| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CARLA LOOPER3 | 23363 JACOBSON ROAD BROOKSVILLE, FL 34601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 3.49% |
| RICHARD P MACKIEWICZ3 | 4809 EHRLICH RD #104 TAMPA, FL 33624 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.98% |
| KATHRYN SUZANNE AXENTE3 Filed as: KATHRYN S AXENTE | 7020 PELICAN ISLAND TAMPA, FL 33634 | CONTINENTAL AMERICAN INSURANCE COMPANY | $918 | — | $918 | 0.45% |
| AIMEE BRANDON3 Filed as: AIMEE Z BRANDON | 28322 OPEN FIELD LOOP WESLEY CHAPEL, FL 33543 | CONTINENTAL AMERICAN INSURANCE COMPANY | $173 | — | $173 | 0.08% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 3031 N ROCKY POINT DR W STE 700 TAMPA, FL 33607 | HUMANA INSURANCE COMPANY | $7K | — | $7K | 6.76% |
| CARLA LOOPER3 Filed as: CARLA L LOOPER | 1083 PONCE DE LEON BLVD BROOKSVILLE, FL 34601 | HUMANA INSURANCE COMPANY | $3K | — | $3K | 3.13% |
| LOOPER INS AGENCY LLC3 | 23363 JACOBSON ROAD BROOKSVILLE, FL 34601 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | — | $9K | 32.92% |
| LAMSON CONSULTING GROUP LLC4 | 1038 SHENANDOAH LN SPRING HILL, FL 34606 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $850 | — | $850 | 8.21% |
| CARLA LOOPER4 Filed as: CARLA L LOOPER | 23363 JACOBSON ROAD BROOKSVILLE, FL 34601 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $739 | — | $739 | 7.14% |
| MERCER HEALTH AND BENEFITS, LLC4 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $225 | — | $225 | 2.17% |
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 | 1,111 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,116 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONTINENTAL AMERICAN INSURANCE COMPANY | 957 | $205K |
| Vision | HUMANA INSURANCE COMPANY | 912 | $101K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,242 | $649K |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,242 | $649K |
| Other(4 contracts, 4 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,242 | $892K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,242 | — |
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.