| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC. | 738 N 1ST ST STE 202 SAN JOSE, CA 951126371 | UNITED HEALTHCARE INSURANCE COMPANY | $28K | — | $28K | 0.42% |
| LEAVITT GROUP3 Filed as: LEAVITT CENTRAL COAST INSURANCE SVC | 950 E BLANCO RD STE 103 SALINAS, CA 939014419 | UNITED HEALTHCARE INSURANCE COMPANY | $25K | — | $25K | 0.38% |
| QUICKBENEFITS LLC3 | 6125 LUTHER LN STE 240 DALLAS, TX 752256202 | UNITED HEALTHCARE INSURANCE COMPANY | $23K | — | $23K | 0.35% |
| INTRUST BUSINESS PARTNERS LLC3 | 412 E MADISON ST STE 809 TAMPA, FL 336024616 | UNITED HEALTHCARE INSURANCE COMPANY | $18K | — | $18K | 0.27% |
| GBS BENEFITS INC3 | 465 S 400 E STE 300 SALT LAKE CTY, UT 841113349 | UNITED HEALTHCARE INSURANCE COMPANY | $17K | — | $17K | 0.26% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES, | 32110 AGOURA RD WESTLAKE VILLAGE, CA 913614026 | UNITED HEALTHCARE INSURANCE COMPANY | $15K | — | $15K | 0.22% |
| STAHL & ASSOCIATES INSURANCE INC.3 Filed as: STAHL & ASSOCIATES INS INC | 91 LAKE MORTON DR LAKELAND, FL 338015346 | UNITED HEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 0.22% |
| PETRA PACIFIC INSURANCE SERVICE INC3 | 13950 CERRITOS CORPORATE DR STE A CERRITOS, CA 907032468 | UNITED HEALTHCARE INSURANCE COMPANY | $14K | — | $14K | 0.21% |
| GROUP INSURANCE INC OF LA3 | 3636 S SHERWOOD FOREST BLVD STE 111 BATON ROUGE, LA 708162262 | UNITED HEALTHCARE INSURANCE COMPANY | $12K | — | $12K | 0.19% |
| OCI INSURANCE AND FINANCIAL SERVICE3 | 4221 N 203RD ST STE 200 ELKHORN, NE 680223474 | UNITED HEALTHCARE INSURANCE COMPANY | $11K | — | $11K | 0.17% |
| CAHABA BENEFITS GROUP LLC3 | 400 VESTAVIA PKWY STE 250 BIRMINGHAM, AL 352163750 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.16% |
| MARIO ELOY ROIZ3 | 10446 NW 31ST TER DORAL, FL 331721200 | UNITED HEALTHCARE INSURANCE COMPANY | $10K | — | $10K | 0.15% |
| HYLANT GROUP INC3 | 250 INTERNATIONAL PKWY STE 330 LAKE MARY, FL 327465055 | UNITED HEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.14% |
| CLEARPATH BENEFIT ADVISORS LLC3 | 300 SPRUCE ST STE 250 COLUMBUS, OH 432151176 | UNITED HEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 0.13% |
| LMM CONSULTANTS3 Filed as: LMM CONSULTANTS LLC | 1302 WAUGH DR 106 HOUSTON, TX 770193908 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 0.13% |
| JACK RICE INSURANCE LLC3 | 13080 BELCHER RD S STE H LARGO, FL 337731642 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | — | $8K | 0.13% |
| PARAGON PARTNERS LTD3 | 9420 E DOUBLETREE RANCH RD STE C103 SCOTTSDALE, AZ 852585589 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.11% |
| FOLEY BENEFITS GROUP LLC3 | PO BOX 1728 SPRINGFIELD, OH 455011728 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.11% |
| LOWDERMILK & ASSOCIATES, INC3 | 5600 GREENWOOD PLAZA BLVD STE 325 GREENWOOD VILLAGE, CO 801112316 | UNITED HEALTHCARE INSURANCE COMPANY | $7K | — | $7K | 0.10% |
| EMPLOYER INSURANCE SOLUTIONS LLC3 | 3031 MAGNOLIA AVE PENSACOLA, FL 325034178 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.10% |
| SCOTT BRICK EASTMAN3 | PO BOX 6009 ASHLAND, VA 230056009 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.09% |
| TABER FINANCIAL SERVICES INC3 | PO BOX 2124 MARCO ISLAND, FL 341462124 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.09% |
| BEERE & PURVES INC3 | 1350 TREAT BLVD STE 470 WALNUT CREEK, CA 945972153 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.09% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 101 S 200 E STE 300 SALT LAKE CITY, UT 841113107 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 0.09% |
| LEADING EDGE BENEFIT ADVISORS LLC3 | 12450 BRANTLEY COMMONS CT FORT MYERS, FL 339075663 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.06% |
| WILLIAM RAY WILLIAMS3 | 200 E SAINT JULIAN ST STE 525 SAVANNAH, GA 314012754 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.06% |
| LOCKARD & WILLIAMS INSURANCE SVS PA3 Filed as: LOCKARD & WILLIAM INS SERVICES PA | PO BOX 1688 PASCAGOULA, MS 395681688 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | $197 | $4K | 0.05% |
