| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 9855 SCRANTON ROAD, SUITE 100 SAN DIEGO, CA 92121 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $459 | $19K | 2.94% |
| EXECUTIVE FINANCIAL BENE-FACTS INC3 Filed as: EXECUTIVE FINANCIAL BENEFACTS INC. | 4601 WILSHIRE BOULEVARD, SUITE 200 LOS ANGELES, CA 90010 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $583 | $7K | 1.04% |
| BRIAN BOZAJIAN3 | 1001 6TH STREET, SUITE 100 MANHATTAN BEACH, CA 90266 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.35% |
| FARR & ASSOCIATES INS. SERVICES3 | 996 S SEAWARD AVENUE VENTURA, CA 93001 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.30% |
| MML INSURANCE AGENCY LLC3 | PO BOX 8089 BOSTON, MA 02266 | METROPOLITAN LIFE INSURANCE CONPANY | $12K | $3K | $14K | 2.24% |
| THE LEADERS GROUP INC3 | 26 W DRY CREEK CIRCLE, STE 800 LITTLETON, CO 80120 | METROPOLITAN LIFE INSURANCE CONPANY | $5K | $971 | $6K | 0.94% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 9855 SCRANTON ROAD, SUITE 100 SAN DIEGO, CA 92121 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $268 | $10K | 12.07% |
| PETER LIZOTTE3 | 4601 WILSHIRE BLVD., SUITE 200 LOS ANGELES, CA 90010 | METROPOLITAN LIFE INSURANCE COMPANY | $60 | — | $60 | 0.24% |
| BRIAN BOZAJIAN3 | 1001 6TH STREET, SUITE 100 MANHATTAN BEACH, CA 90266 | METROPOLITAN LIFE INSURANCE COMPANY | $59 | — | $59 | 0.23% |
| FARR & ASSOCIATES INS. SERVICES3 | 996 S SEAWARD AVENUE VENTURA, CA 93001 | METROPOLITAN LIFE INSURANCE COMPANY | $59 | — | $59 | 0.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 600 CORPORATE POINTE, STE 600 CULVER CITY, CA 90230 | LLOYD'S OF LONDON | $37K | — | $37K | 154.75% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 9855 SCRANTON ROAD, SUITE 100 SAN DIEGO, CA 92121 | FEDERAL INSURANCE COMPANY | $1K | — | $1K | 15.05% |
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 | 611 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 616 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 119 | $1.6M |
| Dental | DELTA DENTAL OF CALIFORNIA | 589 | $524K |
| Vision | EYEMED VISION CARE | 1,452 | $55K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,124 | $662K |
| Short-term disability | LLOYD'S OF LONDON | 91 | $24K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,124 | $662K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 119 | $1.6M |
| Other(7 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,124 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,452 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.