| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | AETNA LIFE INSURANCE COMPANY | $13K | $0 | $13K | 3.95% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 1393 VETERANS MEMORIAL HIGHWAY SUITE 210N HAUPPAUGE, NY 11788 | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $0 | $8K | 6.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $0 | $4K | 5.65% |
| MCO PARTNERS LLC3 | 315 WEST 39TH STREET, SUITE 303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $303 | $2K | 3.43% |
| YOLANDA TRISTANCHO-HELWIG3 | 449 CENTRAL AVENUE SAINT PETERSBURG, FL 33701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $391 | $0 | $391 | 0.57% |
| JW BENEFIT SOLUTION INC3 Filed as: JW BENEFIT SOLUTION & OTHER AGENTS | 3117 STONE ARBOR LANE GLEN ALLEN, VA 23059 | THE PAUL REVERE LIFE INSURANCE COMPANY | $252 | $4 | $256 | 0.37% |
| MICHAEL ANGELO ARROYO3 | 28 OXFORD PLACE STATEN ISLAND, NY 10301 | THE PAUL REVERE LIFE INSURANCE COMPANY | $219 | $3 | $222 | 0.32% |
| PAMELA SUSAN LEVY3 | 1-50 50TH AVENUE LONG ISLAND CITY, NY 11101 | THE PAUL REVERE LIFE INSURANCE COMPANY | $192 | $26 | $218 | 0.32% |
| JENNIFER E LUBELSKY3 Filed as: JENNIFER E. LUBELSKY | 80 JOHN STREET NEW YORK, NY 10038 | THE PAUL REVERE LIFE INSURANCE COMPANY | $156 | $4 | $160 | 0.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BOULEVARD SUITE 14B CHICAGO, IL 60604 | HARTFORD LIFE AND ACCIDENT | $0 | $2K | $2K | 6.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, IL 11797 | HARTFORD LIFE AND ACCIDENT | $125 | $0 | $125 | 0.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $100 | $0 | $100 | 6.72% |
| MCO PARTNERS LLC3 | 315 WEST 39TH STREET, SUITE 303 NEW YORK, NY 10018 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 2.08% |
| YOLANDA TRISTANCHO-HELWIG3 | 449 CENTRAL AVENUE SAINT PETERSBURG, FL 33701 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 1.48% |
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 | 376 | 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) | 376 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 862 | $319K |
| Life insurance(2 contracts, 2 carriers) | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 444 | $156K |
| Long-term disability(2 contracts, 2 carriers) | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 444 | $156K |
| Other(3 contracts, 3 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 376 | $95K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 862 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.