| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMWINS3 Filed as: AMWINS SELF FUNDED LLC | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $68K | $25K | $93K | 6.88% |
| UMR, INC.3 Filed as: UMR INC | 115 W WAUSAU AVE WASAU, WI 54401 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $7K | $7K | 0.54% |
| LANCE ACKERMAN3 | 5010 N 9TH ST TAMPA, FL 33603 | AFLAC | $60K | $4K | $64K | 11.32% |
| JAMIE PITTNER3 | 2749 BURNING TREE LN CLEARWATER, FL 33761 | AFLAC | $10K | $831 | $11K | 1.89% |
| CRYSTAL ANN REID3 | PO BOX 261064 TAMPA, FL 33685 | AFLAC | $4K | $274 | $4K | 0.79% |
| CHRISTOPHER LEE INS AGENCY LLC3 Filed as: CHRISTOPHER LEE | 759 SW FEDERAL HWY STE 218 STUART, FL 34994 | AFLAC | $4K | $37 | $4K | 0.69% |
| JEFFREY NELSON3 | 9838 RED BAY LOOP LAND O LAKES, FL 34637 | AFLAC | $3K | — | $3K | 0.62% |
| MICHAEL R REBER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $822 | — | $822 | 0.15% |
| CHRISTOPHER MIDDLETON3 | 3712 CARROLLBROOK RD TAMPA, FL 33618 | AFLAC | $457 | — | $457 | 0.08% |
| MARK MACKO3 | 1616 CALLE LAS CASAS OCEANSIDE, CA 92056 | AFLAC | $443 | — | $443 | 0.08% |
| JOHN GRUBBS3 | 34931 US HIGHWAY 19 N PALM HARBOR, FL 34684 | AFLAC | $334 | — | $334 | 0.06% |
| BETH L WALTER3 Filed as: BETH WALTER | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $328 | — | $328 | 0.06% |
| THE BINNACLE GROUP INC.3 Filed as: THE BINNACLE GROUP | 2159 GREY DOVE LN WINTER PARK, FL 32789 | AFLAC | $264 | — | $264 | 0.05% |
| RICARDO SORIANO3 | PO BOX 1003 DADE CITY, FL 33526 | AFLAC | $264 | — | $264 | 0.05% |
| SETH VAN STEENBERGEN3 | 16208 MARSHFIELD DR TAMPA, FL 33624 | AFLAC | $261 | — | $261 | 0.05% |
| SUSAN BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $233 | — | $233 | 0.04% |
| AIMEE BRANDON3 | 28322 OPENFIELD LOOP WESLEY CHAPEL, FL 33543 | AFLAC | $230 | — | $230 | 0.04% |
| KATHRYN AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $219 | — | $219 | 0.04% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $155 | — | $155 | 0.03% |
| ADAM ROTH3 | 4627 RIVER OVERLOOK DR VALRICO, FL 33596 | AFLAC | $132 | — | $132 | 0.02% |
| JAMES SMITH3 | 2908 TIMEWINDER WAY COLUMBIA, TN 38401 | AFLAC | $132 | — | $132 | 0.02% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF FLORIDA LLC | 1331 PALMETTO AVE STE 100 WINTER PARK, FL 32789 | AFLAC | $130 | — | $130 | 0.02% |
| JEANNINE MACKO3 | 1616 CALLE LAS CASAS OCEANSIDE, CA 92056 | AFLAC | $96 | — | $96 | 0.02% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA REILLY | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $78 | — | $78 | 0.01% |
| DH2 ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $76 | — | $76 | 0.01% |
| ELEANOR M BREZNAY3 Filed as: ELEANOR BREZNAY | 919 KEITH LN AUBURNDALE, FL 33823 | AFLAC | $64 | $7 | $71 | 0.01% |
