| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WALLACE WELCH & WILLINGHAM INC3 | 300 FIRST AVE SOUTH, STE 500 ST. PETERSBURG, FL 33701 | HEALTH OPTIONS, INC. | $30K | $0 | $30K | 3.72% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH & WILLINGHAM | 300 1ST AVE S FL 5 SAINT PETERSBURG, FL 33701 | BLUE CROSS BLUE SHIELD OF FLORIDA | $13K | $0 | $13K | 4.18% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH, & WILLINGHAM INC | 300 1ST AVE S STE 500 SAINT PETERSBURG, FL 33701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 9.11% |
| CHOICE BENEFITS INC3 | 9007 BRITTANY WAY TAMPA, FL 33619 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.10% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH, & WILLINGHAM INC | 300 1ST AVE S STE 500 SAINT PETERSBURG, FL 33701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 15.65% |
| CHOICE BENEFITS INC3 | 9007 BRITTANY WAY TAMPA, FL 33619 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $762 | $0 | $762 | 3.33% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4211 W BOY SCOUT BLVD SUITE 800 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $237 | $0 | $237 | 1.04% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH, & WILLINGHAM INC | 300 1ST AVE S STE 500 SAINT PETERSBURG, FL 33701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $825 | $3K | 15.87% |
| CHOICE BENEFITS INC3 | 9007 BRITTANY WAY TAMPA, FL 33619 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $488 | $0 | $488 | 2.41% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4211 W BOY SCOUT BLVD SUITE 800 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $160 | $0 | $160 | 0.79% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH, & WILLINGHAM INC | 300 FIRST AVE SOUTH, STE 500 SAINT PETERSBURG, FL 33701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $622 | $429 | $1K | 11.59% |
| CHOICE BENEFITS INC3 | 9007 BRITTANY WAY TAMPA, FL 33619 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $211 | $0 | $211 | 2.33% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4211 W BOY SCOUT BLVD SUITE 800 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $74 | $0 | $74 | 0.82% |
| WALLACE WELCH & WILLINGHAM INC3 Filed as: WALLACE, WELCH, & WILLINGHAM INC | 300 1ST AVE S STE 500 SAINT PETERSBURG, FL 33701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $736 | $296 | $1K | 14.39% |
| CHOICE BENEFITS INC3 | 9007 BRITTANY WAY TAMPA, FL 33619 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $256 | $0 | $256 | 3.57% |
| THE BALDWIN GROUP WEST LLC3 Filed as: THE BALDWIN GROUP SOUTHEAST LLC | 4211 W BOY SCOUT BLVD SUITE 800 TAMPA, FL 33607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $84 | $0 | $84 | 1.17% |
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 | 247 | 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) | 247 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH OPTIONS, INC. | 78 | $1.1M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 91 | $48K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 62 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 240 | $27K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 39 | $23K |
| Prescription drug | HEALTH OPTIONS, INC. | 78 | $820K |
| Other(4 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 240 | $356K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 240 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.