| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 | 18940 N PIMA RD SUITE 210 SCOTTSDALE, AZ 85255 | SUNLIFE ASSURANCE COMPANY OF CANADA | $61K | — | $61K | 5.05% |
| STEALTH PARTNER GROUP LLC3 | 9375 E SHEA BLVD STE 205 SCOTTSDALE, AZ 85260 | SUNLIFE ASSURANCE COMPANY OF CANADA | $18K | — | $18K | 1.52% |
| UMR, INC.3 Filed as: UMR INC | 115 W WAUSAU AVE WAUSAU, WI 54401 | SUNLIFE ASSURANCE COMPANY OF CANADA | — | $8K | $8K | 0.63% |
| LANCE ACKERMAN3 | 5010 N 9TH ST TAMPA, FL 33603 | AFLAC | $37K | $705 | $37K | 9.81% |
| JEFFREY NELSON3 | 8512 WESTERLAND DR LAND O LAKES, FL 34637 | AFLAC | $6K | — | $6K | 1.56% |
| MICHAEL KAVOUKLIS3 | 2910 W SAN RAFAEL ST TAMPA, FL 33629 | AFLAC | $2K | — | $2K | 0.61% |
| KATHRYN AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $2K | $161 | $2K | 0.55% |
| SETH VAN STEENBERGEN3 | 16208 MARSHFIELD DR TAMPA, FL 33624 | AFLAC | $2K | $161 | $2K | 0.45% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $1K | — | $1K | 0.31% |
| JMG BUSINESS PARTNERS LLC3 | 3001 VIA PARMA ST PLANT CITY, FL 33566 | AFLAC | $638 | — | $638 | 0.17% |
| MARK MACKO3 | 1616 CALLE LAS CASA OCEANSIDE, CA 92056 | AFLAC | $570 | — | $570 | 0.15% |
| HR BENEFITS SERVICES, INC.3 Filed as: HR BENEFITS GROUP CORP | 2044 ASHLEY OAKS CIR STE 102 WESLEY CHAPEL, FL 33544 | AFLAC | $529 | — | $529 | 0.14% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N ANDRES AVE STE 200 FT LAUDERDALE, FL 33309 | AFLAC | $485 | — | $485 | 0.13% |
| AIMEE BRANDON3 | 28322 OPENFIELD LOOP WESLEY CHAPEL, FL 33543 | AFLAC | $484 | — | $484 | 0.13% |
| SUSAN BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $322 | — | $322 | 0.08% |
| THE BINNACLE GROUP INC.3 Filed as: THE BINNACLE GROUP INC | 1339 ORCHID AVE WINTER PARK, FL 32789 | AFLAC | $299 | — | $299 | 0.08% |
| JAMES SMITH3 | 615 ELINOR ST CHATTANOOGA, TN 37405 | AFLAC | $298 | — | $298 | 0.08% |
| BARTLEIN AND ASSOC INC3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $202 | — | $202 | 0.05% |
| ADAM ROTH3 | 4627 RIVER OVERLOOK DR VALRICO, FL 33596 | AFLAC | $157 | — | $157 | 0.04% |
| INS CONS OF CENTRAL FLORIDA3 | 1331 PALMETTO AVE STE 100 WINTER PARK, FL 32789 | AFLAC | $121 | — | $121 | 0.03% |
| JEANNINE MACKO3 | 1616 CALLE LAS CASAS OCEANSIDE, CA 92056 | AFLAC | $115 | — | $115 | 0.03% |
| GREGORY SALE3 | PO BOX 2 LAKELAND, FL 33802 | AFLAC | $112 | — | $112 | 0.03% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $109 | — | $109 | 0.03% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $96 | — | $96 | 0.03% |
| GREGORY MEYER3 | 5005 BODIE LN GREENSBORO, NC 27455 | AFLAC | $83 | — | $83 | 0.02% |