| GREGORY SALE3 | 26 LAKE WIRE DR LAKELAND, FL 33815 | AFLAC | $71 | — | $71 | 0.01% |
| GREGORY MEYER3 | 5005 BODIE LN GREENSBORO, NC 27455 | AFLAC | $68 | — | $68 | 0.01% |
| TANYA FORE3 | PO BOX 5 OSTEEN, FL 32764 | AFLAC | $48 | — | $48 | 0.01% |
| PARK INSURANCE PLANNERS INC3 | 1320 MAGNOLIA BAY CT MATILAND, FL 32751 | AFLAC | $44 | — | $44 | 0.01% |
| JANINE FOX3 | 5303 HARMONY MLS W SCHENECTADY, NY 12302 | AFLAC | $42 | — | $42 | 0.01% |
| LISA FLOWERS3 | 88 MARKET ST CT WILLIAMSBURG, VA 23185 | AFLAC | $38 | — | $38 | 0.01% |
| JEFF YARISH3 | 8575 SUNSET CT TREASURE ISLAND, FL 33706 | AFLAC | $38 | — | $38 | 0.01% |
| GEORGE ROUSS3 | 9712 REDWOOD HEIGHTS LOOP THONOTOSASSA, FL 33592 | AFLAC | $36 | — | $36 | 0.01% |
| MKF & ASSOCIATES INC3 Filed as: MKF ASSOCIATES INC | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $35 | — | $35 | 0.01% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $33 | — | $33 | 0.01% |
| DONALD HUDSON3 | 8010 N CREEK WAY CITRUS SPRINGS, FL 34434 | AFLAC | $29 | — | $29 | 0.01% |
| DANIEL GARCIA FERREIRO3 | 1204 HEIDI LN S LAKELAND, FL 33813 | AFLAC | $27 | — | $27 | 0.00% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | PO BOX 302 BRADFORDWOODS, PA 15015 | AFLAC | $25 | — | $25 | 0.00% |
| BECKY ASARE3 | 10438 CANARY ISLE DR TAMPA, FL 33647 | AFLAC | $24 | — | $24 | 0.00% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 273 WILLIAMSBURG DR MT WASHINGTON, KY 40047 | AFLAC | $22 | — | $22 | 0.00% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 2345 YORK RD STE 101 TIMONIUM, MD 21093 | AFLAC | $20 | — | $20 | 0.00% |
| ROBIN PONCE3 | 2849 ROXBURY RD WINTER PARK, FL 32789 | AFLAC | $19 | — | $19 | 0.00% |
| THE MASTERS AGENCY INC3 | 4192 PENINSULA PT SANFORD, FL 32771 | AFLAC | $19 | — | $19 | 0.00% |
| BROWN & BROWN INSURANCE SERVICES3 Filed as: CRAIG BROWN | 2450 WINDROW DR UNIT D101 FORT COLLINS, CO 80525 | AFLAC | $18 | — | $18 | 0.00% |
| A & M BONURA & ASSOCIATES INC3 | 1882 LAUREL BROOK LOOP CASSELBERRY, FL 32707 | AFLAC | $14 | $3 | $17 | 0.00% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 26267 WALKING HORSE TRL BROOKSVILLE, FL 34601 | AFLAC | $16 | — | $16 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $14 | — | $14 | 0.00% |
| EDGAR MERCED CASTILLO3 | 9333 SW 58TH CIR OCALA, FL 34476 | AFLAC | $14 | — | $14 | 0.00% |
| HORACE R WEAVER III3 Filed as: HORACE WEAVER III | PO BOX 910732 ST GEORGE, UT 84791 | AFLAC | $13 | — | $13 | 0.00% |
| SCHATZIE GROUP LLC3 | PO BOX 943 FORT PIERCE, FL 34954 | AFLAC | $13 | — | $13 | 0.00% |
| PAUL HARRIS3 | 4560 VIA ROYALE STE 4B FORT MYERS, FL 33919 | AFLAC | $12 | — | $12 | 0.00% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR | 1656 GRAND ISLE BLVD MELBOURNE, FL 32940 | AFLAC | $11 | — | $11 | 0.00% |
