| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ IBENEFITS & INSURANCE SERVICES | — | UNITEDHEALTHCARE INSURANCE COMPANY | $129K | — | $129K | 3.44% |
| VITA INSURANCE ASSOCIATES, INC.3 | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | UNITEDHEALTHCARE INSURANCE COMPANY | $28K | — | $28K | 0.74% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 2255 GLADES RD STE 321A BOCA RATON, FL 33431 | KAISER FOUNDATION HEALTH PLAN | $86K | — | $86K | 3.30% |
| VITA INSURANCE ASSOCIATES, INC.3 | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | KAISER FOUNDATION HEALTH PLAN | $18K | $48 | $18K | 0.68% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | P.O. BOX 632886 C/O COMMISSIONS DEPT CINCINNATI, OH 45263 | UNITEDHEALTHCARE INSURANCE COMPANY | $20K | — | $20K | 7.47% |
| VITA INSURANCE ASSOCIATES, INC.3 | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 1.68% |
| HUNT & ASSOC INS SERVICE INC3 | CBIZ HUNT AND ASSOCIATES 160 W. SANTA CLARA, STE 450 SAN JOSE, CA 95113 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 11.93% |
| VITA INSURANCE ASSOCIATES, INC.3 | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 2.87% |
| RICHARD G MCGOWAN3 Filed as: RICHARD B MILLANG INS SVC INC | — | AFLAC | $981 | $11 | $992 | 3.43% |
| JESSICA L MILWOOD3 | — | AFLAC | $360 | — | $360 | 1.25% |
| AMY E COHEN3 Filed as: AMY A PURVIS | — | AFLAC | $316 | — | $316 | 1.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL D EADE | — | AFLAC | $294 | $3 | $297 | 1.03% |
| DERREK LYN KECK3 | — | AFLAC | $279 | — | $279 | 0.97% |
| BALTOR INSURANCE SERVICES3 | — | AFLAC | $235 | — | $235 | 0.81% |
| TIMOTHY J REED3 Filed as: TIMOTHY C QUINN | — | AFLAC | $102 | — | $102 | 0.35% |
| WORKSITE BENEFITS GROUP INC3 Filed as: WORKSITE BENEFITS CONSULTANTS | — | AFLAC | $75 | — | $75 | 0.26% |
| EDWARD D SOMMER3 Filed as: EDWARD A ECHEVERRIA | — | AFLAC | $62 | — | $62 | 0.21% |
| HENRY DUNN INC3 Filed as: HENRY J IRELAND | — | AFLAC | $60 | — | $60 | 0.21% |
| CHARLES D. BLOCK3 Filed as: CHARLES H WARREN | — | AFLAC | $56 | — | $56 | 0.19% |
| DAWN T SUCHECKI3 Filed as: DAWN M TYACK | — | AFLAC | $52 | — | $52 | 0.18% |
| RANDALL D LADNER3 Filed as: RANDALL C NORRIS | — | AFLAC | $50 | — | $50 | 0.17% |
| BRADD F SHATTUCK3 | — | AFLAC | $48 | — | $48 | 0.17% |
| MATTHEW G BURNSIDE3 | — | AFLAC | $46 | — | $46 | 0.16% |
| DEREK DEVANE3 Filed as: DEREK D MIZAUR | — | AFLAC | $44 | — | $44 | 0.15% |
| VIRGIL LEE WHITE3 | — | AFLAC | $37 | — | $37 | 0.13% |
| ANNE OWENS3 Filed as: ANNE JANICE RUIZ | — | AFLAC | $32 | — | $32 | 0.11% |
| MELODY B THOMPSON3 Filed as: MELODY P IRELAND | — | AFLAC | $27 | — | $27 | 0.09% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES DONALD SPROUSE | — | AFLAC | $26 | — | $26 | 0.09% |
| MARK C. HUBER3 Filed as: MARK C HUBER | — | AFLAC | $25 | — | $25 | 0.09% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS SERVICES INC. | — | AFLAC | $25 | — | $25 | 0.09% |
| KATHRYN SUZANNE AXENTE3 Filed as: KATHRYN MARIE HUSTON | — | AFLAC | $25 | — | $25 | 0.09% |
| HARRIET M. ARGUE3 Filed as: HARRIET ANNE GARLAND | — | AFLAC | $22 | — | $22 | 0.08% |
| CHARLES D. BLOCK3 Filed as: CHARLES GARLAND | — | AFLAC | $21 | — | $21 | 0.07% |
| ALLISON FARRIS WENDELBERGER3 | — | AFLAC | $17 | — | $17 | 0.06% |
| MICHELLE LAMPERT3 Filed as: MICHELLE T DUBE | — | AFLAC | $16 | — | $16 | 0.06% |
| DIKIRES ATAKA3 | — | AFLAC | $15 | — | $15 | 0.05% |
| TALLY RHOADES3 Filed as: TALLY L RHOADES | — | AFLAC | $13 | — | $13 | 0.05% |
| JOSHUA D TERRELL3 | — | AFLAC | $12 | — | $12 | 0.04% |
| LAURALYNE BOONE3 | — | AFLAC | $12 | — | $12 | 0.04% |
