| 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 | $3K | $2K | $5K | 0.59% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | UNKNOWN NEW YORK, NY 10018 | HEALTH PLAN OF NEVADA | $52K | $0 | $52K | 33.59% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.68% |
| SOTERIA PARTNERS LLC3 | 4 CENTURY DRIVE PARSIPPANY, NJ 07054 | THE PAUL REVERE LIFE INSURANCE COMPANY | $362 | $43 | $405 | 1.58% |
| MCO PARTNERS LLC3 | 315 WEST 39TH STREET, SUITE 303 NEW YORK, NY 10018 | THE PAUL REVERE LIFE INSURANCE COMPANY | $218 | $3 | $221 | 0.86% |
| CDC CONSULTING SERVICES INC3 | 47 WESTERN AVENUE DEER PARK, NY 11729 | THE PAUL REVERE LIFE INSURANCE COMPANY | $150 | $0 | $150 | 0.59% |
| ALEXABDRA LLANO3 | 9 ALFRED PLACE LITTLE FERRY, NJ 07643 | THE PAUL REVERE LIFE INSURANCE COMPANY | $100 | $0 | $100 | 0.39% |
| RODOVALDO RODRIGUEZ3 Filed as: RODOVALDO RODRIGUEZ & OTHER AGENTS | 6606 GRANTON AVENUE, SUITE A-6 NORTH BERGEN, NJ 07047 | THE PAUL REVERE LIFE INSURANCE COMPANY | $44 | $0 | $44 | 0.17% |
| YOLANDA TRISTANCHO-HELWIG3 | 449 CENTRAL AVENUE SAINT PETERSBURG, FL 33701 | THE PAUL REVERE LIFE INSURANCE COMPANY | $34 | $0 | $34 | 0.13% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, IL 11797 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 8.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1411 OPUS PLACE, SUITE 450 DOWNERS GROVE, IL 60515 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $359 | $359 | 1.90% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 777 COMMERCE DRIVE FAIRFIELD, CT 06825 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $581 | $2K | 19.82% |
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 | 78 | 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) | 78 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 102 | $1.0M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 102 | $904K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 17 | $12K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 17 | $12K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 102 | $1.0M |
| Other(2 contracts, 2 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 17 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 102 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.