| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PKWY, SUITE 300 ALPHARETTA, GA 30009 | BLUE CROSS OF CALIFORNIA | $58K | $24K | $82K | 3.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | BLUE CROSS OF CALIFORNIA | $31K | — | $31K | 1.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $14K | — | $14K | 1.46% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | KAISER FOUNDATION HEALTH PLAN INC | $10K | — | $10K | 1.04% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $11K | — | $11K | 1.45% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 1.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $2K | $10K | 12.17% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 5.63% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $2K | $5K | 9.05% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $1K | $3K | 5.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $851 | — | $851 | 1.85% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $946 | $946 | 2.62% |
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 | 435 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 437 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 354 | $4.0M |
| Dental | BLUE CROSS OF CALIFORNIA | 354 | $2.3M |
| Vision | BLUE CROSS OF CALIFORNIA | 354 | $2.3M |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 435 | $120K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 154 | $58K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 581 | $46K |
| Prescription drug(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 354 | $4.0M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 435 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 581 | — |
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.