| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 8430 ENTERPRISE CIRCLE SUITE 110 LAKEWOOD RANCH, FL 34202 | BLUE CROSS BLUE SHIELD OF FLORIDA | $25K | $0 | $25K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5664 PRARIE CREEK DR SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE | $2K | $0 | $2K | 4.30% |
| ALLTRUST INSURANCE3 | 2965 ALT 19 N PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE | $445 | $0 | $445 | 1.00% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5664 PRARIE CREEK DRIVE SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 8.84% |
| ALLTRUST INSURANCE3 | 2965 ALT 19 N PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $365 | $0 | $365 | 1.16% |
| ALLTRUST INSURANCE3 | 2965 ALT 19 N PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $240 | $3K | $3K | 11.60% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 5664 PRARIE CREEK DRIVE SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.03% |
| ACRISURE LLC3 | 5664 PRARIE CREEK DRIVE SE CALEDONIA, MI 49316 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.11% |
| ALLTRUST INSURANCE3 | 2965 ALT 19 PALM HARBOR, FL 34683 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $162 | $1K | $1K | 6.76% |
| ACRISURE LLC3 Filed as: ACRISURE, LLC | 2965 ALT 19 N PALM HARBOR, FL 34683 | ADVANTICA REINSURANCE COMPANY | $2K | $0 | $2K | 14.00% |
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 | 124 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 101 | $505K |
| Dental | UNITED OF OMAHA LIFE INSURANCE | 143 | $45K |
| Vision | ADVANTICA REINSURANCE COMPANY | 181 | $12K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 98 | $31K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 97 | $25K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 70 | $18K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF FLORIDA | 101 | $505K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 98 | $31K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 181 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.