| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | HUMANA MEDICAL PLAN, INC. | $181K | $0 | $181K | 2.91% |
| RGL INSURANCE AGENCY3 Filed as: RGL INSURANCE AGENCY INC | 6848 GRIFFIN ROAD DAVIE, FL 33314 | HUMANA MEDICAL PLAN, INC. | $22 | $0 | $22 | 0.00% |
| AMG BRICKELL INC3 | STE 401 1111 PARK CENTRE BLVD MIAMI, FL 33169 | HUMANA MEDICAL PLAN, INC. | $7 | $0 | $7 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | KAISER FOUNDATION HEALTH PLAN | $38K | $0 | $38K | 3.97% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | KAISER FOUNDATION HEALTH PLAN, INC. | $35K | $0 | $35K | 3.62% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | HUMANA INSURANCE COMPANY | $76K | $0 | $76K | 13.52% |
| RGL INSURANCE AGENCY3 Filed as: RGL INSURANCE AGENCY INC | 6848 GRIFFIN ROAD DAVIE, FL 33314 | HUMANA INSURANCE COMPANY | $35 | $0 | $35 | 0.01% |
| AMG BRICKELL INC3 | 1111 PARK CENTRE BLVD STE 401 MIAMI, FL 33169 | HUMANA INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $25K | $0 | $25K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | $0 | $16K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14K | $247 | $14K | 8.84% |
| PARKER MICHAEL3 | 1776 AMERICAN HERITAGE LIFE DR JACKSONVILLE, FL 32224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18K | $0 | $18K | 12.40% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5K | $0 | $5K | 3.63% |
| MORRIS JR SAMUEL R3 | 1776 AHL DRIVE JACKSONVILLE, FL 32224 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.12% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | HUMANADENTAL INSURANCE COMPANY | $9K | $0 | $9K | 13.30% |
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 | 9,574 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 9,574 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | HUMANA MEDICAL PLAN, INC. | 1,231 | $8.4M |
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 1,622 | $631K |
| Vision | HUMANA INSURANCE COMPANY | 1,622 | $565K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 9,574 | $330K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 9,574 | $330K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,574 | — |
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.