| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL EL PASO | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | — | $20K | 8.43% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $9K | — | $9K | 3.91% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 3221 COLLINSWORTH STREET FORT WORTH, TX 76107 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $59 | $6K | 10.44% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3221 COLLINSWORTH STREET FORT WORTH, TX 76107 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 4.38% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 61187 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $89 | $2K | 3.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 421 WEST 3RD STREET SUITE 800 FORT WORTH, TX 76102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $130 | $3K | 10.00% |
| ANAYAH EILIS DORMAN3 | 2888 SOUTH VISTA LANE YUMA, AZ 85364 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $247 | $133 | $380 | 1.29% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DRIVE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | $175 | $343 | 1.17% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 77218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | $13 | $300 | 1.02% |
| OSCAR LOPEZ3 | 6928 MARBLE CANYON EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $225 | $15 | $240 | 0.82% |
| KEN WEESE3 | 1768 GAMBEL QUAIL DRIVE EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $213 | — | $213 | 0.73% |
| SEAMAN ENTERPRISES INC3 | 924 LAS AVES PLACE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $203 | — | $203 | 0.69% |
| MONICA GABRIELA SERVIN3 | 6749 ISLA DEL REY DRIVE EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $67 | $173 | 0.59% |
| ANGELA RENEE HERNANDEZ3 | 12613 PASCO RAE AVENUE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $37 | $154 | 0.52% |
| JUAN JOSE MACIAS3 | 457 LAS PALOMAS EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $27 | $134 | 0.46% |
| KPW INC3 | 2888 SOUTH VISTA LANE YUMA, AZ 85364 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $88 | $126 | 0.43% |
| MORGAN LEANDRA VILLARREAL3 | 1606 EAST 27TH STREET MISSION, TX 78574 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $21 | $91 | 0.31% |
| ANDRES LOPEZ3 | 11713 SIERRA MORENA CIRCLE EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $2 | $56 | 0.19% |
| NORMA MORFIN3 | 15103 GREENFIELD MILL SAN ANTONIO, TX 78254 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.14% |
| JORGE DUENAS3 | 6840 CACTUS THRUSH DRIVE EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $9 | $34 | 0.12% |
| DANIEL ROJAS3 | 6680 CABANA DEL SOL EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $11 | $20 | 0.07% |
| JOSE ARMANDO MARCHAN3 | 500 WICHITA AVENUE MCALLEN, TX 78503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.06% |
| CECILIA MARTINEZ MACKAY3 | 9716 EASTRIDGE DRIVE EL PASO, TX 79925 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.05% |
| MERKI BENEFITS ADMINISTRATION LLC3 | 326 VILLA CANTO EL PASO, TX 79920 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.05% |
| G ZUBIA ENTERPRISES INC3 | 2417 MONTANA AVENUE EL PASO, TX 79903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.05% |
| CHRISTOPHER TOVAR3 | 13628 NESS AVENUE EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $5 | $8 | 0.03% |
| ALMA SAPIEN3 | 1034 ST JOHNS EL PASO, TX 79903 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $4 | $6 | 0.02% |
| ZACHARY HUNYADI ALICEA3 | 1600 RESLER DRIVE EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| THOMAS SNYDER3 | 9385 MILLER LANE GARDEN RIDGE, TX 78266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $2 | $4 | 0.01% |
| VANESSA CARRASCO3 | 1282 ZELLIGE STREET EL PASO, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| ANTONIA DAVILA3 Filed as: ANTONIA M DAVILA | 4900 NORTH 23RD STREET MCALLEN, TX 78504 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $1 | $3 | 0.01% |
| STEVEN WOOD3 | 25635 WEIGELA SAN ANTONIO, TX 78261 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.01% |
| EDGAR IVAN MUNOZ LUNA3 | 7313 KIOWA CREEK EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JAMES MARK YOUNG ESTATE3 | JAMES MARK YOUNG C/O ABILENE, TX 79602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 201 EAST MAIN SUITE 800 EL PASO, TX 79901 | HARTFORD LIFE AND ACCIDENT | $1K | — | $1K | 10.04% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 61187 VIRGINIA BEACH, VA 23466 | HARTFORD LIFE AND ACCIDENT | $556 | — | $556 | 4.95% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL MIDWEST LIMITED | 55 EAST JACKSON SUITE 14B CHICAGO, IL 60604 | HARTFORD LIFE AND ACCIDENT | — | $227 | $227 | 2.02% |
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 | 86 | 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) | 86 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 49 | $240K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 211 | $55K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 211 | $55K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 211 | $84K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 99 | $11K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 211 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 211 | — |
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.