| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 201 ALHAMBRA CIRCLE, SUITE 1401 CORAL GABLES, FL 33134 | STANDARD INSURANCE COMPANY | $11K | $0 | $11K | 5.20% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 100 SOUTH CREST DRIVE ATLANTA, GA 30281 | STANDARD INSURANCE COMPANY | $0 | $6K | $6K | 2.64% |
| USI INSURANCE SERVICES LLC3 | 5455 RINGS ROAD ATRM 2 SOUTH TOWER SUITE 250 DUBLIN, OH 43017 | STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 1.62% |
| USI INSURANCE SERVICES LLC3 | 38 DISCOVERY, SUITE 250 IRVINE, CA 92618 | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 1.15% |
| MWAGIA INC3 | 1701 FIRST AVENUE ROCK ISLAND, IL 61201 | STANDARD INSURANCE COMPANY | $1K | $0 | $1K | 0.52% |
| USI INSURANCE SERVICES LLC3 | 21700 OXNARD STREET, SUITE 1200 WOODLAND HILLS, CA 91367 | STANDARD INSURANCE COMPANY | $13K | $0 | $13K | 8.63% |
| USI INSURANCE SERVICES LLC3 | 726 EXCHANGE STREET, SUITE 618 BUFFALO, NY 14210 | STANDARD INSURANCE COMPANY | $0 | $12K | $12K | 7.93% |
| USI INSURANCE SERVICES LLC3 | 201 ALHAMBRA CIRCLE, SUITE 1401 CORAL GABLES, FL 33134 | STANDARD INSURANCE COMPANY | $10K | $0 | $10K | 12.93% |
| USI INSURANCE SERVICES LLC3 | 5455 RINGS ROAD ATRM 2 SOUTH TOWER SUITE 250 DUBLIN, OH 43017 | STANDARD INSURANCE COMPANY | $6K | $0 | $6K | 7.19% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 100 SOUTH CREST DRIVE ATLANTA, GA 30281 | STANDARD INSURANCE COMPANY | $0 | $3K | $3K | 3.24% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL IOWA LLC | 212 BRADY STREET, SUITE 4B DAVENPORT, IA 52801 | HARTFORD LIFE AND ACCIDENT | $233 | $78 | $311 | 20.06% |
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 | 1,192 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 326 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,518 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 342 | $1.4M |
| Vision | STANDARD INSURANCE COMPANY | 681 | $209K |
| Long-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 681 | $362K |
| Other(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 1,192 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,192 | — |
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.