| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RAIMEY CORPORATION3 | 12450 BRANTLEY COMMONS COURT FORT MYERS, FL 33907 | BLUE CROSS BLUE SHIELD OF FLORIDA | $13K | $0 | $13K | 4.00% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | BLUE CROSS BLUE SHIELD OF FLORIDA | $7K | $0 | $7K | 4.00% |
| RAIMEY CORPORATION3 | 12450 BRANTLEY COMMONS COURT FORT MYERS, FL 33907 | BLUE CROSS BLUE SHIELD OF FLORIDA | $6K | $0 | $6K | 4.00% |
| LEADING EDGE BENEFIT ADVISORS LLC3 | 12450 BRANTLEY COMMON COURT FORT MYERS, FL 33907 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $640 | $5K | 4.21% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.88% |
| UNITED BENEFIT ADVISORS OF FLORIDA3 | 10923 COUNTRYWAY BOULEVARD TAMPA, FL 33626 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.80% |
| DAILYFEATS INC.3 | 101 TREMONT STREET, 11TH FLOOR BOSTON, MA 02108 | PRINCIPAL LIFE INSURANCE COMPANY | -$876 | $0 | -$876 | -0.80% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62689 VIRGINIA BEACH, VA 23466 | BLUE CROSS BLUE SHIELD OF FLORIDA | $3K | $0 | $3K | 4.00% |
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 | 111 | 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) | 111 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 67 | $693K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 196 | $109K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 196 | $109K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 196 | $109K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 196 | $109K |
| Prescription drug(4 contracts) | BLUE CROSS BLUE SHIELD OF FLORIDA | 67 | $693K |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 196 | $109K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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."
No prospect flags tripped on this filing.