| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL FLORIDA | 4830 W KENNEDY BLVD. STE 850 TAMPA, FL 33609 | BLUE CROSS BLUE SHIELD OF FLORIDA | $52K | — | $52K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL FLORIDA | 4830 W. KENNEDY BLVD STE 850 TAMPA, FL 33609 | TRULI-HMO | $30K | — | $30K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4830 W. KENNEDY BLVD. SUITE 850 TAMPA, FL 33609 | STANDARD INSURANCE COMPANY | $15K | $3K | $18K | 12.83% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 10368 W STATE ROAD 84 STE 201 DAVIE, FL 33324 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | — | $11K | 9.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 2158 RIVERSIDE, CA 92516 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $1K | $1K | 1.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N. CAUSEWAY BLVD. STE 300 METAIRIE, LA 70002 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 0.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4830 KENNEDY BLVD. STE 850 TAMPA, FL 33609 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 15.62% |
| MGIS3 | 111 SOUTH MAIN STREET SUITE 400 SALT LAKE CITY, UT 84111 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $15 | $15 | 0.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4830 W. KENNEDY BLVD. STE 850 TAMPA, FL 33609 | STANDARD INSURANCE COMPANY | $6K | $1K | $7K | 17.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4830 W. KENNEDY BLVD. STE 850 TAMPA, FL 33609 | STANDARD INSURANCE COMPANY | $6K | $954 | $7K | 17.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4830 W. KENNEDY BLVD STE 850 TAMPA, FL 33609 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 18.03% |
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 | 297 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 299 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF FLORIDA | 132 | $1.0M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 211 | $118K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 211 | $118K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 251 | $86K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 251 | $85K |
| Long-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 251 | $186K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 132 | $1.6M |
| Other(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 251 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 251 | — |
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.