| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JORDAN DYNAMICS3 Filed as: JORDAN DYNAMICS, INC | 11641 KEW GARDENS AVE STE 111 PALM BEACH GARDENS, FL 33410 | BLUE CROSS BLUE SHIELD OF FLORIDA | $14K | — | $14K | 4.15% |
| JORDAN DYNAMICS3 Filed as: JORDAN DYNAMICS, INC | 11641 KEW GARDENS AVE STE 111 PALM BEACH GARDENS, FL 33410 | HEALTH OPTIONS | $9K | — | $9K | 3.41% |
| UNITED BENEFIT ADVISORS OF3 | FLORIDA, LLC 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | — | $11K | 12.34% |
| JORDAN DYNAMICS3 Filed as: JORDAN DYNAMICS, INC. | 11641 KEW GARDENS AVENUE PALM BEACH GARDENS, FL 33410 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 12.74% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS, LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 7.60% |
| WEBTPA EMPLOYER SERVICES LLC5 Filed as: WEBTPA | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 7.05% |
| YESENIA HENOHE OSORIO3 | 13611 ISHNALA CIR WELLINGTON, FL 33414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $692 | $354 | $1K | 10.96% |
| JORDAN DYNAMICS3 | 11641 KEW GARDENS AVE PALM BEACH GARDENS, FL 33410 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $960 | — | $960 | 10.06% |
| CREATIVE BENEFIT CONSULTANTS INC3 | 18214 102ND WAY S STE 100 BOCA RATON, FL 33498 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $383 | $433 | $816 | 8.55% |
| JOSEPH A STALTARE3 | 11085 SACCO DR BOCA RATON, FL 33428 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $274 | $461 | 4.83% |
| CHRISTINA BIEBER3 | 12827 WOODMILL DR PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $407 | $28 | $435 | 4.56% |
| LYNN MARIE BARRY3 | 301 W PARK AVE LANGHORNE, PA 19047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $192 | $100 | $292 | 3.06% |
| ROBERT HYLTON3 | 6287 GARRETT ST JUPITER, FL 33458 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | $27 | $261 | 2.74% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 6885 BELFORT OAKS PL STE 210 JACKSONVILLE, FL 32216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $249 | — | $249 | 2.61% |
| WALNIECIA NEKISHA RUSSELL3 | 6916 PALMETTO CIR S APT 109 BOCA RATON, FL 33433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $205 | $10 | $215 | 2.25% |
| CAROLE J CASELLA3 | 106 WATERVIEW DR PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | $4 | $61 | 0.64% |
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 | 184 | 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) | 184 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 32 | $609K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $92K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $92K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $92K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $92K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $92K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 32 | $583K |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 168 | $118K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 168 | — |
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.