| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 240 S PINEAPPLE AVE SUITE 301 SARASOTA, FL 34236 | HUMANA INSURANCE COMPANY | $12K | $214 | $12K | 13.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | 1819 MAIN STREET STE 510 SARASOTA, FL 34236 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $158 | $3K | 21.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 1819 MAIN ST STE 510 SARASOTA, FL 34236 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $127 | $3K | 20.90% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 1819 MAIN ST STE 510 SARASOTA, FL 34236 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $142 | $3K | 21.19% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC | 1819 MAIN ST STE 510 SARASOTA, FL 34236 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $37 | $2K | 20.36% |
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 | 141 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA HEALTH, INC. | 159 | $667K |
| Dental | HUMANA INSURANCE COMPANY | 141 | $87K |
| Vision | HUMANA INSURANCE COMPANY | 141 | $87K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $25K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 34 | $12K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 32 | $14K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 137 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 159 | — |
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.