| 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 INSURANCE CO. | $26K | $6K | $32K | 2.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | 299 BALLARDVALE STREET WILMINGTON, MA 01887 | TUFTS INSURANCE COMPANY | $3K | $737 | $4K | 1.64% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | 600 LONGWATER DRIVE NORWELL, MA 02061 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $0 | $8K | 7.86% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BOULEVARD 14TH FLOOR, SUITE 14A CHICAGO, IL 60604 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 1.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 300 BALLARDVALE STREET WILMINGTON, MA 01887 | ALTUS DENTAL INSURANCE COMPANY, INC. | $5K | $0 | $5K | 5.91% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | 299 BALLARDVALE STREET WILMINGTON, MA 01887 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $5 | $1K | 3.74% |
| ANDREA R. HENCHEY3 Filed as: ANDREA R HENCHEY | 5 EDGEMERE BLOULEVARD SHREWSBURY, MA 01545 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $589 | $77 | $666 | 1.96% |
| ENROLLMENT SOLUTIONS LTD3 | 65 BURBANK ROAD SUTTON, MA 01590 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $453 | $27 | $480 | 1.41% |
| KARIN ANGELIS3 Filed as: KARIN ANGELIS AND OTHER AGENTS | 2639 NORTH RIVERSIDE DRIVE APARTMENT 1104 POMPANO BEACH, FL 33062 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $292 | $5 | $297 | 0.87% |
| ASHLEY FOLLIS3 | 2 GRIFFITHS DRIVE DURHAM, NH 03824 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $96 | $20 | $116 | 0.34% |
| MICHAEL R ACKERMAN3 | 275 COMMERCE DRIVE SUITE 301 FORT WASHINGTON, PA 19034 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.25% |
| FLEURY ENTERPRISES INC3 | 162 INDIAN POINT ROAD TIVERTON, RI 02878 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $84 | $0 | $84 | 0.25% |
| 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. | $922 | $0 | $922 | 10.04% |
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 | 66 | 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) | 66 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | TUFTS INSURANCE CO. | 137 | $1.6M |
| Dental | ALTUS DENTAL INSURANCE COMPANY, INC. | 153 | $78K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 141 | $9K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 66 | $141K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 28 | $34K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 66 | $107K |
| Prescription drug(2 contracts, 2 carriers) | TUFTS INSURANCE CO. | 137 | $1.6M |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 66 | $141K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 153 | — |
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.