| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE, STE 100 OMAHA, NE 68154 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 25.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE, STE 100 OMAHA, NE 68154 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | — | $9K | 25.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE, STE 100 OMAHA, NE 68154 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 25.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| ANTHONY C BUECHLER3 | 13811 S 50TH ST PAPILLION, NE 68133 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| KEELER & ASSOCIATES3 | 211 SOUTH 23RD ST PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| SHAWN J KEELER3 | 211 SOUTH 23RD ST PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| AMY L MCKINNEY3 | 211 SOUTH 23RD ST PLATTSMOUTH, NE 68048 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNEN AGENCY LLC | 300 CHERAPA PLACE, STE 601 SIOUX FALLS, SD 57103 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GREAT PLAINS LLC | 11516 MIRACLE HILLS DRIVE OMAHA, NE 68154 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | — | $0 | — |
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 | 260 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 260 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $111K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 190 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.