| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | HEALTH OPTIONS, INC | $68K | — | $68K | 3.50% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | BLUE CROSS BLUE SHIELD OF FLORIDA | $65K | — | $65K | 3.50% |
| ACRISURE LLC3 | DBA ALLTRUST INSURANCE PO BOX 1788 GRAND RAPIDS, MI 49501 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | — | $17K | 9.05% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 4.17% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA | GARCEAU INSURANCE AGENCY PO BOX 1788 GRAND RAPIDS, MI 49501 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.21% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $807 | — | $807 | 0.42% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $4K | $11K | 14.72% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 14.21% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 13.74% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA | ALLTRUST INSURANCE 5411 SKYCENTER DR., SUITE 600 TAMPA, FL 33607 | EYEMED | $3K | — | $3K | 9.41% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $247 | $7K | 20.76% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $140 | $4K | 20.71% |
| ACRISURE LLC3 | 9500 S DADELAND BLVD MIAMI, FL 33156 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $127 | $4K | 20.71% |
| ACRISURE LLC3 | 5411 SKY CENTER DR STE 600 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $779 | $230 | $1K | 12.96% |
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 | 297 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 297 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC | 167 | $3.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 783 | $192K |
| Vision | EYEMED | 451 | $33K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 357 | $85K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 119 | $38K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 89 | $39K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH OPTIONS, INC | 167 | $3.8M |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 357 | $155K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 783 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.