| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC. | 10000 N CENTRAL EXPY STE 1200 DALLAS, TX 752312371 | METROPOLITAN LIFE INSURANCE COMPANY | $59K | $59 | $59K | 9.90% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3221 COLLINSWORTH ST FT WORTH, TX 761075739 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 1.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 601 N MESA ST #1550 EL PASO, TX 79901 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $82K | — | $82K | 15.92% |
| FMLASOURCE INC3 Filed as: FMLASOURCE, INC. | 455 N CITYFRONT PLZ DR 13TH FLOOR CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $59K | $59K | 11.55% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 10000 N CENTRAL EXPY STE 1200 DALLAS, TX 75231 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $37K | $37K | 7.19% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | — | $16K | 3.08% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 601 N MESA ST #1550 EL PASO, TX 79901 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $48K | — | $48K | 11.78% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 10000 N CENTRAL EXPY STE 1200 DALLAS, TX 75231 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $27K | $27K | 6.56% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | — | $9K | 2.22% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 601 N MESA ST #1550 EL PASO, TX 79901 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $60K | — | $60K | 15.89% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 10000 N CENTRAL EXPY STE 1200 DALLAS, TX 75231 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $30K | $30K | 7.87% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 3.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 700 N PEARL ST STE N1700 DALLAS, TX 75201 | RELIASTAR LIFE INSURANCE COMPANY | $65K | — | $65K | 26.61% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | RELIASTAR LIFE INSURANCE COMPANY | $8K | — | $8K | 3.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 6701 CENTER DR W STE 1500 LOS ANGELES, CA 90043 | RELIASTAR LIFE INSURANCE COMPANY | — | $7K | $7K | 3.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 700N PEARL ST STE N1700 DALLAS, TX 75201 | RELIASTAR LIFE INSURANCE COMPANY | $54K | — | $54K | 22.12% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | RELIASTAR LIFE INSURANCE COMPANY | $17K | — | $17K | 7.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 6701 CENTER DR W STE 1500 LOS ANGELES, CA 90043 | RELIASTAR LIFE INSURANCE COMPANY | — | $7K | $7K | 2.75% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 601 N MESA ST #1550 EL PASO, TX 79901 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | — | $12K | 10.04% |
| HOTCHKISS INSURANCE AGENCY LLC3 | 4120 INTERNATIONAL PKWY SUITE 2000 CARROLLTON, TX 75007 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 0.89% |
| GREGOR MORRISON3 Filed as: GREGOR H MORRISON | 846 ERIE ST SHREVEPORT, LA 71106 | 5STAR LIFE INSURANCE COMPANY | $36K | — | $36K | 36.07% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL TEXAS INC. | 700 N PEARL ST STE N1700 DALLAS, TX 75201 | LEGAL CLUB | $8K | — | $8K | 44.16% |
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 | 1,919 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,925 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLYHEALTH LLC | 3,886 | $214K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,737 | $594K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,681 | $120K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,085 | $614K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,062 | $410K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 600 | $379K |
| Other(6 contracts, 5 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 3,886 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,886 | — |
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.