| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BATEMAN GORDON & SANDS3 | PO BOX 270 POMPANO BEACH, FL 33061 | BLUE CROSS BLUE SHIELD OF FLORIDA | $58K | — | $58K | 6.00% |
| BATEMAN GORDON & SANDS3 Filed as: BATEMAN GORDON AND SANDS INC | 3050 N FEDERAL HWY STE 100 POMPANO BEACH, FL 33064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | — | $13K | 10.58% |
| STALTARE BENEFITS INC3 | 1172 SE 3RD TERRACE DEERFIELD BEACH, FL 33441 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 2.27% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ADAM IRA BROWN | 700 NE 7TH AVENUE #6 FORT LAUDERDALE, FL 33304 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $157 | $1K | 1.22% |
| GINA MARIE MARTINEZ3 | 2401 NE 65TH STREET FT LAUDERDALE, FL 33308 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $863 | — | $863 | 0.72% |
| LYNN MARIE BARRY3 | PO BOX 1287 LANGHORNE, PA 19047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $686 | $158 | $844 | 0.71% |
| ESQUEN INSURANCE GROUP CORP3 | 14552 SW 152ND PLACE MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $693 | $14 | $707 | 0.59% |
| CAROLE J CASELLA3 | 106 WATERVIEW DRIVE PALM BEACH GARDENS, FL 33418 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $402 | $89 | $491 | 0.41% |
| RAUL CAIRO3 | 2555 COLLINS AVE MIAMI BEACH, FL 33140 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $443 | — | $443 | 0.37% |
| DIANA HOYOS3 | 888 S ANDREWS AVE FORT LAUDERDALE, FL 33316 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $410 | — | $410 | 0.34% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $384 | — | $384 | 0.32% |
| SUFINANZA INSURANCE AND FINANCIAL S3 | 3351 NW 85TH AVE CORAL SPRINGS, FL 33065 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $319 | — | $319 | 0.27% |
| MARIA D KADALA3 | 1830 N. UNIVERSITY DR. PLANTATION, FL 33322 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $298 | — | $298 | 0.25% |
| MARK THOMAS LIBERSTEIN SR3 Filed as: MARK THOMAS LIEBERSTEIN SR | 5301 CENTRAL AVE ST. PETERSBURG, FL 33710 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $281 | — | $281 | 0.23% |
| MICHELLE C SWEENEY3 | 1285 NW 4TH ST BOCA RATON, FL 33486 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $251 | — | $251 | 0.21% |
| DORIS JUDITH BEJARANO3 | 2114 N FLAMINGO RD PEMBROKE PINES, FL 33028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $212 | $1 | $213 | 0.18% |
| BRAD BIEL3 | 1050 WALL STREET WEST LYNDHURST, NJ 07071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | $118 | $177 | 0.15% |
| KARINA ALEXANDRA BARRIOS3 | 7000 NOVA DR DAVIE, FL 33317 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $136 | $37 | $173 | 0.14% |
| JANET S DOHERTY3 | 138 SKY RIDGE DR. VALRICO, FL 33594 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $163 | — | $163 | 0.14% |
| GABRIEL LISSARRAGUE3 | 900 JEFFERSON AVE MIAMI BEACH, FL 33139 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | — | $154 | 0.13% |
| JAMES M EANES3 | 1700 E JACKSON ST PENSACOLA, FL 32501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $24 | $119 | 0.10% |
| SALLY MICHELLE MCCAULEY3 | 4530 BAYSHORE BLVD NE ST. PETERSBURG, FL 33703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 0.09% |
| LAWRENCE DAVID FURNISS3 | 12825 SW 112 TERRACE MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.07% |
| ROBERT BAXTER3 | 2739 VIA PIAZZA LOOP FT. MYERS, FL 33905 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 0.06% |
| COACH CONCEPTS INC3 | 5655 OAKHURST DRIVE SEMINOLE, FL 33772 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $17 | $69 | 0.06% |
