| 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. | $24K | $0 | $24K | 2.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND, LLC | 299 BALLARDVALE STREET WILMINGTON, MA 01887 | TUFTS INSURANCE COMPANY | $3K | $0 | $3K | 1.28% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND, LLC | PO BOX 2158 RIVERSIDE, CA 92506 | ALTUS DENTAL INSURANCE COMPANY, INC. | $4K | $0 | $4K | 6.12% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND LLC | 600 LONGWATER DRIVE NORWELL, MA 02061 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $0 | $9K | 20.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NEW ENGLAND, LLC | 299 BALLARDVALE STREET WILMINGTON, MA 01887 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 5.05% |
| ANDREA R. HENCHEY3 | 5 EDGEMERE BOULEVARD SHREWSBURY, MA 01545 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $704 | $130 | $834 | 2.61% |
| ENROLLMENT SOLUTIONS LTD3 Filed as: ENROLLMENT SOLUTIONS LIMITED | 65 BURBANK ROAD SUTTON, MA 01590 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $523 | $102 | $625 | 1.95% |
| ASHLEY FOLLIS3 | 2 GRIFFITHS DRIVE DURHAM, NH 03824 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $303 | $124 | $427 | 1.33% |
| FLEURY ENTERPRISES INC3 Filed as: FLEURY ENTERPRISES AND OTHER AGENTS | 162 INDIAN POINT ROAD TIVERTON, RI 02878 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $379 | $16 | $395 | 1.23% |
| MICHAEL R ACKERMAN3 Filed as: MICHAEL R. ACKERMAN | 435 DEVON PARK DRIVE, SUITE 410 WAYNE, PA 19087 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $146 | $30 | $176 | 0.55% |
| ASHLEY MCQUADE3 | 265 BLACKSTONE STREET UXBRIDGE, MA 01569 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $124 | $0 | $124 | 0.39% |
| 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. | $974 | $0 | $974 | 10.45% |
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 | 60 | 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) | 60 | 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. | 136 | $1.4M |
| Dental | ALTUS DENTAL INSURANCE COMPANY, INC. | 147 | $71K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 143 | $9K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 60 | $77K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 31 | $32K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 60 | $45K |
| Prescription drug(2 contracts, 2 carriers) | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | 136 | $1.4M |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 60 | $77K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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.