| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | — | BLUECROSS BLUESHIELD OF TEXAS | $75K | $4K | $80K | 2.37% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 421 W. 3RD STREET, ST. 800 FORT WORTH, TX 761023749 | METROPOLITAN LIFE INSURANCE COMPANY | $31K | $55 | $31K | 9.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | — | COMBINED INSURANCE COMPANY OF AMERICA | $26K | — | $26K | 16.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 421 W 3RD STREET SUITE 800 FORT WORTH, TX 761023749 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $7K | $18K | 15.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 421 W3RD STREET SUITE 800 FORT WORTH, TX 761023749 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | $5K | $22K | 19.90% |
| 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 | $10K | $6K | $16K | 16.14% |
| 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 | $9K | $3K | $12K | 21.14% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC. | 700 N. PEARL STREET, SUITE N1700 DALLAS, TX 75201 | STARMOUNT LIFE INSURANCE COMPANY | $5K | — | $5K | 11.64% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 700 N PEARL STREET, ST. N1700 DALLAS, TX 75201 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $220 | — | $220 | 3.39% |
| DENNIS M PETERSON3 Filed as: DENNIS PETERSON | P. O. BOX 1703 BOERNE, TX 78006 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $199 | — | $199 | 3.07% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $105 | — | $105 | 1.62% |
| SOUTH TEJAS INSURANCE AGENCY LLC3 Filed as: SOUTH TEJAS INS AGENCY, LLC | P. O. BOX 992 BOERNE, TX 78006 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $47 | — | $47 | 0.73% |
| BENEFIT ALLIANCE INC3 Filed as: BENEFIT ALLIANCE, INC. | P. O. BOX 1703 BOERNE, TX 78006 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.08% |
| LOCKTON COMPANIES, LLC3 | P.O. BOX 123042 DALLAS, TX 753123042 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | — | $4 | 0.06% |
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 | 1,649 | 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) | 1,649 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 1,352 | $3.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,649 | $334K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 397 | $40K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 608 | $57K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 608 | $98K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 1,352 | $3.4M |
| Other(5 contracts, 3 carriers) | COMBINED INSURANCE COMPANY OF AMERICA | 608 | $450K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,649 | — |
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.