| PARK INSURANCE PLANNERS INC3 | 1320 MAGNOLIA BAY CT MAITLAND, FL 32751 | AFLAC | $62 | — | $62 | 0.02% |
| JANINE FOX3 | 18 HAVILAND DR SCHENECTADY, NY 12302 | AFLAC | $62 | — | $62 | 0.02% |
| PATRICIA ANNE REILLY3 | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $56 | — | $56 | 0.01% |
| JEFFREY GLENN YARISH3 | 16122 ARMISTEAD LN ODESSA, FL 33556 | AFLAC | $51 | — | $51 | 0.01% |
| SCOTT BLACK3 | 5509 FORESTER POND AVE SARASOTA, FL 34243 | AFLAC | $50 | — | $50 | 0.01% |
| TANYA FORE3 | 712 FOSTERS GROVE LOOP OVIEDO, FL 32765 | AFLAC | $48 | — | $48 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: CRAIG BROWN | 2450 WINDROW DR UNITE D 101 FORT COLLINS, CO 80525 | AFLAC | $44 | — | $44 | 0.01% |
| DONALD HUDSON3 | 8010 N CREEK WAY CITRUS SPRINGS, FL 34434 | AFLAC | $43 | — | $43 | 0.01% |
| TAMARA DOUGLASS3 | 2890 SPRING HEATHER PL OVIEDO, FL 32766 | AFLAC | $42 | — | $42 | 0.01% |
| LISA FLOWERS3 | 5851 KARA PL BURKE, VA 22015 | AFLAC | $38 | — | $38 | 0.01% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | 150 MAPLE DR WEXFORD, PA 15090 | AFLAC | $36 | — | $36 | 0.01% |
| BECKY ASARE3 | 10438 CANARY ISLE DR TAMPA, FL 33647 | AFLAC | $36 | — | $36 | 0.01% |
| TLW VENTURES LLC3 | 9825 SANDY PINES RD CLERMONT, FL 34711 | AFLAC | $31 | — | $31 | 0.01% |
| SUSAN BRIMHALL3 | PO BOX 13877 MEXICO BEACH, FL 33410 | AFLAC | $31 | — | $31 | 0.01% |
| MARY REBECCA WEATHERLY3 Filed as: MARY WEATHERLY | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC | $31 | — | $31 | 0.01% |
| PAUL A HARRIS INC3 Filed as: PAUL HARRIS | 4560 VIA ROYALE STE 4B FORT MYERS, FL 33919 | AFLAC | $28 | — | $28 | 0.01% |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $26 | — | $26 | 0.01% |
| GL BENJAMIN INC3 | 5837 RAVENWOOD DR SARASOTA, FL 34243 | AFLAC | $22 | — | $22 | 0.01% |
| JOAN A FARNHAM3 Filed as: JOAN FARNHAM | 113 BROOKWOOD DR THOMASVILLE, GA 31792 | AFLAC | $20 | — | $20 | 0.01% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DR STE 102 LAUREL, MD 20707 | AFLAC | $20 | — | $20 | 0.01% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 13412 WHITBY RD HUDSON, FL 34667 | AFLAC | $20 | — | $20 | 0.01% |
| ROBIN PONCE3 | 2849 ROXBURY RD WINTER PARK, FL 32789 | AFLAC | $19 | — | $19 | 0.01% |
| THE MASTERS AGENCY INC3 Filed as: THE MASTERS AGENCY | 4192 PENINSULA PT SANFORD, FL 32771 | AFLAC | $19 | — | $19 | 0.01% |
| HORACE R WEAVER III3 Filed as: HORACE WEAVER | 2512 GARDEN ST MERAUX, LA 70075 | AFLAC | $17 | — | $17 | 0.00% |
| MKF & ASSOCIATES INC3 Filed as: MKF & ASSOCIATES | 300 CAHABA PARK CIR STE 133 BIRMINGHAM, AL 35242 | AFLAC | $16 | — | $16 | 0.00% |
