| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BALDWIN KRYSTYN SHERMAN PARTNERS3 | 4010 BOY SCOUT BLVD. SUITE 200 TAMPA, FL 33607 | SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | — | $13K | 6.37% |
| ROBERT M GLASS CORP3 Filed as: ROBERT M GLASS CORP. | 1600 S. FEDERAL HIGHWAY SUITE 801-D POMPANO BEACH, FL 33062 | ALLSTATE | $281 | — | $281 | 18.18% |
| EAST & GREENWELL INS. INC.3 | 23021 GRAND OAK SHOPPES BLVD SUITE 308 ESTERO, FL 33928 | ALLSTATE | $180 | — | $180 | 11.64% |
| RAMON J FRIAS INC3 Filed as: RAMON J FRIAS INC. | 6238 NW 38TH DRIVE CORAL SPRINGS, FL 33067 | ALLSTATE | $117 | — | $117 | 7.57% |
| MICHELLE LAMPERT3 | 4451 N FEDERAL HIGHWAY APT 208 POMPANO BEACH, FL 33064 | ALLSTATE | $116 | — | $116 | 7.50% |
| NESTOR URIBE3 | PO BOX 294082 BOCA RATON, FL 33432 | ALLSTATE | $101 | — | $101 | 6.53% |
| DANIEL P HACKETT3 | 70 E LAKEWOOD BLVD HOLLAND, MI 49424 | ALLSTATE | $41 | — | $41 | 2.65% |
| EAST & GREENWELL INS. INC.3 Filed as: EAST & GREENWELL INSURANCE INC. | 841 VANDERBILT BEACH ROAD NAPLES, FL 34108 | ALLSTATE | $31 | — | $31 | 2.01% |
| ROBERT M GLASS CORP3 Filed as: ROBERT M GLASS | 1600 S FEDERAL HIGHWAY SUITE 801-D POMPANO BEACH, FL 33062 | ALLSTATE | $26 | — | $26 | 1.68% |
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 | 264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 274 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | GERBER LIFE INSURANCE COMPANY | 214 | $310K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 266 | $209K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 275 | $12K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 266 | $209K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 266 | $209K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 266 | $209K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 214 | $309K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 266 | $209K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 275 | — |
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."
No prospect flags tripped on this filing.