| TANYA L WINCHESTER3 Filed as: TANYA RUHL | 8520 FLORIDA BOYS RANCH RD GROVELAND, FL 34736 | AFLAC | $11 | — | $11 | 0.00% |
| KIMBERLY DIAN CROCKETT3 Filed as: KIMBERLY CROCKETT | 172 WALKING STICK DR ELLERSLIE, GA 31807 | AFLAC | $10 | — | $10 | 0.00% |
| LARA CARLSON3 | 106 LAUREL VIEW DR ST SIMONS ISLAND, GA 31522 | AFLAC | $10 | — | $10 | 0.00% |
| CAPITAL INSURANCE ADVISORS LLC3 Filed as: CAPITAL INSURANCE AGENCY INC | 2457 CARE DR STE 200 TALLAHASSEE, FL 32308 | AFLAC | $9 | — | $9 | 0.00% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $9 | — | $9 | 0.00% |
| JESSICA CHRISTINE LEARD3 Filed as: JESSICA ESKEW | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $9 | — | $9 | 0.00% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $8 | — | $8 | 0.00% |
| MARY TERESA DAVIS3 Filed as: MARY SCULLY | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $8 | — | $8 | 0.00% |
| ELLEN D JAMES3 Filed as: ELLEN JAMES | 5110 TARI STREAM WAY BRANDON, FL 33511 | AFLAC | $8 | — | $8 | 0.00% |
| TRAVIS P LEBLANC3 Filed as: TRAVIS LEBLANC | 1413 ODONNEL RD NEW IBERIA, LA 70560 | AFLAC | $7 | — | $7 | 0.00% |
| BRAUNWYNN B BRANDON3 Filed as: BRAUNWYNN BRANDON | 16402 BRIDGELAWN AVE LITHIA, FL 33547 | AFLAC | $7 | — | $7 | 0.00% |
| SCOTT BLACK3 | 5509 FORESTER POND AVE SARASOTA, FL 34243 | AFLAC | $6 | — | $6 | 0.00% |
| TANYA L WINCHESTER3 Filed as: TANYA RUHL | 9825 SANDY PINES RD CLAREMONT, FL 34711 | AFLAC | $6 | — | $6 | 0.00% |
| SARAH WILLETT3 | 304 E PINE ST PMB 187 LAKELAND, FL 33801 | AFLAC | $6 | — | $6 | 0.00% |
| ALAN LECLAIRE3 | 1410 SE 12TH TER CAPE CORAL, FL 33990 | AFLAC | $6 | — | $6 | 0.00% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP INC | 1425 PIEDMONT DR E STE 101B TALLAHASSEE, FL 32308 | AFLAC | $6 | — | $6 | 0.00% |
| TRACI LEBLANC3 | 9740 FRONT BEACH RD APT 99240 PANAMA CITY BEACH, FL 32407 | AFLAC | $5 | — | $5 | 0.00% |
| JW GRIMES INC3 | 8033 SPELNDOR WAY COLUMBUS, GA 31904 | AFLAC | $5 | — | $5 | 0.00% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $5 | — | $5 | 0.00% |
| CLEAR LIGHT SERVICES LLC3 Filed as: CLEAR LIGHT SERVICES | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $5 | — | $5 | 0.00% |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $5 | — | $5 | 0.00% |
| WILLIAM BUCKNER3 Filed as: WILLIAM MILLER | 2039 NW 111TH LOOP OCALA, FL 34475 | AFLAC | $4 | — | $4 | 0.00% |
| BYRON L GROVE3 Filed as: BYRON GROVE | 494 ORANGE ST PALM HARBOR, FL 34683 | AFLAC | $4 | — | $4 | 0.00% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $4 | — | $4 | 0.00% |
| MARK A LINSNER3 Filed as: MARK LINSNER | 1712 AUSTIN LN ST AUGUSTINE, FL 32092 | AFLAC | $4 | — | $4 | 0.00% |
| BRAN HANLEY3 | 506 CANTERBURY DR LAGRANGE, GA 30241 | AFLAC | $4 | — | $4 | 0.00% |
| RANDALL BARTLEIN3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $3 | — | $3 | 0.00% |
