| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 601 N MESA, STE 1550 EL PASO, TX 79901 | DEARBORN LIFE INSURANCE COMPANY | $226K | — | $226K | 10.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 3221 COLLINSWORTH ST FORT WORTH, TX 761075730 | METROPOLITAN LIFE INSURANCE COMPANY | — | $47 | $47 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 3221 COLLINSWORTH ST FORT WORTH, TX 761075739 | METROPOLITAN LIFE INSURANCE COMPANY | $48K | $47 | $48K | 19.55% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3221 COLLINSWORTH ST FORTH WORTH, TX 761075739 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.41% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $766 | $766 | 0.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3221 COLLINSWORTH ST FORT WORTH, TX 761075730 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $47 | $21K | 19.65% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | 444 W 47TH ST STE 900 ATTN TELLYE HEDRICK KANSAS CITY, MO 641121906 | METROPOLITAN LIFE INSURANCE COMPANY | — | $116 | $116 | 0.11% |
| DON TRUDEAU3 | TPG GROUP 25 SEIR HILL ROAD NORWALK, CT 06850 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 3221 COLLINSWORTH ST FORT WORTH, TX 761075730 | METROPOLITAN LIFE INSURANCE COMPANY | — | $47 | $47 | — |
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 | 3,163 | 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) | 3,163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 3,149 | $22.6M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,835 | $1.4M |
| Vision(2 contracts, 2 carriers) | AMERITAS | 3,549 | $335K |
| Life insurance(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 3,163 | $2.3M |
| Short-term disability(2 contracts, 2 carriers) | DEARBORN LIFE INSURANCE COMPANY | 3,163 | $2.9M |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 3,163 | $2.3M |
| Prescription drug(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 3,149 | $23.2M |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | NATIONWIDE | 595 | $684K |
| Other(6 contracts, 4 carriers) | DEARBORN LIFE INSURANCE COMPANY | 3,163 | $3.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,835 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.