| ALAN LECLAIRE3 | 28 GEORGETOWN FT MYERS, FL 33919 | AFLAC | $15 | — | $15 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 | 13313 FALCON POINT DR ORLANDO, FL 32837 | AFLAC | $14 | — | $14 | 0.00% |
| JESSICA ESKEW3 | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $13 | — | $13 | 0.00% |
| BRANDY ANN HARTIN3 | 12203 STATE ST TAMPA, FL 33635 | AFLAC | $12 | — | $12 | 0.00% |
| ELAINE COX3 | 3355 DOROTHEA RD JACKSONVILLE, FL 32216 | AFLAC | $12 | — | $12 | 0.00% |
| KIMBERLY DIAN CROCKETT3 Filed as: KIMBERLY CROCKETT | 505 LEE ROAD 214 PENIX CITY, AL 36870 | AFLAC | $12 | — | $12 | 0.00% |
| LTC INS & FIN PARTNERS INC3 Filed as: LTC INS & FIN PARTNERS | 6203 MARINA DR HOLMES BEACH, FL 34217 | AFLAC | $12 | — | $12 | 0.00% |
| MKF & ASSOCIATES INC3 Filed as: MKF & ASSOCIATES | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $11 | — | $11 | 0.00% |
| ELLEN D JAMES3 Filed as: ELLEN JAMES | 5110 TARI STREAM WAY BRANDON, FL 33511 | AFLAC | $10 | — | $10 | 0.00% |
| BRENDA GARRETT3 | 12475 KENTWOOD AVE FORT MYERS, FL 33913 | AFLAC | $9 | — | $9 | 0.00% |
| JEANNE COKER3 | 734 CHEROKEE RD LAGRANGE, GA 30240 | AFLAC | $8 | — | $8 | 0.00% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 1224 PEACOCK AVE COLUMBUS, GA 31906 | AFLAC | $8 | — | $8 | 0.00% |
| MARY TERESA DAVIS3 | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $8 | — | $8 | 0.00% |
| HELIG AND ASSOCIATES INC3 Filed as: HELIG AND ASSOCIATES | 13768 OAK TREE TERRACE JACKSONVILLE, FL 32224 | AFLAC | $7 | — | $7 | 0.00% |
| MARK A LINSNER3 Filed as: MARK LINSNER | 10375 CENTURION PKWY N STE 100 JACKSONVILLE, FL 32256 | AFLAC | $7 | — | $7 | 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% |
| SCHATZIE GROUP LLC3 | PO BOX 181431 CASSELBERRY, FL 32718 | AFLAC | $6 | — | $6 | 0.00% |
| DOUGLAS MISCH3 | 5304 CHESTNUT AVE ASHTABULA, OH 44004 | AFLAC | $6 | — | $6 | 0.00% |
| HEACOCK INS GROUP3 | PO BOX 7788 SEBRING, FL 33872 | AFLAC | $6 | — | $6 | 0.00% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $6 | — | $6 | 0.00% |
| DEREK DEVANE3 Filed as: DEREK DEVAN | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $6 | — | $6 | 0.00% |
| TRACI LEBLANC3 | 1413 ODONNEL RD NEW IBERIA, LA 70560 | AFLAC | $5 | — | $5 | 0.00% |
| KEITH WEYHER3 | 2577 HOBBBLEBURSH DR NORTH PORT, FL 34289 | AFLAC | $5 | — | $5 | 0.00% |
| CLEAR LIGHT SERVICES LLC3 | 2751 CHALLENGER DR PALM HARBOR, FL 34683 | AFLAC | $5 | — | $5 | 0.00% |
| WILLIAM BUCKNER3 Filed as: WILLIAM MILLER | 2039 NW 11TH LOOP OCALA, FL 34475 | AFLAC | $4 | — | $4 | 0.00% |
| GROVE FINANCIAL LLC3 Filed as: GROVE FINANCIAL | 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% |
