| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 360 WEALTH & BENEFITS, INC3 Filed as: 360 WEALTH & BENEFITS, INC. | 4017 W DR MARTIN LUTHER KING JR BLV SUITE 203 TAMPA, FL 33614 | AETNA LIFE INSURANCE CO | $82K | — | $82K | 3.74% |
| KEITH ANTHONY GROESBECK3 Filed as: KEITH GROESBECK | 4017 W DR MARTIN LUTHER KING JR BLV SUITE 203 TAMPA, FL 33614 | PRINCIPAL LIFE INSURANCE COMPANY | $43K | — | $43K | 10.85% |
| 360 WEALTH & BENEFITS, INC3 | 4017 W DR MARTIN LUTHER KING JR BLV SUITE 203 TAMPA, FL 33614 | PRINCIPAL LIFE INSURANCE COMPANY | — | $4K | $4K | 1.07% |
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 | 298 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 359 | $2.2M |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 479 | $394K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 479 | $394K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 479 | $394K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 479 | $394K |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 479 | $394K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 479 | — |
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."
No prospect flags tripped on this filing.