| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 2290 LUCIEN WAY SUITE 400 MAITLAND, FL 32751 | SUN LIFE ASSURANCE COMPANY OF CANADA | $122K | $0 | $122K | 10.07% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | SUN LIFE ASSURANCE COMPANY OF CANADA | $40K | $0 | $40K | 3.29% |
| UMR, INC.3 Filed as: UMR INC. | 115 W WAUSAU AVE WAUSAU, WI 54401 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | $0 | $7K | 0.57% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $29K | $9K | $38K | 8.73% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | $0 | $15K | 3.37% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $19K | $15K | $34K | 18.07% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $2K | $11K | 5.84% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $9K | $22K | 16.87% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $1K | $8K | 5.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $1K | $11K | 8.11% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.88% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $8K | $20K | 15.78% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $1K | $8K | 6.31% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 6.69% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.32% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC. | 220 S RIDGEWOOD AVE DAYTONA BEACH, FL 32114 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | $0 | $4K | 3.52% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | $0 | $1K | 0.94% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE | OF NEVADA INC 975 KELLY JOHNSON DR STE 100 LAS VEGAS, NV 89119 | UNITEDHEALTHCARE HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | $3K | — | $3K | 3.27% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITEDHEALTHCARE HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | $2K | $0 | $2K | 1.65% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $3K | $12K | 13.29% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $937 | $6K | 6.40% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $4K | $9K | 11.60% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.17% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.49% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $403 | $2K | 6.10% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 13.74% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $381 | $2K | 6.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC. | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 9.92% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.10% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.25% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.81% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $0 | $3K | 9.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $5K | 14.48% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $281 | $2K | 5.42% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 9.91% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $399 | $2K | 8.35% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $791 | $0 | $791 | 3.34% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC. | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.68% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $770 | $0 | $770 | 3.33% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC. | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 9.93% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $562 | $3K | 12.73% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $203 | $1K | 6.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $415 | $98 | $513 | 8.26% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $206 | $0 | $206 | 3.32% |
| DH2 ENTERPRISES INC3 Filed as: DH2 ENTERPRISES INC. | 7802 KINGSPOINTE PKWY ORLANDO, FL 32819 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$30 | $0 | -$30 | -0.93% |
| MORGAN STRONG3 | 1735 BARCELONA WAY WINTER PARK, FL 32789 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$112 | $0 | -$112 | -3.48% |
| CHASSE LYNN GREENE3 Filed as: CHASSE LYN GREENE | 1735 BARCELONA WAY WINTER PARK, FL 32789 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$209 | $0 | -$209 | -6.49% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA, INC. | 83 N PARK PLACE BLVD STE 101 CLEARWATER, FL 33759 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$345 | $0 | -$345 | -10.72% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $213 | $124 | $337 | 16.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $103 | $21 | $124 | 5.89% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $198 | $124 | $322 | 16.32% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $98 | $20 | $118 | 5.98% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $154 | $89 | $243 | 15.96% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $75 | $15 | $90 | 5.91% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FL INC | 2290 LUCIEN WAY STE 400 MAITLAND, FL 32751 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $69 | $28 | $97 | 9.49% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $34 | $0 | $34 | 3.33% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF NEW YORK INC | 500 PLUM ST STE 200 SYRACUSE, NY 13204 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $40 | $24 | $64 | 16.20% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20 | $4 | $24 | 6.08% |
| BARRY OLFERN AND ASSOC. INC4 Filed as: BARRY OLFERN AND ASSOC INC. | 954 TYLER ST HOLLYWOOD, FL 33019 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $832 | $0 | $832 | — |
| BROWN AND BROWN OF FLORIDA, INC.4 Filed as: BROWN & BROWN OF FLORIDA INC | PINELLAS DIVISION 83 N PARK PLACE BLVD STE 101 CLEARWATER, FL 33759 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $790 | $0 | $790 | — |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DRIVE SUITE 400 FORT LAUDERDALE, FL 33334 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $416 | $0 | $416 | — |
| STEVE BAKER4 | 153 ESTHER DRV COCOA BEACH, FL 32931 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $152 | $0 | $152 | — |
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 | 1,369 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,369 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 878 | $247K |
| Dental(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 865 | $684K |
| Vision(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 720 | $122K |
| Life insurance(8 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,369 | $389K |
| Short-term disability(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,272 | $204K |
| Long-term disability(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,369 | $190K |
| Prescription drug | UNITEDHEALTHCARE HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | 24 | $101K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,377 | $1.2M |
| Other(9 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,369 | $389K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,377 | — |
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.