| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | 299 BALLARDVALE STREET WILMINGTON, MA 01887 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | $35K | $0 | $35K | 1.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | 299 BALLARDVALE STREET WILMINGTON, MA 01887 | TUFTS INSURANCE COMPANY | $6K | $0 | $6K | 0.81% |
| BARBARA A. LEONE INC3 | 14 SHEPPARD ROAD SAGAMORE BEACH, MA 02562 | AFLAC | $12K | $0 | $12K | 9.15% |
| JENNIFER LYNN WRIGHT3 | 86 BEVERLY ROAD WEST YARMOUTH, MA 02673 | AFLAC | $4K | $0 | $4K | 3.25% |
| SHAW ASSOCIATES INC3 | 11 JOY LANE READING, MA 01867 | AFLAC | $3K | $0 | $3K | 2.22% |
| TERESA R. VISCONTI3 | 226 WOOD ROAD SOUTH YARMOUTH, MA 02664 | AFLAC | $3K | $0 | $3K | 2.06% |
| DONNA TODD RIVERS3 Filed as: DONNA TODD RIVERS AND OTHER AGENTS | 64 WHITTER DRIVE DENNIS, MA 02638 | AFLAC | $2K | $0 | $2K | 1.71% |
| THERESA M. WHELAN INC3 | 22 WILDFLOWER LANE YARMOUTH PORT, MA 02675 | AFLAC | $2K | $0 | $2K | 1.26% |
| LAURA LEONE3 | 119 SHORE DRIVE PLYMOUTH, MA 02360 | AFLAC | $760 | $0 | $760 | 0.57% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | PO BOX 2158 RIVERSIDE, CA 92506 | ALTUS DENTAL INSURANCE COMPANY, INC. | $5K | $0 | $5K | 5.71% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | PO BOX 696 WILMINGTON, MA 01887 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $282 | $0 | $282 | 8.28% |
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 | 200 | 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) | 200 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | 210 | $2.5M |
| Dental | ALTUS DENTAL INSURANCE COMPANY, INC. | 210 | $88K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 50 | $3K |
| Life insurance | AFLAC | 108 | $134K |
| Short-term disability | AFLAC | 108 | $134K |
| Prescription drug(2 contracts, 2 carriers) | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | 210 | $2.5M |
| Other(2 contracts, 2 carriers) | AFLAC | 200 | $138K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.