| B & B INSURANCE SOLUTIONS INC3 | 12002 SW 128TH CT MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $27 | $65 | 0.05% |
| EM FINANCIAL SERVICES LLC3 | 13500 SW 88TH STREET SUITE 211 MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.04% |
| MARK RITCHIE3 Filed as: MARK ROCCO CONBOY | 142 OCEAN COVE DR JUPITER, FL 33477 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.03% |
| AC INSURANCE SERVICES LLC3 | 2077 NW 111TH TER CORAL SPRINGS, FL 33071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $10 | $37 | 0.03% |
| HOWARD HOROWITZ3 Filed as: HOWARD J HOROWITZ | 2610 ALCOTT STREET CARMEL, IN 46032 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | $8 | $32 | 0.03% |
| DAVID CHRISTOPHER NUNES3 | 11332 SW 133 PL MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.03% |
| WORLD PRIME SOLUTIONS3 | 7000 NOVA DR DAVIE, FL 33317 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| WILLIAM GARDNER EICHHORN3 | 3450 CHAPEL CREEK CIR WESLEY CHAPEL, FL 33544 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.02% |
| EDGARDO JESUS MINI-ESPEJO3 | 13500 SW 88TH STREET SUITE 211 MIAMI, FL 33186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| BRITO BENEFITS SOLUTIONS INC3 | 14716 SOUTHWEST 112 TER MIAMI, FL 33196 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $4 | $14 | 0.01% |
| ERLANDE MICHEL3 | 3629 INZERRARY BLVD LAUDERHILL, FL 33319 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $8 | $13 | 0.01% |
| DONNIE HILL LLC3 | P O BOX 10072 HUNTSVILLE, AL 35801 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $5 | $11 | 0.01% |
| JUDITH I VIDAL3 | 7280 STIRLING RD HOLLYWOOD, FL 33024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| HONORIO GUILLERMO AQUINO3 | 15 WATERFALL WAY THE WOODLANDS, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| PRIVACY 360 LLC3 | 142 OCEAN COVE DR JUPITER, FL 33477 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| WAYNE RIMMER3 | 7454 FARMERS RD PENSACOLA, FL 32526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| LINDA CANTU3 | 902 WEST 12TH STREET FREEPORT, TX 77541 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| BATEMAN GORDON & SANDS3 | 3050 N FEDERAL HWY POMPANO BEACH, FL 33064 | FLORIDA COMBINED LIFE | $4K | — | $4K | 9.73% |
| BENEFITMALL3 | 6750 N ANDREWS AVE STE 125 FT. LAUDERDALE, FL 33309 | FLORIDA COMBINED LIFE | $2K | — | $2K | 4.84% |
| BATEMAN GORDON & SANDS3 | PO BOX 270 POMPANO BEACH, FL 33061 | HEALTH OPTIONS | $2K | — | $2K | 6.00% |
| BATEMAN GORDON & SANDS3 | 3050 N FEDERAL HWY POMPANO BEACH, FL 33064 | FLORIDA COMBINED LIFE | $772 | — | $772 | 4.70% |
| BENEFITMALL3 | 6750 N ANDREWS AVE STE 125 FT. LAUDERDALE, FL 33309 | FLORIDA COMBINED LIFE | $428 | — | $428 | 2.61% |
| BATEMAN GORDON & SANDS3 | 3050 N FEDERAL HWY POMPANO BEACH, FL 33064 | BLUE CROSS & BLUE SHIELD OF FLORIDA, INC. | $822 | — | $822 | 8.00% |
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 | 146 | 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) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 143 | $997K |
| Dental(2 contracts) | FLORIDA COMBINED LIFE | 83 | $58K |
| Vision | BLUE CROSS & BLUE SHIELD OF FLORIDA, INC. | 86 | $10K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 112 | $120K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 143 | $997K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 112 | $120K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 143 | — |
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.