| MEYERS GLAROS GROUP LLC3 | 8605 BROADWAY MERRILLVILLE, IN 464107033 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.05% |
| DAVID BECK3 Filed as: DAVID ROBERT BILLSBOROUGH | 57 N LAKEVIEW AVE WINTER GARDEN, FL 347872709 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.05% |
| LEAVITT GROUP3 Filed as: MCDONALD-LEAVITT INSURANCE AGENCY I | 2800 CLEVELAND AVE STE D SANTA ROSA, CA 954032784 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.05% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC-WALNUT | 8144 WALNUT HILL LN STE 1600 DALLAS, TX 752314337 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.05% |
| MARC JACOBSON3 Filed as: MARC JACOB JACOBSON | 425 HUEHL RD BLDG 16B NORTHBROOK, IL 600622366 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.05% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OH INC | 4700 ROCKSIDE RD STE 540 CLEVELAND, OH 441312185 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.04% |
| MUR-ZAC LLC3 | 3680 E COVEY LN PHOENIX, AZ 850508385 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.04% |
| ROBERT BARRY HAMRIC3 | 4417 OLD LEEDS RD BIRMINGHAM, AL 352133301 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.04% |
| CREST INSURANCE GROUP LLC3 | 5285 E WILLIAMS CIR STE 4500 TUCSON, AZ 857117456 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.04% |
| AMERICAN FINANCIAL INS SVCS INC3 | PO BOX 1066 CORPUS CHRISTI, TX 784031066 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| EUCLID MANAGERS3 | 234 SPRING LAKE DR ITASCA, IL 601433202 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| HESTER HEITEL & ASSOCIATES INC3 | 6122 N 7TH ST PHOENIX, AZ 850141811 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL & HENRY CO THE | 1001 HIGHLANDS PLAZA DR W STE 500 SAINT LOUIS, MO 631101337 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3390 UNIVERSITY AVE STE 300 RIVERSIDE, CA 925013315 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| DAVID L COMBS3 | 8608 BANBRIDGE RD LOUISVILLE, KY 402422954 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| ROBERT WALTER BRESKE3 | PO BOX 605 WINTER PARK, FL 327900605 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| DON ALAN POLLARD3 | 1017 BURLWOOD DR SAN JOSE, CA 951202106 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.03% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - KS & MO | 5110 N 40TH ST STE 234 PHOENIX, AZ 850182151 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| ACUMEN ADVISORS INC3 Filed as: ACUMEN ADVISORS, INC. | 425 2ND ST SE STE 1275 CEDAR RAPIDS, IA 524011819 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE FLORIDA | 6750 N ANDREWS AVE STE 125 FORT LAUDERDALE, FL 333092148 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| WILLIAM MORGAN SHELTON3 | 3031 MAGNOLIA AVE PENSACOLA, FL 325034178 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC | 233 S WACKER DR STE 2000 CHICAGO, IL 606066400 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | $312 | $1K | 0.02% |
| FINANCIAL HEALTH INC3 | PO BOX 43167 PHOENIX, AZ 850803167 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| DALLAS INSURANCE EXCHANGE II INC3 | 15660 DALLAS PKWY STE 500 DALLAS, TX 752483354 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 503232317 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| DKG INSURANCE & FINANCIAL SERVICES3 | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 752511814 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| UNDERHILL INSURANCE AGENCY INC3 | PO BOX 626 WOODLAND HLS, CA 913650626 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| KAREN LEIGH HUDGINS3 | 13803 VILLAGE MILL DR STE 101 MIDLOTHIAN, VA 231144386 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 495011788 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY INC | 150 SAWGRASS DR ROCHESTER, NY 146204648 | UNITED HEALTHCARE INSURANCE COMPANY | $1K | — | $1K | 0.02% |
| THE BROKERAGE NET INC3 | 2435 W BERWYN AVE APT 3A CHICAGO, IL 606252331 | UNITED HEALTHCARE INSURANCE COMPANY | $930 | — | $930 | 0.01% |
| KNUTSEN MARTIN & SON INC3 | PO BOX 657 ASTORIA, OR 971030657 | UNITED HEALTHCARE INSURANCE COMPANY | $908 | — | $908 | 0.01% |
