| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE), INC | 80 INTERNATIONAL DRIVE GREENVILLE, SC 29615 | AETNA LIFE INSURANCE CO | $6K | $0 | $6K | 0.71% |
| GL BENJAMIN INC3 Filed as: GL BENJAMIN INC. | 5837 RAVENWOOD DR. SARASOTA, FL 34243 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 10.14% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST PETERSBURG, FL 33716 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $756 | $0 | $756 | 6.44% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $606 | $0 | $606 | 5.16% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $6K | $7K | 63.56% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY STE 600 WESTLAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 11.17% |
| TRUST MANAGMENT GROUP, INC.5 Filed as: TRUST MANAGMENT GROUP INC | 1201 S ORLANDO AVE STE 450 WINTER PARK, FL 32789 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 9.25% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES | 1901 ROXBOROUGH RD SUITE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 15.00% |
| TRUST MANAGEMENT GROUP5 | 1201 S ORLANDO AVE STE 450 WINTER PARK, FL 32789 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $838 | $838 | 9.25% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R. NELLIGAN AND ASSOCIATES | 1933 STATE ROUTE 35 STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $453 | $453 | 5.00% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $143 | $143 | 1.58% |
| GL BENJAMIN INC3 Filed as: GL BENJAMIN INC. | 5837 RAVENWOOD DR SARASOTA, FL 34243 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $715 | $0 | $715 | 8.13% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE | 1901 ROXBOROUGH RD STE 300 CHARLOTTE, NC 28211 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $692 | $0 | $692 | 7.87% |
| STAHL & ASSOCIATES INSURANCE INC.3 | 110 CARILLON PKWY ST PETERSBURG, FL 33716 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $471 | $0 | $471 | 5.35% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $335 | $2K | $3K | 74.68% |
| NFP INSURANCE SERVICES INC3 | 1250 S CAPITAL OF TEXAS HWY STE 600 WEST LAKE HILLS, TX 78746 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $482 | $482 | 13.58% |
| TRUST MANAGEMENT GROUP5 Filed as: TRUST MANAGEMENT GROUP INC. | 1201 S ORLANDO AVE STE 450 WINTER PARK, FL 32789 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $328 | $328 | 9.24% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES SE INC | 1901 ROXBOROUGH RD STE 315 CHARLOTTE, NC 28211 | UNITED OF OMAHA LIFE INSURANCE INSURANCE COMPANY | $275 | $0 | $275 | 14.98% |
| TRUST MANAGEMENT GROUP5 Filed as: TRUST MANAGEMENT GROUP INC | 1201 S ORLANDO AVE STE 450 WINTER PARK, FL 32789 | UNITED OF OMAHA LIFE INSURANCE INSURANCE COMPANY | $0 | $170 | $170 | 9.26% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE INSURANCE COMPANY | $0 | $107 | $107 | 5.83% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN AND ASSOCIATES | 1933 STATE ROUTE 35 STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE INSURANCE COMPANY | $0 | $92 | $92 | 5.01% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 47 | $823K |
| Dental | AETNA LIFE INSURANCE CO | 47 | $823K |
| Vision | AETNA LIFE INSURANCE CO | 47 | $823K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 500 | $11K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 109 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 106 | $4K |
| Other(4 contracts, 3 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 500 | $31K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 500 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.