| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 421 WEST THIRD, SUITE 800 FORT WORTH, TX 76102 | BLUE CROSS BLUE SHIELD OF TEXAS | $124K | $5K | $129K | 2.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC. | 700 N. PEARL STREET, SUITE N1700 DALLAS, TX 75201 | STARMOUNT LIFE INSURANCE COMPANY | $33K | — | $33K | 10.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | PO BOX 847746 DALLAS, TX 75284 | COMBINED INSURANCE COMPANY OF AMERICA | $31K | — | $31K | 17.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS | 421 W 3RD STREET SUITE 800 FORT WORTH, TX 76102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $6K | $17K | 15.33% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS | 421 W3RD STREET SUITE 800 FORT WORTH, TX 76102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $4K | $18K | 19.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS | 421 W 3RD STREET SUITE 800 FORT WORTH, TX 76102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $4K | $12K | 15.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 421 W 3RD STREET SUITE 800 FORT WORTH, TX 76102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $3K | $10K | 20.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 700 N PEARL STREET SUITE 1700 DALLAS, TX 75201 | AMERICAN HERITAGE LIFE | $341 | — | $341 | 3.55% |
| DENNIS M PETERSON3 Filed as: DENNIS PETERSON | P. O. BOX 1703 BOERNE, TX 78006 | AMERICAN HERITAGE LIFE | $304 | — | $304 | 3.16% |
| AON CONSULTING INC3 | 199 WATER STREET NEW YORK, NY 10038 | AMERICAN HERITAGE LIFE | $150 | — | $150 | 1.56% |
| SOUTH TEJAS INSURANCE AGENCY LLC3 Filed as: SOUTH TEJAS INS AGENCY LLC | P. O. BOX 992 BOERNE, TX 78006 | AMERICAN HERITAGE LIFE | $129 | — | $129 | 1.34% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | P. O. BOX 123103 DALLAS, TX 75312 | AMERICAN HERITAGE LIFE | $11 | — | $11 | 0.11% |
| BENEFIT ALLIANCE INC3 | P. O. BOX 1703 FORT WORTH, TX 78006 | AMERICAN HERITAGE LIFE | $11 | — | $11 | 0.11% |
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 | 1,164 | 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) | 1,164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 1,164 | $4.4M |
| Dental | STARMOUNT LIFE INSURANCE COMPANY | 336 | $326K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 336 | $326K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 450 | $46K |
| Long-term disability(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 450 | $125K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF TEXAS | 1,164 | $4.4M |
| Other(5 contracts, 3 carriers) | COMBINED INSURANCE COMPANY OF AMERICA | 450 | $430K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,164 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.