| RUBICON REGION LLC3 | 1862 KEYSTONE PL SCHAUMBURG, IL 60193 | AFLAC | $4 | — | $4 | 0.00% |
| ASSURANCE AGENCY LTD3 Filed as: CHERRY ASSURANCE GROUP | 1425 PIEDMONT DR E STE 101B TALLAHASSEE, FL 32308 | AFLAC | $4 | — | $4 | 0.00% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL JR | 15 N INDIAN RIVER DR APT 705 COCOA, FL 32922 | AFLAC | $4 | — | $4 | 0.00% |
| STEFAN E SCHULT3 Filed as: STEFAN SCHULT | 4216 EILAND DR SEBRING, FL 33875 | AFLAC | $4 | — | $4 | 0.00% |
| RANDALL BARTLEIN3 | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $3 | — | $3 | 0.00% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 21 HEARTWOOD DR CATAULA, GA 31804 | AFLAC | $2 | — | $2 | 0.00% |
| DENA JORDAN3 | 9300 HARRIS CORNERS PKWY STE 100 CHARLOTTE, NC 28269 | AFLAC | $2 | — | $2 | 0.00% |
| CLARISSA LYNNE HERRICK3 Filed as: CLARISSA HERRICK | 2791 HAPPY HOLLLOW RD SEVIERVILLE, TN 37862 | AFLAC | $2 | — | $2 | 0.00% |
| ASHLEY CROOK3 | 3187 ESSEX PLANCE DR MOBILE, AL 36695 | AFLAC | $1 | — | $1 | 0.00% |
| JIMMY LEON JOHNSON3 Filed as: JIMMY JOHNSON | 40 AVERT ST ST AUGUSTINE, FL 32084 | AFLAC | $1 | — | $1 | 0.00% |
| AARON ANTHONY3 | 1700 FOUNTAIN CT APT 1303 COLUMBUS, GA 31904 | AFLAC | $1 | — | $1 | 0.00% |
| JOEY C ADAMS3 Filed as: JOEY ADAMS | 317 NORTHEAST 36TH AVE STE 6 OCALA, FL 34470 | AFLAC | $1 | — | $1 | 0.00% |
| THERESE KENNEDY3 | 4 JANET LN COMMACK, NY 11725 | AFLAC | $1 | — | $1 | 0.00% |
| DAWN T SUCHECKI3 Filed as: DAWN SUCHECKI | 225 S WATER ST WILMINGTON, NC 28401 | AFLAC | $1 | — | $1 | 0.00% |
| LANCE ACKERMAN3 | 5010 N 9TH ST TAMPA, FL 33603 | AFLAC | $10K | $263 | $10K | 7.34% |
| JEFFREY NELSON3 | 8512 WESTERLAND DR LAND O LAKES, FL 34637 | AFLAC | $2K | — | $2K | 1.11% |
| MARK MACKO3 | 1616 CALLE LAS CASAS OCEANSIDE, CA 92056 | AFLAC | $453 | — | $453 | 0.32% |
| MICHAEL C WALKER3 Filed as: MICHAEL REBER | 20101 HERON CROSSING DR TAMPA, FL 33647 | AFLAC | $449 | — | $449 | 0.32% |
| SETH VAN STEENBERGEN3 | 16208 MARSHFIELD DR TAMPA, FL 33624 | AFLAC | $340 | $60 | $400 | 0.28% |
| HR BENEFITS SERVICES, INC.3 Filed as: HR BENEFITS GROUP | 2044 ASHLEY OAKS CIR STE 102 WESLEY CHAPEL, FL 33544 | AFLAC | $268 | — | $268 | 0.19% |
| BETH LUANNE KIMBROUGH3 Filed as: BETH KIMBROUGH | 6750 N ANDREWS AVE FT LAUDERDALE, FL 33309 | AFLAC | $267 | — | $267 | 0.19% |
| KATHRYN AXENTE3 | 7020 PELICAN ISLAND DR TAMPA, FL 33634 | AFLAC | $257 | — | $257 | 0.18% |
| SUSAN BRIMHALL3 | PO BOX 8 LAKE PLACID, NY 12946 | AFLAC | $216 | — | $216 | 0.15% |
| AIMEE BRANDON3 | 28322 OPENFILED LOOP WESLEY CHAPEL, FL 33543 | AFLAC | $197 | — | $197 | 0.14% |
