34233 | AFLAC | $9 | — | $9 | 0.09% |
| J W GRIMES INC3 | 7659 HERITAGE CROSSING WAY REUNION, FL 34747 | AFLAC | $8 | — | $8 | 0.08% |
| CHRISTINE M SINTAY3 Filed as: CHRISTINE SINTAY | P.O. BOX 540246 GREENACRES, FL 33454 | AFLAC | $8 | — | $8 | 0.08% |
| J C ADAMS INC3 | 5631 NE 31ST TER OCALA, FL 34479 | AFLAC | $5 | — | $5 | 0.05% |
| BRANDON ADAMS3 | 321 SOUTHLAKE DT SAINT AUGUSTINE, FL 32092 | AFLAC | $5 | — | $5 | 0.05% |
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP, INC | P.O. BOX 3158 PONTE VEDRA BEACH, FL 32004 | UNION SECURITY INSURANCE COMPANY | $229 | — | $229 | 7.73% |
| MFB FINANCIAL DBA THE BAILEY GROUP3 | 1200 PLANTATION ISLAND DR STE 210 ST AUGUSTINE, FL 32080 | UNION SECURITY INSURANCE COMPANY | $102 | — | $102 | 3.44% |
| DWIGHT PIERCE C/O BENEFITS SERVICES3 | 8833 PERIMETER PARK BLVD SUITE 802 JACKSONVILLE, FL 32216 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | — | $11 | 1.02% |
| THOMAS O'NEAL DOUGLAS JR3 Filed as: THOMAS O'NEAL DOUGLAS, JR | 7936 PINE LAKE RD JACKSONVILLE, FL 32256 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6 | — | $6 | 0.56% |
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 | 414 | 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) | 416 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA HEATLH, INC. | 338 | $1.6M |
| Dental | FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. | 253 | $135K |
| Vision | HUMANA INSURANCE COMPANY | 187 | $18K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 361 | $54K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 6 | $3K |
| Other(4 contracts, 2 carriers) | AFLAC | 361 | $168K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 361 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.