| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY SUITE 27 LAKE MARY, FL 32746 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $23K | $23K | 4.30% |
| DAWSON CONSULTING GROUP, LLC3 | 285 COZZINS STREET COLUMBUS, OH 43215 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $8K | $8K | 1.58% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY SUITE 270 LAKE MARY, FL 32746 | UNITED CONCORDIA INSURANCE COMPANY | $3K | — | $3K | 8.73% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS PARKWAY SUITE 300 RICHFIELD, OH 44286 | UNITED CONCORDIA INSURANCE COMPANY | $766 | $153 | $919 | 2.92% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OHIO LLC | 3900 KINROSS LAKES PARKWAY SUITE 300 RICHFIELD, OH 44286 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 11.52% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY SUITE 270 LAKE MARY, FL 32746 | METROPOLITAN LIFE INSURANCE COMPANY | $807 | — | $807 | 2.70% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF FLORIDA LLC | 300 COLONIAL CENTER PARKWAY SUITE 270 LAKE MARY, FL 32746 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $469 | — | $469 | 6.84% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS DBA DAWSON INSURANC | ASSUREDPARTNERS OF OHIO RICHFIELD, OH 44286 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $202 | — | $202 | 2.95% |
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 | 114 | 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) | 114 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 100 | $537K |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 91 | $31K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 126 | $7K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 151 | $30K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 151 | $30K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 151 | $30K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 151 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 151 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.