| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS OF CA | 2 PARK PLZ SUITE 440 IRVINE, CA 92614 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $14K | $14K | 3.11% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS OF CA | 2 PARK PLZ SUITE 440 IRVINE, CA 92614 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $5K | $5K | 3.10% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS OF CA | 2 PARK PLZ SUITE 440 IRVINE, CA 92614 | SUN LIFE ASSURANCE COMPANY OF CANADA | $21K | $6K | $28K | 17.96% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE SVCS OF CA | 2 PARK PLZ SUITE 440 IRVINE, CA 92614 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $1K | $1K | 1.91% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: ORION BUSINESS INS & RISK MGMT SVCS | 1250 CORONA PT CT #302 CORONA, CA 92879 | FEDERAL INSURANCE COMPANY | $0 | $6 | $6 | 0.26% |
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 | 1,336 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 1,112 | $913K |
| Vision | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 1,112 | $913K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,336 | $512K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 889 | $177K |
| Other(4 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,445 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,445 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.