| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | KAISER FOUNDATION HEALTH PLAN INC | $48K | $0 | $48K | 2.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL INSURANCE SVCS INC | 2393 TOWNSGATE RD, STE 101 WESTLAKE VILLAGE, CA 91361 | KAISER FOUNDATION HEALTH PLAN INC | $16K | $0 | $16K | 1.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA LLC | PO BOX 28031 NEW YORK, NY 10087 | UNITEDHEALTHCARE INSURANCE COMPANY | $16K | $0 | $16K | 7.12% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 3390 UNIVERSITY AVE, STE 300 RIVERSIDE, CA 92501 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 2.88% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 200 METAIRIE, LA 70002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $302 | $302 | 1.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 200 METAIRIE, LA 70002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $140 | $140 | 0.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 200 METAIRIE, LA 70002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $90 | $90 | 0.83% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 200 METAIRIE, LA 70002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $82 | $82 | 0.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 200 METAIRIE, LA 70002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $57 | $57 | 0.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N CAUSEWAY BLVD SUITE 200 METAIRIE, LA 70002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $23 | $23 | 1.04% |
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 | 97 | 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) | 97 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 194 | $1.8M |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 257 | $122K |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 257 | $122K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 124 | $35K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 124 | $8K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 124 | $14K |
| Other(3 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 124 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 257 | — |
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.