| GREGORY SALE3 | PO BOX 2 LAKELAND, FL 33802 | AFLAC | $166 | — | $166 | 0.12% |
| BARTLEIN AND ASSOC INC3 Filed as: BARTLEIN AND ASSOC | 22465 PANTHER LOOP BRADENTON, FL 34202 | AFLAC | $161 | — | $161 | 0.11% |
| MICHAEL KAVOUKLIS3 | 2910 W SAN RAFAEL ST TAMPA, FL 33629 | AFLAC | $152 | — | $152 | 0.11% |
| GREGORY MEYER3 | 5005 BODIE LN GREENSBORO, NC 27455 | AFLAC | $94 | — | $94 | 0.07% |
| JMG BUSINESS PARTNERS LLC3 | 3001 VIA PARMA ST PLANT CITY, FL 33566 | AFLAC | $93 | — | $93 | 0.07% |
| JEANNINE MACKO3 | 1616 CALLE LAS CASA OCEANSIDE, CA 92056 | AFLAC | $88 | — | $88 | 0.06% |
| THE BINNACLE GROUP INC.3 Filed as: THE BINNACLE GROUP | 1339 ORCHID AVE WINTER PARK, FL 32789 | AFLAC | $78 | — | $78 | 0.06% |
| CATHERINE L LEE3 Filed as: CATHERINE LEE | 10 NUN ST WILMINGTON, NC 28401 | AFLAC | $73 | — | $73 | 0.05% |
| PATRICIA ANNE REILLY3 Filed as: PATRICIA REILLY | 269 E LONG CREEK CV LONGWOOD, FL 32750 | AFLAC | $70 | — | $70 | 0.05% |
| ADAM ROTH3 | 4627 RIVER OVERLOOK DR VALRICO, FL 33596 | AFLAC | $54 | — | $54 | 0.04% |
| INS CONS OF CENTRAL FLORIDA3 | 1331 PALMETTO AVE STE 100 WINTER PARK, FL 32789 | AFLAC | $45 | — | $45 | 0.03% |
| THOMAS LUND3 | 2801 SUNRISE DR SEBRING, FL 33872 | AFLAC | $44 | — | $44 | 0.03% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $40 | — | $40 | 0.03% |
| JEFFREY GLENN YARISH3 Filed as: JEFFREY YARISH | 16122 ARMSTEAD LN ODESSA, FL 33556 | AFLAC | $34 | — | $34 | 0.02% |
| SCOTT BLACK3 | 5509 FORESTER POND AVE SARASOTA, FL 34243 | AFLAC | $31 | — | $31 | 0.02% |
| JANINE FOX1 | 18 HAVILAND DR SCHENECTADY, NY 12302 | AFLAC | $31 | — | $31 | 0.02% |
| PARK INSURANCE PLANNERS INC3 | 1320 MAGNOLIA BAY CT MAITLAND, FL 32751 | AFLAC | $23 | — | $23 | 0.02% |
| MARY REBECCA WEATHERLY3 | 1934 E LEEWYNN DR SARASOTA, FL 34240 | AFLAC | $22 | — | $22 | 0.02% |
| TLW VENTURES LLC3 | 9825 SANDY PINES RD CLERMONT, FL 34711 | AFLAC | $20 | — | $20 | 0.01% |
| MICHAEL K HALL3 Filed as: MICHAEL HALL | 6630 W BALCK TAIL WAY MCCORDSVILLE, IN 46055 | AFLAC | $19 | — | $19 | 0.01% |
| JENNIFER B MOREHEAD3 Filed as: JENNIFER MOREHEAD | 13412 WHITBY RD HUDSON, FL 34667 | AFLAC | $19 | — | $19 | 0.01% |
| SUSAN BRIMHALL3 | PO BOX 13877 MEXICO BEACH, FL 33410 | AFLAC | $19 | — | $19 | 0.01% |
| MKF & ASSOCIATES INC3 Filed as: MKF ASSOCIATES INC | 4222 MARDEN WAY VESTAVIA, AL 35242 | AFLAC | $18 | — | $18 | 0.01% |
| FRANCIS V CRUZ3 Filed as: FRANCIS CRUZ | 150 MAPLE DR WEXFORD, PA 15090 | AFLAC | $17 | — | $17 | 0.01% |
| LTC INS & FIN PARTNERS INC3 | 6203 MARINA DR HOLMES BEACH, FL 34217 | AFLAC | $16 | — | $16 | 0.01% |
