| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHARLES BOSTROM3 | 30 MINNEHAHA CIRCLE MAITLAND, FL 32751 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $59K | $59K | 3.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 2158 RIVERSIDE, CA 92516 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $10K | $10K | 0.59% |
| BOSTROM, CHARLES3 | 30 MINNEHAHA CIR MAITLAND, FL 32751 | CIGNA HEALTH AND LIFE INSURANCE | $14K | — | $14K | 8.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 2158 RIVERSIDE, CA 92516 | CIGNA HEALTH AND LIFE INSURANCE | $2K | — | $2K | 1.50% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE COM. | — | $11K | $11K | 10.94% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 Filed as: THOMPSON, BOSTROM & ASSOCIATES | 1260 US HIGHWAY 1 UNIT 201 ROCKLEDGE, RI 32955 | TRANSAMERICA INSURANCE COM. | $10K | — | $10K | 9.98% |
| EXCELSIOR BENEFITS LLC3 | 441 2ND STREET EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE COM. | $4K | — | $4K | 4.44% |
| WEB TPA3 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE COM. | — | $4K | $4K | 4.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATION-CHICAGO | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | TRANSAMERICA INSURANCE COM. | $2K | — | $2K | 2.07% |
| CHARLES BOSTROM3 | 110 N ORLANDO AVE SUITE 2 MAITLAND, FL 32751 | HARTFORD LIFE AND ACCIDENT | $9K | — | $9K | 13.69% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE COM. | — | $6K | $6K | 10.81% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 Filed as: THOMPSON, BOSTROM & ASSOCIATES | 1260 US HIGHWAY 1 UNIT 201 ROCKLEDGE, FL 32955 | TRANSAMERICA INSURANCE COM. | $6K | — | $6K | 10.12% |
| EXCELSIOR BENEFITS LLC3 | 441 2ND STREET EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE COM. | $3K | — | $3K | 4.50% |
| WEB TPA5 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE COM. | — | $2K | $2K | 4.33% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATION-CHICAGO | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | TRANSAMERICA INSURANCE COM. | $1K | — | $1K | 1.92% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. | — | $6K | $6K | 11.30% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 Filed as: THOMPSON, BOSTROM & ASSOCIATES | 1260 US HIGHWAY 1 UNIT 201 ROCKLEDGE, FL 32955 | TRANSAMERICA INSURANCE CO. | $5K | — | $5K | 10.14% |
| EXCELSIOR BENEFITS LLC3 | 441 2ND STREET EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. | $2K | — | $2K | 4.51% |
| WEB TPA5 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. | — | $2K | $2K | 3.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATION-CHICAGO | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | TRANSAMERICA INSURANCE CO. | $965 | — | $965 | 1.90% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | — | $5K | $5K | 11.75% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 Filed as: THOMPSON, BOSTROM & ASSOCIATES | 1260 US HIGHWAY 1 UNIT 201 ROCKLEDGE, FL 32955 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $4K | — | $4K | 9.99% |
| EXCELSIOR BENEFITS LLC3 | 441 2ND STREET EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $2K | — | $2K | 4.44% |
| WEB TPA5 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | — | $1K | $1K | 3.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL-CHICAGO | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | $847 | — | $847 | 2.06% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA INSURANCE CO. | — | $438 | $438 | 12.17% |
| THOMPSON BOSTROM & ASSOCIATES LLC3 Filed as: THOMPSON, BOSTROM & ASSOCIATES | 1260 US HIGHWAY 1 UNIT 201 ROCKLEDGE, FL 32955 | TRANSAMERICA INSURANCE CO. | $382 | — | $382 | 10.62% |
| EXCELSIOR BENEFITS LLC3 | 441 2ND STREET EXCELSIOR, MN 55331 | TRANSAMERICA INSURANCE CO. | $170 | — | $170 | 4.72% |
| WEB TPA5 | 8500 FREEPORT PKWY SOUTH IRVING, TX 75063 | TRANSAMERICA INSURANCE CO. | — | $108 | $108 | 3.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATION-CHICAGO | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | TRANSAMERICA INSURANCE CO. | $50 | — | $50 | 1.39% |
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 | 198 | 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) | 198 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 261 | $2.0M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 261 | $1.9M |
| Vision(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 261 | $1.9M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 198 | $64K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 198 | $64K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 198 | $64K |
| Other | HARTFORD LIFE AND ACCIDENT | 198 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 261 | — |
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.