| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 55 E JACKSON BLVD CHICAGO, IL 606044466 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $66 | $25K | 3.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLLECTION CENTER DR 40 W MDSN 4TH FL BNK OF AM LK BX SV CHICAGO, IL 606930162 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9K | $9K | 1.29% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | D/B/A HUB INT'L GU PO BOX 6650 METAIAARIE, LA 700096650 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 0.71% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 0.64% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3635 RIVERSIDE PLAZA DRIVE SUITE 300 RIVERSIDE, CA 92506 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $27K | $0 | $27K | 4.43% |
| IMG3 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $152 | $152 | 0.02% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES, LLC (PACIFIC SR) | 4275 EXECUTIVE SQ STE 600 LAJOLLA, CA 920371433 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | $0 | $14K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 203 N LA SALLE ST FL 20 CHICAGO, IL 606011267 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $66 | $10K | 45.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | D/B/A HUB INTERNATION GU PO BOX 6650 METAIRIE, LA 700096650 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 17.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL 16253 COLLECTIONS CNTR DR | 40 W MADISON 4TH FLR BNK OF AMERICA LOCK BOX SVCS CHICAGO, IL 606930162 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $207 | $207 | 0.95% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC. | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $66 | $0 | $66 | 0.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 203 N LA SALLE ST FL 20 CHICAGO, IL 606011267 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $66 | $9K | 44.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | D/B/A/ HUB INTERNATIONAL GU PO BOX 6650 METAIRIE, LA 700096650 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 16.75% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLL CNT DR 40 MADISON 4TH FL BANK OF AMERICA LOCK BOX SVCS CHICAGO, IL 606930263 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $196 | $196 | 0.94% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $62 | $0 | $62 | 0.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 203 N LA SALLE ST FL 20 CHICAGO, IL 606011267 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $66 | $6K | 46.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | D/B/A HUB INTERNATIONAL GU PO BOX 6650 METAIRIE, LA 700096650 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 17.43% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLL CNT DR 40 MADISON 4TH FL BANK OF AMERICA LOCK BOX SVCS CHICAGO, IL 606930162 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $132 | $132 | 0.98% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $42 | $0 | $42 | 0.31% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | S CAL SERIES 4275 EXECUTIVE SQ, STE 600 LA JOLLA, CA 920371433 | UNITEDHEALTHCARE INSURANCE COMPANY | $475 | $0 | $475 | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | PO BOX 2158 RIVERSIDE, CA 92506 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
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 | 723 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 732 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 22 | $188K |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,109 | $871K |
| Vision(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,109 | $727K |
| Life insurance(2 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,738 | $622K |
| Short-term disability | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,738 | $617K |
| Long-term disability | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,738 | $617K |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 22 | $188K |
| Other(5 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,738 | $678K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,738 | — |
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.