| DEREK DEVANE3 Filed as: DEREK DEVAN | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $3 | — | $3 | 0.00% |
| TIMOTHY CULLINAN3 | 11905 PERSIAN TER BRADENTON, FL 34212 | AFLAC | $3 | — | $3 | 0.00% |
| DENA JORDAN3 Filed as: DENA KILGORE | 5753 HIGHWAY 85 N PMB 8179 CRESTVIEW, FL 32536 | AFLAC | $3 | — | $3 | 0.00% |
| BRENDA LYNN GARRETT3 Filed as: BRENDA GARRETT | 1350 FRONT PL UNIT 5102 NORTH PORT, FL 34287 | AFLAC | $3 | — | $3 | 0.00% |
| SCOTT JACOB INS GROUP LLC3 | 573 BELLEVUE RD STE B NEWARK, DE 19713 | AFLAC | $2 | — | $2 | 0.00% |
| KEITH WEYHER3 | 2577 HOBBLEBRUSH DR NORTH PORT, FL 34289 | AFLAC | $2 | — | $2 | 0.00% |
| CLARISSA LYNNE HERRICK3 Filed as: CLARISSA HERRICK | 2791 HAPPY HOLLOW RD SEVIERVILLE, TN 37862 | AFLAC | $2 | — | $2 | 0.00% |
| ELLEN CRAWFORD3 | 575 S CHARLES ST STE 503 BALTIMORE, MD 21201 | AFLAC | $2 | — | $2 | 0.00% |
| ALLEN INSURANCE ASSOCIATES INC3 | 410 DELAWARE AVE WILMINGTON, DE 19801 | AFLAC | $2 | — | $2 | 0.00% |
| DAVID SPIVEY3 | 8904 CRYSTAL CREEK CT LAND O LAKES, FL 34638 | AFLAC | $2 | — | $2 | 0.00% |
| JIMMY LEON JOHNSON3 Filed as: JIMMY JOHNSON | 411 WALNUT ST #16846 GREEN COVE SPRINGS, FL 32043 | AFLAC | $1 | — | $1 | 0.00% |
| FREDERICK W WILSON III3 Filed as: FREDERICK WILSON III | 573 BELLEVUE RD NEWARK, DE 19713 | AFLAC | $1 | — | $1 | 0.00% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $1 | — | $1 | 0.00% |
| THERESE KENNEDY3 | 4 JANET LN COMMACK, NY 11725 | AFLAC | $1 | — | $1 | 0.00% |
| LANCE ACKERMAN3 | 5010 N 9TH ST TAMPA, FL 33603 | AFLAC | $15K | $505 | $16K | 8.45% |
| JEFFREY NELSON3 | 9838 RED BAY LOOP LAND O LAKES, FL 34637 | AFLAC | $2K | — | $2K | 0.84% |
| JAMIE PITTNER3 | 2749 BURNING TREE LN CLEARWATER, FL 33761 | AFLAC | $1K | $93 | $2K | 0.81% |
| CHRISTOPHER LEE INS AGENCY LLC3 Filed as: CHRISTOPHER LEE | 759 SW FEDERAL HWY STE 218 STUART, FL 34994 | AFLAC | $774 | — | $774 | 0.41% |
| MICHAEL R REBER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $506 | — | $506 | 0.27% |
| CRYSTAL REID3 | PO BOX 261064 TAMPA, FL 33685 | AFLAC | $481 | $5 | $486 | 0.26% |
| MARK MACKO3 | 1616 CALLE LAS CASAS OCEANSIDE, CA 92056 | AFLAC | $416 | — | $416 | 0.22% |
| BETH L WALTER3 Filed as: BETH WALTER | 6750 N ANDREWS AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $309 | — | $309 | 0.16% |
| SUSAN BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $252 | — | $252 | 0.13% |
| RICARDO SORIANO3 | PO BOX 1003 DADE CITY, FL 33526 | AFLAC | $242 | — | $242 | 0.13% |
| AIMEE BRANDON3 | 28322 OPENFIELD LOOP WESLEY CHAPEL, FL 33543 | AFLAC | $176 | — | $176 | 0.09% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $147 | — | $147 | 0.08% |
| GREGORY SALE3 | 26 LAKE WIRE DR LAKELAND, FL 33815 | AFLAC | $144 | — | $144 | 0.08% |