| ROBERT L TRAPNELL JR3 Filed as: ROBERT TRAPNELL | 15 N INDIAN RIVER DR APT 705 COCOA, FL 32922 | AFLAC | $13 | — | $13 | 0.01% |
| LARA CARLSON3 | 106 LAUREL VIEW DR ST SIMONS ISLAND, GA 31522 | AFLAC | $13 | — | $13 | 0.01% |
| J W GRIMES INC3 Filed as: JW GRIMES INC | 6165 WATERFORD RD COLUMBUS, GA 31904 | AFLAC | $12 | — | $12 | 0.01% |
| JESSICA ESKEW3 | 10426 SPRINGROSE DR TAMPA, FL 33626 | AFLAC | $12 | — | $12 | 0.01% |
| MKF & ASSOCIATES INC3 Filed as: MKF ASSOCIATES INC | 300 CAHABA PARK CIR BIRMINGHAM, AL 35242 | AFLAC | $11 | — | $11 | 0.01% |
| ELLEN D JAMES3 Filed as: ELLEN JAMES | 5110 TARI STREAM WAY BRANDON, FL 33511 | AFLAC | $10 | — | $10 | 0.01% |
| HORACE R WEAVER III3 Filed as: HORACE WEAVER | 2512 GARDEN ST MERAUX, LA 70075 | AFLAC | $9 | — | $9 | 0.01% |
| KIMBERLY DIAN CROCKETT3 Filed as: KIMBERLY CROCKETT | 505 LEE RD 214 PHENIX CITY, AL 36870 | AFLAC | $9 | — | $9 | 0.01% |
| W WADE BOTKIN III3 Filed as: WADE BOTKIN | 307 45TH ST W BRADENTON, FL 34209 | AFLAC | $9 | — | $9 | 0.01% |
| HEARTLAND BENEFITS INC3 Filed as: HEARTLAND BENEFITS INC. | 3214 US HIGHWAY 27 S SEBRING, FL 33870 | AFLAC | $8 | — | $8 | 0.01% |
| JUSTIN M REYNOLDS3 Filed as: JUSTIN REYNOLDS | 8433 ENTERPRISE CIR STE 100 LAKEWOOD RANCH, FL 34202 | AFLAC | $8 | — | $8 | 0.01% |
| STEFAN E SCHULT3 Filed as: STEFAN SCHULT | 4216 EILAND DR SEBRING, FL 33875 | AFLAC | $8 | — | $8 | 0.01% |
| ROBIN PONCE3 | 2849 ROXBURY RD WINTER PARK, FL 32789 | AFLAC | $6 | — | $6 | 0.00% |
| JOYCE WEBER ENTERPRISES INC3 Filed as: JOYCE WEBER ENTERPRISES | 13313 FALCON POINTE DR ORLANDO, FL 32837 | AFLAC | $6 | — | $6 | 0.00% |
| KAREN CARROLL3 | 12333 S PUTNEY CT LEESBURG, FL 34788 | AFLAC | $5 | — | $5 | 0.00% |
| MERRITT ENTERPRISE LLC3 | 3518 BONNIE DR APOPKA, FL 32703 | AFLAC | $5 | — | $5 | 0.00% |
| THE MASTERS AGENCY INC3 Filed as: THE MASTERS AGENCY | 4192 PENINSULA PT SANFORD, FL 32771 | AFLAC | $4 | — | $4 | 0.00% |
| MARK A LINSNER3 Filed as: MARK LINSNER | 10375 CENTURION PKWY N STE 100 JACKSONVILLE, FL 32256 | AFLAC | $4 | — | $4 | 0.00% |
| SCHATZIE GROUP LLC3 Filed as: SCHATZIE GROUP | PO BOX 181431 CASSELBERRY, FL 32718 | AFLAC | $3 | — | $3 | 0.00% |
| CLARISSA LYNNE HERRICK3 Filed as: CLARISSA HERRICK | 2791 HAPPY HOLLOW RD SEVIERVILLE, TN 37832 | AFLAC | $3 | — | $3 | 0.00% |
| JANICE NICKELL3 | 245 OAK AVE APT 504 SEBRING, FM 33870 | AFLAC | $3 | — | $3 | 0.00% |
| DOUGLAS J SUCHECKI3 Filed as: DOUGLAS SUCHECKI | 1224 PEACOCK AVE STE 205 COLUMBUS, GA 31906 | AFLAC | $2 | — | $2 | 0.00% |
| RUBICON REGION LLC3 | 1862 KEYSTONE PL SHAUMBURG, IL 60193 | AFLAC | $2 | — | $2 | 0.00% |