| BARRY G GLASS TOTAL3 Filed as: BARRY G GLASS | 9230 SW CLARIDGE DR TIGARD, OR 972236784 | UNITED HEALTHCARE INSURANCE COMPANY | $878 | — | $878 | 0.01% |
| MATRIX INSURANCE AGENCY3 Filed as: MATRIX GROUP INSURANCE AGENCY | 42840 CHRISTY ST STE 107 FREMONT, CA 945383194 | UNITED HEALTHCARE INSURANCE COMPANY | $836 | — | $836 | 0.01% |
| LEE A MEZRAH INC3 | 5350 W KENNEDY BLVD TAMPA, FL 336092410 | UNITED HEALTHCARE INSURANCE COMPANY | $748 | — | $748 | 0.01% |
| K FLYNN INSURANCE AGENCY INC TOTAL3 Filed as: K FLYNN INSURANCE AGENCY INC | PO BOX 263 TROY, MO 633790263 | UNITED HEALTHCARE INSURANCE COMPANY | $702 | — | $702 | 0.01% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC | 10320 ORLAND PKWY ORLAND PARK, IL 604675695 | UNITED HEALTHCARE INSURANCE COMPANY | $673 | — | $673 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL BENEFITS LLC | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED HEALTHCARE INSURANCE COMPANY | $635 | — | $635 | 0.01% |
| ROBERTSON RYAN & ASSOCIATES3 Filed as: ROBERTSON RYAN & ASSOCIATES INC | 330 E KILBOURN AVE STE 650 MILWAUKEE, WI 532023144 | UNITED HEALTHCARE INSURANCE COMPANY | $596 | — | $596 | 0.01% |
| LOTUS BENEFITS CORP3 | 2655 1ST ST STE 250 SIMI VALLEY, CA 930651574 | UNITED HEALTHCARE INSURANCE COMPANY | $581 | — | $581 | 0.01% |
| SMITH BROTHERS INSURANCE LLC3 | 68 NATIONAL DR GLASTONBURY, CT 060334352 | UNITED HEALTHCARE INSURANCE COMPANY | $540 | — | $540 | 0.01% |
| C.D. SIMONIAN INSURANCE INC3 | PO BOX 370 FOWLER, CA 936250370 | UNITED HEALTHCARE INSURANCE COMPANY | $533 | — | $533 | 0.01% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - AUSTIN | 5110 N 40TH ST STE 234 PHOENIX, AZ 850182151 | UNITED HEALTHCARE INSURANCE COMPANY | $483 | — | $483 | 0.01% |
| WRAY WILLIAMS & ASSOCIATES INC3 | 200 E SAINT JULIAN ST STE 525 SAVANNAH, GA 314012754 | UNITED HEALTHCARE INSURANCE COMPANY | $452 | — | $452 | 0.01% |
| SHAAN MERCHANT3 | 737 W WASHINGTON BLVD APT 610 CHICAGO, IL 606612174 | UNITED HEALTHCARE INSURANCE COMPANY | $367 | — | $367 | 0.01% |
| BRESKE & BRESKE INC3 | PO BOX 605 WINTER PARK, FL 327900605 | UNITED HEALTHCARE INSURANCE COMPANY | $353 | — | $353 | 0.01% |
| PATRICK LAMAR FONTAINE3 | 11 NORTHTOWN DR STE 125 JACKSON, MS 392113619 | UNITED HEALTHCARE INSURANCE COMPANY | $339 | — | $339 | 0.01% |
| HOLLY J HAHN3 | 209 MAIN AVE S STE 100 NORTH BEND, WA 980458139 | UNITED HEALTHCARE INSURANCE COMPANY | $335 | — | $335 | 0.01% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE COLUMBUS | 250 W OLD WILSON BRIDGE RD STE 190 WORTHINGTON, OH 430852298 | UNITED HEALTHCARE INSURANCE COMPANY | $260 | — | $260 | 0.00% |
| LIGHTHOUSE GROUP3 Filed as: LIGHTHOUSE INSURANCE GROUP INC | 56 GRANDVILLE AVE SW STE 300 GRAND RAPIDS, MI 495034078 | UNITED HEALTHCARE INSURANCE COMPANY | $249 | — | $249 | 0.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC - RIVER VA | 1201 E DURYEA AVE PEORIA HTS, IL 616166431 | UNITED HEALTHCARE INSURANCE COMPANY | $175 | — | $175 | 0.00% |
| POWER HCM INC TOTAL3 Filed as: POWER HCM INC | 4343 N SCOTTSDALE RD STE 150 SCOTTSDALE, AZ 852513351 | UNITED HEALTHCARE INSURANCE COMPANY | $88 | — | $88 | 0.00% |
| UNISOURCE INS ASSOC LLC3 | 10425 W NORTH AVE STE 226 WAUWATOSA, WI 532262416 | UNITED HEALTHCARE INSURANCE COMPANY | $43 | — | $43 | 0.00% |
| FONTAINE INSURANCE SERVICES3 Filed as: FONTAINE INSURANCE SERVICES LLC | 11 NORTHTOWN DR STE 125 JACKSON, MS 392113619 | UNITED HEALTHCARE INSURANCE COMPANY | $33 | — | $33 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CONNER ASH PC EIN 43-1011282 | Accounting (including auditing) Service code 10 | 12101 WOODCREST EXECUTIVE ST LOUIS, MO 63141 | $6K |
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 | 2,071 | 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) | 2,071 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 2,071 | $6.6M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 2,071 | $6.6M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 2,071 | $6.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,071 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.