| MICHAEL C WALKER3 Filed as: MICHAEL JAMES RHODD | — | AFLAC | $12 | — | $12 | 0.04% |
| LES HEINSEN INS SERVICES INC3 | — | AFLAC | $9 | — | $9 | 0.03% |
| JOSHUA PAUL GROUP INC3 Filed as: JOSHUA TERRELL | — | AFLAC | $9 | — | $9 | 0.03% |
| CHRIS BRANSON3 | — | AFLAC | $9 | — | $9 | 0.03% |
| FALCE BENEFITS GROUP INC.3 Filed as: FALCE BENEFITS GROUP INC | — | AFLAC | $6 | $3 | $9 | 0.03% |
| D BREDESON INSURANCE SERVICES INC3 Filed as: D BREDESON INSURANCE SERVICE INC | — | AFLAC | $8 | — | $8 | 0.03% |
| JAMES S SARANTIS3 | — | AFLAC | $8 | — | $8 | 0.03% |
| MARLON JASON HINES3 | — | AFLAC | $7 | — | $7 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H WILLIS | — | AFLAC | $5 | — | $5 | 0.02% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: MATTHEW DOMINIC BROWN | — | AFLAC | $5 | — | $5 | 0.02% |
| GUILLERMO H PALOMINO3 | — | AFLAC | $4 | — | $4 | 0.01% |
| VICTORIA L FLYNN3 Filed as: VICTORIA HOWARD | — | AFLAC | $4 | — | $4 | 0.01% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN DANIEL PAYNE | — | AFLAC | $3 | — | $3 | 0.01% |
| KRISTINA J KUNZ3 | — | AFLAC | $3 | — | $3 | 0.01% |
| PAUL GLOBAL BENEFITS INC3 Filed as: PAUL SCHNAIDER | — | AFLAC | $3 | — | $3 | 0.01% |
| SHANE M OWEN3 Filed as: SHANE CRAIG DAVISON | — | AFLAC | $3 | — | $3 | 0.01% |
| CHARLES D. BLOCK3 Filed as: CHARLES B CAREY | — | AFLAC | $2 | — | $2 | 0.01% |
| NICHOLAS E VIGIL3 | — | AFLAC | $2 | — | $2 | 0.01% |
| AMY E COHEN3 Filed as: AMY MARIE LUDWICK | — | AFLAC | $1 | — | $1 | 0.00% |
| HORACE R WEAVER III3 | — | AFLAC | $1 | — | $1 | 0.00% |
| MARK METTILLE3 Filed as: MARK SAMUEL TOWBER | — | AFLAC | $1 | — | $1 | 0.00% |
| DENA JORDAN3 Filed as: DENA L JORDAN | — | AFLAC | $1 | — | $1 | 0.00% |
| DUANE A ADAMS0 Filed as: DUANE ANDREW FRY | — | AFLAC | $1 | — | $1 | 0.00% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA A CHAMBLISS | — | AFLAC | $1 | — | $1 | 0.00% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER LYMAN SR | — | AFLAC | $1 | — | $1 | 0.00% |
| ERIC BROGAN3 Filed as: ERIC E MILLER | — | AFLAC | $1 | — | $1 | 0.00% |
| METHAN M MILLER3 | — | AFLAC | $0 | — | $0 | 0.00% |
| SIERRA N KIRSHY3 | — | AFLAC | $0 | — | $0 | 0.00% |
| SUSAN C BRIMHALL3 | — | AFLAC | $0 | — | $0 | 0.00% |
| JANINEN FOX3 | — | AFLAC | $0 | — | $0 | 0.00% |
| MARY REBECCA WEATHERLY3 | — | AFLAC | $0 | — | $0 | 0.00% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $619 | — | $619 | 2.52% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $432 | — | $432 | 1.76% |
| HOLLERN & ASSOCIATES INCORPORATED3 | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | — | $234 | 0.95% |
| RICHARD G MCGOWAN3 Filed as: RICHARD E HEMMERLING | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 0.36% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 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 | 317 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 326 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 656 | $6.4M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 656 | $3.8M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 656 | $3.8M |
| Life insurance(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 336 | $325K |
| Short-term disability(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 336 | $325K |
| Long-term disability(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 336 | $300K |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 656 | $6.4M |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 380 | $328K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 656 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.