| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA ONTARIO3 Filed as: INSURANCE OFFICE OFAMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $0 | $150K | $150K | 3.75% |
| INSURANCE OFFICE OF AMERICA ONTARIO3 Filed as: INSURANCE OFFICE OFAMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $104K | $17K | $121K | 12.78% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $8K | 9.44% |
| MJ INSURANCE3 Filed as: EDWARD CARPENTER AND VARIOUS AGENTS | 67 LAKE HENRY DRIVE LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $221 | $3K | 3.37% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $889 | $3K | 3.11% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $314 | $1K | 1.77% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $758 | $568 | $1K | 1.58% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $709 | $145 | $854 | 1.02% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $534 | $158 | $692 | 0.83% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $567 | $4K | 7.06% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $900 | $483 | $1K | 2.51% |
| MJ INSURANCE3 Filed as: EDWARD A. GUY JR AND VARIOUS AGENTS | 716 RED FERN ROAD TALLAHASSEE, FL 32308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $49 | $1K | 2.20% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $660 | $124 | $784 | 1.42% |
| KENNETH A HOLDER3 Filed as: KENNETH A. HOLDER | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $595 | $77 | $672 | 1.22% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $372 | $176 | $548 | 1.00% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $392 | $61 | $453 | 0.82% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $6K | 10.93% |
| MJ INSURANCE3 Filed as: MICHAEL G. BOYCE AND VARIOUS AGENTS | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $251 | $2K | 3.94% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $596 | $2K | 3.20% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $742 | $232 | $974 | 1.89% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $499 | $450 | $949 | 1.84% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $473 | $115 | $588 | 1.14% |
| OMAR ENRIQUE FIGUEROA3 | 3424 DOUGLAS COURT KISSIMMEE, FL 34746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $443 | $69 | $512 | 0.99% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $7K | 16.17% |
| MJ INSURANCE3 Filed as: MICHAEL G. BOYCE AND VARIOUS AGENTS | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $260 | $2K | 5.47% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $920 | $2K | 4.61% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $588 | $695 | $1K | 2.99% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $829 | $348 | $1K | 2.74% |
| EDWARD THOMAS CARPENTER3 | 67 LAKE HENRY DRIVE LAKE PLACID, FL 33852 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $981 | $63 | $1K | 2.43% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $513 | $140 | $653 | 1.52% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $8K | 22.28% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 10.20% |
| COLLEEN ODONNELL PRUITT3 Filed as: COLLEEN O. PRUITT AND OTHER AGENTS | 4937 WANSLEY DRIVE ORLANDO, FL 32812 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $192 | $2K | 6.00% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $838 | $422 | $1K | 3.58% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $514 | $689 | $1K | 3.42% |
| KENNETH A HOLDER3 Filed as: KENNETH A. HOLDER | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $899 | $146 | $1K | 2.97% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $685 | $233 | $918 | 2.61% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $700 | $3K | 11.18% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $699 | $442 | $1K | 3.70% |
| OMAR ENRIQUE FIGUEROA3 | 3424 DOUGLAS COURT KISSIMMEE, FL 34746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $742 | $123 | $865 | 2.81% |
| MJ INSURANCE3 Filed as: MICHAEL G. BOYCE AND VARIOUS AGENTS | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $784 | $79 | $863 | 2.80% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $495 | $154 | $649 | 2.11% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $325 | $310 | $635 | 2.06% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $259 | $58 | $317 | 1.03% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 14.50% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH AND OTHER AGENTS | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $236 | $2K | 5.45% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $710 | $574 | $1K | 4.24% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $563 | $227 | $790 | 2.61% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $362 | $400 | $762 | 2.51% |
| OMAR ENRIQUE FIGUEROA3 | 3424 DOUGLAS COURT KISSIMMEE, FL 34746 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $455 | $83 | $538 | 1.77% |
| KENNETH A HOLDER3 Filed as: KENNETH A. HOLDER | 870 GREENSHANK DRIVE HAINES CITY, FL 33844 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $436 | $54 | $490 | 1.62% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $446 | $3K | 8.79% |
| MJ INSURANCE3 Filed as: JOEL S. LUCAS AND VARIOUS AGENTS | 2129 SOUTH BELAIR DRIVE MOSES LAKE, WA 98837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $746 | $26 | $772 | 2.65% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $422 | $268 | $690 | 2.37% |
| LIZBETH RAMON3 | 16128 APPENNINE DRIVE BROOKSVILLE, FL 34601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $468 | $80 | $548 | 1.88% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $411 | $105 | $516 | 1.77% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $232 | $146 | $378 | 1.30% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $223 | $37 | $260 | 0.89% |
| INSURANCE OFFICE OF AMERICA3 Filed as: INSURANCE OFFICE OF AMERICA, INC. | 1855 WEST STATE ROAD 434 LONGWOOD, FL 32750 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $884 | $4K | 14.27% |
| WORKSITE BENEFITS SOLUTION LLC3 Filed as: WORKSITE BENEFITS SOLUTION, LLC | 2622 WYMAN CIRCLE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $990 | $2K | 7.43% |
| MJ INSURANCE3 Filed as: DEBRA D. AMOEDO AND VARIOUS AGENTS | 12750 GRECO DRIVE ORLANDO, FL 32824 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $65 | $1K | 4.11% |
| SARAH WEYMOUTH3 Filed as: SARAH WEYMOUTH, LLC | 107 OCEAN TERRACE INDIALANTIC, FL 32903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $479 | $178 | $657 | 2.39% |
| CALVON Y BUCZKOWSKI3 Filed as: CALVON Y. BUCZKOWSKI | 204 COVERED BRIDGE DRIVE OCOEE, FL 34761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $293 | $301 | $594 | 2.16% |
| JENNIFER WEYMOUTH RESMONDO3 Filed as: JENNIFER WEYMOUTH, LLC | 2940 OAKTREE DRIVE KISSIMMEE, FL 34744 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | $83 | $379 | 1.38% |
| MICHAEL G BOYCE3 Filed as: MICHAEL G. BOYCE | 518 TENNESSEE AVENUE SAINT CLOUD, FL 34769 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $200 | $71 | $271 | 0.98% |
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 | 972 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 972 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 448 | $5.4M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,023 | $950K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,023 | $950K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,023 | $950K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,023 | $950K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,023 | $950K |
| Prescription drug(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 448 | $5.4M |
| Other(10 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,023 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,023 | — |
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.