| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD, NJ 07632 | BLUE CROSS BLUE SHIELD OF FLORIDA | $146K | — | $146K | 6.00% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | — | $15K | 3.43% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 | 1933 STATE ROUTE 35 SUITE 368 WALL, NJ 07719 | SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | — | $13K | 3.11% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $9K | $12K | 6.72% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN AND ASSOCIATES LLC | 2338 IMMOKALEE RD STE 240 NAPLES, FL 34110 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $9K | $9K | 5.00% |
| SOTERIA PARTNERS LLC3 | 8 SPRUCE STREET NEW YORK, NY 10038 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $9K | $21K | 24.37% |
| ACRISURE LLC3 | 600 SYLVAN AVE ENGLEWOOD CLIFFS, NJ 07632 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $3K | $20K | 22.49% |
| WORKSITE WHEELHOUSE3 | 103-107 CHURCH ST APT 3 PHILADELPHIA, PA 19106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $7K | $11K | 12.25% |
| MPART BENEFITS INC3 | 100 ALBRIGHT LN PROSPER, TX 75078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | $83 | $173 | 0.20% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $10 | $18 | 0.02% |
| JOHN D EVANGELISTA3 | 186 LAS FLORES ALISO VIEJO, CA 92656 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| SARAH COURTNEY KNAPP3 | 61 SKLAR LADERA RANCH, CA 92694 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| TECH COORDINATOR CYBER INSURANCE SO3 | 10741 LA JARA ST CERRITOS, CA 90703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| RAYMOND KWOCKMAN GONG3 | 1907 COLUMBIA STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| DANIEL ROJAS3 | 6680 CABANA DEL SOL EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | $1 | $1 | 0.00% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $3K | $5K | 10.35% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN AND ASSOCIATES LLC | 2338 IMMOKALEE RD STE 240 NAPLES, FL 34110 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 15.08% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN AND ASSOCIATES LLC | 2338 IMMOKALEE RD STE 240 NAPLES, FL 34110 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| ACRISURE LLC3 | 600 SYLVAN AVE STE 301 ENGLEWOOD CLIFFS, NJ 07632 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $423 | $2K | 20.00% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN AND ASSOCIATES LLC | 2338 IMMOKALEE RD STE 240 NAPLES, FL 34110 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $423 | $423 | 5.00% |
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 | 7,008 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,008 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 251 | $2.4M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,159 | $430K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,159 | $430K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 7,008 | $193K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 358 | $139K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 358 | $24K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 7,008 | $280K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,008 | — |
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.