| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 3390 UNIVERSITY AVE STE 300 RIVERSIDE, CA 92501 | UNITED CONCORDIA INSURANCE COMPANY | $3K | — | $3K | 13.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 18.00% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $399 | $399 | 3.86% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | PO BOX 844663 DALLAS, TX 75284 | VISION SERVICE PLAN | $394 | — | $394 | 4.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | PO BOX 2158 RIVERSIDE, CA 925162158 | VISION SERVICE PLAN | $146 | — | $146 | 1.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $513 | — | $513 | 9.99% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $399 | $399 | 7.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $230 | — | $230 | 10.00% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $161 | $161 | 7.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $177 | — | $177 | 10.01% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $124 | $124 | 7.01% |
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 | 227 | 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) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRESBYTERIAN HEALTH PLAN INC | 227 | $199K |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 322 | $24K |
| Vision | VISION SERVICE PLAN | 256 | $9K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 80 | $10K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 31 | $5K |
| Other(3 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 80 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 322 | — |
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.