| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING ASSOCIATES INC. | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $49K | — | $49K | 30.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 1.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20K | — | $20K | 20.00% |
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING ASSOCIATES INC | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 1.98% |
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING ASSOCIATES INC. | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 61701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 61701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $196 | $196 | 0.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 61701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 61701 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $184 | $184 | 1.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING ASSOCIATES INC. | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $343 | $343 | 1.96% |
| BENEFIT PLANNING ASSOCIATES3 Filed as: BENEFIT PLANNING CONSULTANTS | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $468 | — | $468 | 20.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BPA TROXELL | 712 IAA DR BLOOMINGTON, IL 617012219 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $47 | $47 | 2.01% |
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 | 408 | 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) | 408 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.