| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | HUMANA MEDICAL PLAN, INC. | $17K | $2K | $18K | 4.58% |
| RSC INSURANCE BROKERAGE INC3 | 3696 N FEDERAL HWY STE 202 FORT LAUDERDALE, FL 33308 | HUMANA MEDICAL PLAN, INC. | $1K | — | $1K | 0.33% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | COMPBENEFITS COMPANY | $933 | $32 | $965 | 0.97% |
| RSC INSURANCE BROKERAGE INC3 | 3696 N FEDERAL HWY STE 202 FORT LAUDERDALE, FL 33308 | COMPBENEFITS COMPANY | $64 | — | $64 | 0.06% |
| ANNA ELIZABETH INC3 | 2821 OCEAN BLVD UNIT 305 FORT LAUDERDALE, FL 33308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 8.23% |
| JV FLORIDA INSURANCE CORP3 | 2821 N OCEAN BLVD FORT LAUDERDALE, FL 33308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 6.51% |
| MARSH & MCLENNAN AGENCY LLC3 | 1031 W 4TH AVE STE 400 ANCHORAGE, AK 99501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.11% |
| BRIAN GEORGE JAEGGI3 | 2875 NW 28TH ST BOCA RATON, FL 33434 | CONTINENTAL AMERICAN INSURANCE COMPANY | $534 | — | $534 | 1.35% |
| KARIN BATCHELDER AND3 Filed as: KARIN BATCHELDER | 4443 W TRADEWINDS AVE LAUDERDALE BY THE SEA, FL 33308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $170 | — | $170 | 0.43% |
| ETHAN GREER3 | 558 CLINGSMAN LANE CHATTANOOGA, TN 37419 | CONTINENTAL AMERICAN INSURANCE COMPANY | $105 | — | $105 | 0.27% |
| MICHELLE TIFFANY DUBE3 | 104 WISCONSIN ST LAKE WORTH, FL 33461 | CONTINENTAL AMERICAN INSURANCE COMPANY | $98 | — | $98 | 0.25% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | HUMANA MEDICAL PLAN, INC. | $823 | $52 | $875 | 4.18% |
| RSC INSURANCE BROKERAGE INC3 | 3696 N FEDERAL HWY STE 202 FORT LAUDERDALE, FL 33308 | HUMANA MEDICAL PLAN, INC. | $118 | — | $118 | 0.56% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | HUMANA INSURANCE COMPANY | $1K | $28 | $1K | 9.40% |
| RSC INSURANCE BROKERAGE INC3 | 3696 N FEDERAL HWY STE 202 FORT LAUDERDALE, FL 33308 | HUMANA INSURANCE COMPANY | $111 | — | $111 | 0.75% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | HUMANA INSURANCE COMPANY | $863 | $66 | $929 | 12.56% |
| RSC INSURANCE BROKERAGE INC3 | 3696 N FEDERAL HWY STE 202 FORT LAUDERDALE, FL 33308 | HUMANA INSURANCE COMPANY | $246 | — | $246 | 3.33% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | HUMANA INSURANCE COMPANY | $509 | $50 | $559 | 10.16% |
| RSC INSURANCE BROKERAGE INC3 | 3696 N FEDERAL HWY STE 202 FORT LAUDERDALE, FL 33308 | HUMANA INSURANCE COMPANY | $41 | — | $41 | 0.74% |
| MARSH & MCLENNAN AGENCY LLC3 | 1000 CORPORATE DR 4TH FLOOR FORT LAUDERDALE, FL 33334 | HUMANA INSURANCE COMPANY | $522 | $204 | $726 | 17.81% |
| RSC INSURANCE BROKERAGE INC3 | — | HUMANA INSURANCE COMPANY | $89 | — | $89 | 2.18% |
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 | 107 | 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) | 107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | HUMANA MEDICAL PLAN, INC. | 52 | $417K |
| Dental(2 contracts, 2 carriers) | COMPBENEFITS COMPANY | 30 | $115K |
| Vision | HUMANA INSURANCE COMPANY | 54 | $6K |
| Life insurance(2 contracts) | HUMANA INSURANCE COMPANY | 107 | $11K |
| Other(3 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 141 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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.