| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL & ASSOCIATES, INC. | 10739 DEERWOOD PARK BLVD, STE 200 JACKSONVILLE, FL 322564839 | BLUE CROSS BLUE SHIELD OF FLORIDA | $32K | — | $32K | 3.00% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL & ASSOCIATES | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 5.00% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE STE 1100 CHICAGO, IL 606036115 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $78 | $78 | 0.04% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL & ASSOCIATES | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | UNITED CONCORDIA INSURANCE COMPANY | $3K | — | $3K | 3.72% |
| GREENE-HAZEL & ASSOCS INC3 Filed as: GREENE-HAZEL & ASSOCIATES | 10739 DEERWOOD PARK BLVD STE 200 JACKSONVILLE, FL 32256 | HUMANA INSURANCE COMPANY | $1K | — | $1K | 10.05% |
| CUMMINGS, WILLIAM T3 Filed as: CUMMINGS WILLIAM T | 8833 PERIMETER PARK BLVD STE 703 JACKSONVILLE, FL 32216 | HUMANA INSURANCE COMPANY | -$8 | — | -$8 | -0.05% |
| HAUGHT FINANCIAL GRP INC3 Filed as: HAUGHT FINANCIAL GROUP INC | 8833 PERIMETER PARK BLVD STE 703 JACKSONVILLE, FL 32216 | HUMANA INSURANCE COMPANY | -$8 | — | -$8 | -0.05% |
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 | 356 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 246 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 602 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 175 | $1.1M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 238 | $75K |
| Vision | HUMANA INSURANCE COMPANY | 133 | $15K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 260 | $179K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 260 | $179K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 260 | $179K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 175 | $1.1M |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 260 | $179K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 260 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.