| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2375 E CAMELBACK RD STE 250 PHOENIX, AZ 85016 | PRESBYTERIAN HEALTH PLAN INC | $13K | — | $13K | 3.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 2375 E CAMELBACK RD STE 250 PHOENIX, AZ 85016 | PRESBYTERIAN INSURANCE INC | $5K | — | $5K | 3.65% |
| DENTAL SOURCE INC NEW MEXICO3 Filed as: DENTAL SOURCE INC | 1804 JUAN TABO BLVD NE STE A ALBUQUERQUE, NM 87112 | COMPANION LIFE | $655 | — | $655 | 14.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SVCS | 770 JEFFERSON NE STE 101 ALBUQUERQUE, NM 87109 | COMPANION LIFE | $328 | — | $328 | 7.51% |
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 | 357 | 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) | 357 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRESBYTERIAN HEALTH PLAN INC | 290 | $325K |
| Life insurance | COMPANION LIFE | 91 | $4K |
| Other | COMPANION LIFE | 91 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 290 | — |
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.