| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS, INC. | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | KAISER FOUNDATION HEALTH PLAN INC | $20K | — | $20K | 5.02% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC | PO BOX 743376 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 1.78% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SVCS | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN INC | — | $605 | $605 | 0.15% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 3390 UNIVERSITY AVE RIVERSIDE, CA 92501 | AETNA LIFE INSURANCE COMPANY | $13K | — | $13K | 6.82% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 1.92% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.65% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVC INC | 3390 UNIVERSITY AVE RIVERSIDE, CA 92501 | AETNA HEALTH, INC. | $7K | — | $7K | 4.55% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | AETNA HEALTH, INC. | $3K | — | $3K | 1.97% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA HEALTH, INC. | $642 | — | $642 | 0.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 31.38% |
| ENROLLEASE3 Filed as: ENROLLEASE LLC EASECENTRAL | 1980 FESTIVAL PLAZA DR SUITE 330 LAS VEGAS, NV 89135 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $306 | — | $306 | 2.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTRNATNL OF CA INS SVCS INC | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $276 | $276 | 2.70% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 743376 LOS ANGELES, CA 90074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9 | — | $9 | 0.09% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $726 | — | $726 | 13.21% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 743376 LOS ANGELES, CA 90074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $99 | — | $99 | 1.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $97 | $97 | 1.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $240 | — | $240 | 6.61% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 743376 LOS ANGELES, CA 90074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $123 | — | $123 | 3.39% |
| DAILYFEATS INC.3 Filed as: DAILYFEATS INC | 131 TREMONT ST 3RD FL BOSTON, MA 02111 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $73 | — | $73 | 2.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INSURANCE | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $48 | $48 | 1.32% |
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 | 140 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 118 | $591K |
| Dental | AETNA LIFE INSURANCE COMPANY | 118 | $184K |
| Vision | AETNA LIFE INSURANCE COMPANY | 118 | $184K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 140 | $9K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 86 | $406K |
| Other(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 140 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 140 | — |
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.