| CHRISTOPHER MIDDLETON3 | 3712 CARROLLBROOK RD TAMPA, FL 33618 | AFLAC | $121 | — | $121 | 0.06% |
| JOHN GRUBBS3 | 34931 US HIGHWAY 19N PALM HARBOR, FL 34684 | AFLAC | $92 | — | $92 | 0.05% |
| SETH VAN STEENBERGEN3 Filed as: SETH STEENBERGEN | 16208 MARSHFIELD DR TAMPA, FL 33624 | AFLAC | $90 | — | $90 | 0.05% |
| KATHRYN AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $84 | — | $84 | 0.04% |
| GREGORY MEYER3 | 5005 BODIE LN GREENSBORO, NC 27455 | AFLAC | $70 | — | $70 | 0.04% |
| JEANNINE MACKO3 | 1616 CALLE LAS CASAS OCEANSIDE, CA 92056 | AFLAC | $47 | — | $47 | 0.02% |
| THOMAS LUND3 | 2801 SUNRISE DR SEBRING, FL 33872 | AFLAC | $44 | — | $44 | 0.02% |
| SCOTT BLACK3 | 5509 FORESTER POND AVE SARASOTA, FL 34243 | AFLAC | $41 | — | $41 | 0.02% |
| JANINE FOX3 | 5303 HARMONY MLS W SCHENECTADY, NY 12302 | AFLAC | $37 | — | $37 | 0.02% |
| JEFFREY GLENN YARISH3 Filed as: JEFFREY YARISH | 8575 SUNSET CT TREASURE ISLAND, FL 33706 | AFLAC | $34 | — | $34 | 0.02% |
| ADAM ROTH3 | 4627 RIVER OVERLOOK DR VALRICO, FL 33596 | AFLAC | $34 | — | $34 | 0.02% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $32 | — | $32 | 0.02% |
| TIMOTHY CULLINAN3 | 11905 PERSIAN TER BRADENTON, FL 34212 | AFLAC | $22 | — | $22 | 0.01% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 273 WILLIAMSBURG DR MT WASHINGTON, KY 40047 | AFLAC | $22 | — | $22 | 0.01% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | PO BOX 302 BRADFORDWOODS, PA 15015 | AFLAC | $20 | — | $20 | 0.01% |
| MICHAEL K HALL3 Filed as: MICHAEL HALL | 408 JACKSON ST ROCKVILLE, IN 47872 | AFLAC | $19 | — | $19 | 0.01% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 26267 WALKING HORSE TRL BROOKSVILLE, FL 34601 | AFLAC | $17 | — | $17 | 0.01% |
| BECKY ASARE3 | 10438 CANARY ISLE DR TAMPA, FL 33647 | AFLAC | $13 | — | $13 | 0.01% |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $11 | — | $11 | 0.01% |
| HORACE R WEAVER III3 Filed as: HORACE WEAVER III | PO BOX 910732 ST GEORGE, UT 84791 | AFLAC | $10 | — | $10 | 0.01% |
| JESSICA CHRISTINE LEARD3 Filed as: JESSICA ESKEW | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $10 | — | $10 | 0.01% |
| ELLEN CRAWFORD3 | 575 S CHARLES ST STE 503 BALTIMORE, MD 21201 | AFLAC | $9 | — | $9 | 0.00% |
| ALLEN INSURANCE ASSOCIATES INC3 Filed as: ALLEN INSURANCE ASSOCIATES | 410 DELAWARE AVE WILMINGTON, DE 19801 | AFLAC | $9 | — | $9 | 0.00% |
| W WADE BOTKIN III3 Filed as: WADE BOTKIN III | 307 45TH ST W BRADENTON, FL 34209 | AFLAC | $9 | — | $9 | 0.00% |
| HEARTLAND BENEFITS INC3 | 3214 US HIGHWAY 27 S SEBRING, FL 33870 | AFLAC | $8 | — | $8 | 0.00% |
| STEFAN SCHULT3 | 3214 US HIGHWAY 27 S SEBRING, FL 33870 | AFLAC | $8 | — | $8 | 0.00% |
| SCOTT JACOB INS GROUP LLC3 | 573 BELLEVUE RD STE B NEWARK, DE 19713 | AFLAC | $7 | — | $7 | 0.00% |