| DEREK DEVANE3 | 3205 JERRY SMITH RD DOVER, FL 33527 | AFLAC | $2 | — | $2 | 0.00% |
| MARK C LEE3 Filed as: MARK LEE | 11500 COUNTY LINE RD MIDLAND, GA 31820 | AFLAC | $1 | — | $1 | 0.00% |
| SARAH CADY3 | 123 STONE GABLE CIR WINTER SPRINGS, FL 32708 | AFLAC | $1 | — | $1 | 0.00% |
| LESLIE K KIMBROUGH3 Filed as: LESLIE KIMBROUGH | PO BOX 273488 BOCA RATON, FL 33427 | AFLAC | $1 | — | $1 | 0.00% |
| JENNIE HAWKINS3 | 3216 MEDICI BLVD NEW SMYRNA BEACH, FL 32168 | AFLAC | $1 | — | $1 | 0.00% |
| TANYA L WINCHESTER3 Filed as: TANYA WINCHESTER | 9825 SANDY PINES RD CLERMONT, FL 34711 | AFLAC | $1 | — | $1 | 0.00% |
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $2K | $13K | 11.80% |
| 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 | — | $11K | $11K | 10.00% |
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $2K | $13K | 12.15% |
| 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 | — | $5K | $5K | 5.00% |
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $2K | $11K | 11.80% |
| 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 | — | $10K | $10K | 10.00% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS | 26 LAKE WIRE DR LAKELAND, FL 33815 | VISION SERVICE PLAN | $2K | — | $2K | 2.06% |
| OMS INSURANCE GROUP3 | PO BOX 2 LAKELAND, FL 33802 | VISION SERVICE PLAN | $601 | — | $601 | 0.69% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS | 4634 GULFSTARR DR DESTIN, FL 32541 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 10.74% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS | — | GUARDIAN | — | $3K | $3K | 7.56% |
| BENETEK CORPORATION3 | 4275 WEST SAND LAKE RD ORLANDO, FL 32819 | GUARDIAN | $1K | — | $1K | 4.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR INC EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $437K |
| OMS INSURANCE GROUP EIN 59-3757026 BROKER | Other commissions Service code 55 | PO BOX 2 LAKELAND, FL 33802 | $186K |
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 | 849 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 849 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GUARDIAN | 878 | $37K |
| Vision | VISION SERVICE PLAN | 853 | $87K |
| Life insurance(4 contracts, 2 carriers) | AFLAC | 987 | $719K |
| Short-term disability(4 contracts, 2 carriers) | AFLAC | 987 | $719K |
| Long-term disability(2 contracts, 2 carriers) | AFLAC | 503 | $255K |
| Stop-loss / reinsurancereinsurance | SUNLIFE ASSURANCE COMPANY OF CANADA | 849 | $1.2M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 196 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 987 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.