| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CASE BENEFIT CONSULTANTS3 Filed as: CASE BENEFIT CONSULTANTS, LLC | 4760 TAMIAMI TRAIL N SUITE 25 NAPLES, FL 34103 | BLUE CROSS BLUE SHIELD OF FLORIDA | $28K | — | $28K | 6.00% |
| GIONIS & ASSOCIATES INC3 Filed as: GIONIS & ASSOCIATES INC. | 10923 COUNTRYWAY BLVD. TAMPA, FL 336262630 | BLUE CROSS BLUE SHIELD OF FLORIDA | $6K | — | $6K | 6.00% |
| CASE BENEFIT CONSULTANTS3 | 4760 TAMIAMI TRAIL N SUITE 25 NAPLES, FL 34103 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $2K | $5K | 17.08% |
| MARK S METTILLE3 | 107 CANDLELIGHT LANE MORRIS, IL 60450 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 8.00% |
| ALLIANCE FINANCIAL GROUP3 | 14021 METROPOLIS AVENUE FORT MYERS, FL 33912 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $43 | — | $43 | 0.16% |
| MICHAEL BOTELLO3 | 310 TRUMAN AVENUE LEHIGH ACRES, FL 33936 | ALLSTATE | $1K | — | $1K | 11.12% |
| CASE BENEFIT CONSULTANTS3 Filed as: CASE BENEFIT CONSULTANTS, LLC | 4760 TAMIAMI TRAIL N #25 NAPLES, FL 34103 | ALLSTATE | $751 | — | $751 | 6.17% |
| SARA BENJAMIN3 | 3118 GULF TO BAY BLVD. SUITE 105 CLEARWATER, FL 33759 | ALLSTATE | $174 | — | $174 | 1.43% |
| GREG L BENJAMIN3 Filed as: GREG BENJAMIN | 3118 GULF TO BAY BLVD. SUITE 105 CLEARWATER, FL 33759 | ALLSTATE | $93 | — | $93 | 0.76% |
| WORKPLACE EMPLOYEE BNFT SVCS3 Filed as: WORKPLACE EMPLOYEE BENEFIT SVCS | 1240 W MARKET STREET LIMA, OH 45802 | ALLSTATE | $47 | — | $47 | 0.39% |
| GREG L BENJAMIN3 Filed as: GREG L. BENJAMIN | 3118 GULF TO BAY BLVD. SUITE 100 CLEARWATER, FL 33759 | ALLSTATE | $41 | — | $41 | 0.34% |
| DAVID MCGUCKIN3 | 622 CENTER STREET HURON, OH 44839 | ALLSTATE | $37 | — | $37 | 0.30% |
| RANDY BARTLEIN3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | ALLSTATE | $2 | — | $2 | 0.02% |
| CASE BENEFIT CONSULTANTS3 Filed as: CASE BENEFIT CONSULTANTS LLC | 4760 TAMIAMI TRAIL N #25 NAPLES, FL 34103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $896 | — | $896 | 13.23% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $400 | $400 | 5.91% |
| MARK S METTILLE3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $206 | $206 | 3.04% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $186 | $186 | 2.75% |
| GCD INSURANCE CONSULTANTS INC3 Filed as: GCD INSURANCE CONSULTANTS | 10923 COUNTRYWAY BLVD. TAMPA, FL 33626 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $88 | — | $88 | 1.30% |
| CASE BENEFIT CONSULTANTS3 Filed as: CASE BENEFIT CONSULTANTS LLC | 4760 TAMIAMI TRAIL N #25 NAPLES, FL 34103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $750 | — | $750 | 11.34% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $346 | $346 | 5.23% |
| MARK METTILLE3 Filed as: MARK S METTLE | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $188 | $188 | 2.84% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $182 | $182 | 2.75% |
| GCD INSURANCE CONSULTANTS INC3 Filed as: GCD INSURANCE CONSULTANTS INC. | 10923 COUNTRYWAY BLVD. TAMPA, FL 33626 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $90 | — | $90 | 1.36% |
| CASE BENEFIT CONSULTANTS3 Filed as: CASE BENEFIT CONSULTANTS LLC | 4760 TAMIAMI TRAIL N #25 NAPLES, FL 34103 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $550 | — | $550 | 13.05% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $249 | $249 | 5.91% |
| MARK S METTILLE3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $128 | $128 | 3.04% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON CHAPMAN BENEFIT ADMNSTRS INC. | PO BOX 9201 AUSTIN, TX 78766 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $114 | $114 | 2.71% |
| GCD INSURANCE CONSULTANTS INC3 Filed as: GCD INSURANCE CONSULTANTS INC. | 10923 COUNTRYWAY BLVD. TAMPA, FL 33626 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $54 | — | $54 | 1.28% |
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 | 118 | 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) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 73 | $572K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 50 | $27K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 50 | $27K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $11K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $7K |
| Prescription drug(2 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 73 | $572K |
| Other(3 contracts, 2 carriers) | ALLSTATE | 118 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 118 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.