| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $21K | — | $21K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $19K | — | $19K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $14K | — | $14K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUTIE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $14K | — | $14K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $12K | — | $12K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $11K | — | $11K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $9K | — | $9K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $8K | — | $8K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $8K | — | $8K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $5K | — | $5K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $3K | — | $3K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTRNTL MIDWEST LTD | 55 E. JACKSON SUITE 600 CHICAGO, IL 606049300 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $1K | $5K | 4.14% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 772188060 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $128 | — | $128 | 0.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTRNTL MIDWEST LTD | 55 E. JACKSON SUITE 600 CHICAGO, IL 606049300 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $1K | $5K | 4.50% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 772188060 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $66 | — | $66 | 0.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $2K | — | $2K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTRNTL MIDWEST LTD | 55 E. JACKSON SUITE 600 CHICAGO, IL 606049300 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $805 | $9K | 14.91% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 772188060 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $865 | — | $865 | 1.37% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $1K | — | $1K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $1K | — | $1K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $831 | — | $831 | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $784 | — | $784 | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTRNTL MIDWEST LTD | 55 E. JACKSON SUITE 600 CHICAGO, IL 606049300 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $86 | $293 | $379 | 1.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $495 | — | $495 | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 606930001 | VISION SERVICE PLAN | $2K | — | $2K | 8.54% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | 840 GESSNER ROAD, SUITE 600 HOUSTON, TX 770244145 | VISION SERVICE PLAN | $271 | $53 | $324 | 1.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $411 | — | $411 | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $120 | — | $120 | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON BLVD., SUITE 14A CHICAGO, IL 60604 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $97 | — | $97 | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTRNTL MIDWEST LTD | 55 E. JACKSON SUITE 600 CHICAGO, IL 606049300 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $465 | $56 | $521 | 15.78% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST INC | PO BOX 218060 HOUSTON, TX 772188060 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $30 | — | $30 | 0.91% |
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 | 599 | 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) | 599 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(20 contracts) | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | 145 | $5.8M |
| Vision | VISION SERVICE PLAN | 250 | $19K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 624 | $169K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 408 | $116K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 218 | $29K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 624 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 624 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.