| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| E LEE & ASSOCIATES INC.3 | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $33K | — | $33K | 3.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $21K | $423 | $22K | 2.55% |
| E LEE & ASSOCIATES INC.3 | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | BLUE CROSS OF CALIFORNIA | $19K | — | $19K | 3.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | BLUE CROSS OF CALIFORNIA | $13K | $249 | $13K | 2.55% |
| EDWARD LEE3 | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | KAISER FOUNDATION HEALTH PLAN INC. | $13K | — | $13K | 2.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | — | $8K | 1.80% |
| BOK FINANCIAL INSURANCE3 Filed as: EDWARD BOK LEE | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | PRINCIPAL LIFE INSURANCE COMPANY | $12K | $916 | $13K | 7.10% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | PRINCIPAL LIFE INSURANCE COMPANY | $12K | — | $12K | 6.65% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | — | $2K | 1.10% |
| E LEE & ASSOCIATES INC.3 | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 2.72% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 1.90% |
| E LEE & ASSOCIATES INC.3 Filed as: E LEE & ASSOCIATES | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | VISION SERVICE PLAN | $590 | — | $590 | 2.29% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | VISION SERVICE PLAN | $420 | — | $420 | 1.63% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | VISION SERVICE PLAN | $268 | — | $268 | 1.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | MAGELLAN HEALTH SERVICES INC. | $1K | — | $1K | 12.00% |
| E LEE & ASSOCIATES INC.3 | 16835 W. BERNARDO DRIVE, SUITE 212 SAN DIEGO, CA 92127 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | — | $1K | 12.78% |
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 | 264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 106 | $1.9M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 291 | $177K |
| Vision | VISION SERVICE PLAN | 172 | $26K |
| Life insurance(2 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 293 | $186K |
| Prescription drug(4 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 106 | $1.9M |
| Other | MAGELLAN HEALTH SERVICES INC. | 361 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 361 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.