| KIMBERLY DIAN CROCKETT3 Filed as: KIMBERLY CROCKETT | 172 WALKING STICK DR ELLERSLIE, GA 31807 | AFLAC | $7 | — | $7 | 0.00% |
| ELLEN D JAMES3 Filed as: ELLEN JAMES | 5110 TARI STREAM WAY BRANDON, FL 33511 | AFLAC | $7 | — | $7 | 0.00% |
| JW GRIMES INC3 | 8033 SPLENDOR WAY COLUMBUS, GA 31904 | AFLAC | $6 | — | $6 | 0.00% |
| JAMES SMITH3 | 2908 TIMEWINDER WAY COLUMBIA, TN 38401 | AFLAC | $4 | — | $4 | 0.00% |
| MARK A LINSNER3 Filed as: MARK LINSNER | 1712 AUSTIN LN ST AUGUSTINE, FL 32092 | AFLAC | $4 | — | $4 | 0.00% |
| FREDERICK W WILSON III3 Filed as: FREDERICK WILSON III | 573 BELLEVUE RD NEWARK, DE 19713 | AFLAC | $4 | — | $4 | 0.00% |
| JANICE NICKELL3 | 245 OAK AVE APT 504 SEBRING, FL 33870 | AFLAC | $3 | — | $3 | 0.00% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS | 26 LAKE WIRE DR LAKELAND, FL 33815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | — | $16K | 10.00% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 2.44% |
| RISK STRATEGIES COMPANY3 Filed as: FOUNDAITON RISK PARTNERS CORP | 26 LAKE WIRE DR LAKELAND, FL 33815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | — | $16K | 10.00% |
| WEB BENEFITS DESIGN CORPORATION3 Filed as: WEB BENEFITS DESING | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 2.00% |
| RISK STRATEGIES COMPANY3 Filed as: FOUNDAITON RISK PARTNERS DBA ACENTR | 26 LAKE WIRE DR LAKELAND, FL 33815 | VISION SERVICE PLAN | $3K | — | $3K | 2.17% |
| FOUNDATION RISK PARTNERS CORP3 | 26 LAKE WIRE DR LAKELAND, FL 33815 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 10.00% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESING | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 1.23% |
| FOUNDATION RISK PARTNERS CORP3 | 4634 GULFSTARR DR DESTIN, FL 32541 | SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | — | $9K | 10.84% |
| BENETEK CORPORATION3 | 6277 SEA HARBOR DR STE 201 ORLANDO, FL 32821 | GUARDIAN | $2K | $589 | $2K | 5.31% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR INC EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $564K |
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 | 1,060 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,060 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GUARDIAN | 1,060 | $45K |
| Vision | VISION SERVICE PLAN | 1,021 | $135K |
| Life insurance(4 contracts, 2 carriers) | AFLAC | 1,208 | $1.0M |
| Short-term disability(4 contracts, 2 carriers) | AFLAC | 1,208 | $1.0M |
| Long-term disability(3 contracts, 2 carriers) | AFLAC | 849 | $909K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,014 | $1.4M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 348 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,208 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.