| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVENUE STE 500 CAMPBELL, CA 95008 | UNITEDHEALTHCARE INSURANCE COMPANY | $1 | $53K | $53K | 3.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 427 BENTON, KY 42025 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $22K | $22K | 1.44% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST STREET SAN JOSE, CA 95112 | AMERITAS LIFE INSURANCE CORP | $5K | — | $5K | 3.83% |
| ASSUREDPARTNERS3 Filed as: PEEL & HOLLAND INC | PO BOX 427 BENTON, KY 42025 | AMERITAS LIFE INSURANCE CORP | $3K | — | $3K | 2.27% |
| KRESZL, DOUGLAS, ALAN3 | 4 WICKLOW CT WAYNE, PA 19087 | AMERITAS LIFE INSURANCE CORP | $1K | — | $1K | 1.11% |
| ACRISURE LLC3 | — | AMERICAN UNITED LIFE INSURANCE COMPANY | $12K | — | $12K | 13.18% |
| HARTIN DYNAMICS LLC3 | 690 MAIN ST STE 1094 SAFETY HARBOR, FL 34695 | AMERICAN UNITED LIFE INSURANCE COMPANY | $6K | — | $6K | 6.82% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVENUE STE 500 CAMPBELL, CA 95008 | STANDARD INSURANCE COMPANY | $5K | — | $5K | 5.76% |
| HARTIN DYNAMICS LLC3 | 690 MAIN STREET STE 1094 SAFETY HARBOR, FL 34695 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 4.24% |
| U S B HEALTH LLC3 | 4550 HWY 360 SUITE 190 GRAPEVINE, TX 76034 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 2.12% |
| HARTIN DYNAMICS LLC3 | 690 MAIN ST STE 1094 SAFETY HARBOR, FL 34895 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 19.65% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVENUE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $55 | — | $55 | 0.31% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVENUE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 10.51% |
| DYNAMICS HARTIN3 | 690 MAIN STREET STE 1094 SAFETY HARBOR, FL 34895 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $235 | — | $235 | 1.57% |
| HARTIN DYNAMICS LLC3 | 690 MAIN ST STE 1094 SAFETY HARBOR, FL 34895 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5K | — | $5K | 48.91% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVENUE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $160 | — | $160 | 1.48% |
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 | 1,140 | 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) | 1,140 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 60 | $1.5M |
| Dental | AMERITAS LIFE INSURANCE CORP | 195 | $120K |
| Vision | AMERITAS LIFE INSURANCE CORP | 195 | $120K |
| Life insurance | STANDARD INSURANCE COMPANY | 338 | $89K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 85 | $90K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 85 | $90K |
| Other(3 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 51 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 338 | — |
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.