| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | BLUE CROSS BLUE SHIELD OF FLORIDA | $141K | $0 | $141K | 3.00% |
| MARIALENA SELVAGGIO3 | AND VARIOUS OTHER BROKERS 1685 SW 4TH AVE BOCA RATON, FL 33432 | AFLAC | $39K | $1K | $40K | 7.85% |
| LEONAGGEO BENEFITS INC3 | 1 E CHESTERFIELD DR BOYNTON BEACH, FL 33426 | AFLAC | $32K | $895 | $33K | 6.46% |
| TINA MARIE MURRAY3 | 112 MEDICAL CENTER AVE SEBRING, FL 33870 | AFLAC | $27K | $848 | $28K | 5.57% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $0 | $5K | 1.71% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 1.39% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $20K | $0 | $20K | 15.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $1K | $8K | 5.79% |
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 | 950 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 950 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 448 | $5.2M |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 950 | $286K |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 950 | $286K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 561 | $135K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 561 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 950 | — |
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.