| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE, LLC | 1317 CITIZENS BLVD LEESBURG, FL 347483923 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 4.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: LASSITERWARE LLC | 1317 CITIZENS BLVD LEESBURG, FL 34784 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $927 | — | $927 | 3.27% |
| HENRY J SAMAAN3 Filed as: HENRY JACOB SAMAAN | 19 W 152 21ST PLACE LOMBARD, IL 60148 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $519 | — | $519 | 1.83% |
| IMA, INC.3 Filed as: IMA INC | DBA IMA WALDMAN DALLAS, TX 75240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $270 | — | $270 | 0.95% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $219 | $33 | $252 | 0.89% |
| GERALD A GREENEN3 | 472 ROUTE 47 SUGAR GROVE, IL 60554 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220 | — | $220 | 0.78% |
| DEBRA POCZATKO3 Filed as: DEBRA RENEE BARCH | 14466 S ELIZABETH LN HOMER GLEN, IL 60491 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $197 | — | $197 | 0.70% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $88 | $33 | $121 | 0.43% |
| STEPHANIE ANN VINCENT3 | 15 ATLANTA CT MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | — | $91 | 0.32% |
| VITI FINANCIAL SERVICES INC3 | 445 SHERIDAN RD HIGHWOOD, IL 60040 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.30% |
| ELAISIUS BONNER3 | 974 ROSEFILED LANE AURORA, IL 60504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $56 | — | $56 | 0.20% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.13% |
| BRANDY R BYERS3 | 9766 STONEHEARTH FORNEY, TX 75126 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.10% |
| STUART DUNKLE3 | 405 CR 3236 QUITMAN, TX 75783 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.07% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $1 | $18 | 0.06% |
| WILLIAM LEROY VINCENT3 | 2501 CHAMBRAY LANE MANSFIELD, TX 76063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.05% |
| SUSAN FONTANA FLYNN3 | 8814 EAGLE POINT DR. KNOXVILLE, TN 37931 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.04% |
| SHAUN PATRICK CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $6 | $8 | 0.03% |
| DAVID J MCCLELLAN3 | 118 ROYAL HORSE WAY REINHOLDS, PA 17569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
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 | 331 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 331 | $122K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 331 | $122K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 149 | $28K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 149 | $28K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 149 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 331 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.