| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY LLC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | UNITEDHEALTHCARE INSURANCE COMPANY | -$10 | $53K | $53K | 68.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC GEORGIA | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $19K | $19K | 23.99% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $6K | $6K | 7.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY LLC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 8.31% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY LLC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 12.76% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $729 | — | $729 | 2.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY LLC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.22% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $389 | — | $389 | 1.78% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY LLC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.21% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $381 | — | $381 | 1.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY LLC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 12.78% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 ALPHARETTA, GA 30022 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $325 | — | $325 | 2.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: INSURANCEHUB AGENCY INC | 1720 LAKES PARKWAY LAWRENCEVILLE, GA 30043 | EYE MED | $1K | — | $1K | 8.36% |
| RELATION INSURANCE INC3 | 5825 MEDLOCK BRIDGE PARKWAY SUITE 200 JOHNS CREEK, GA 30022 | EYE MED | $102 | — | $102 | 0.82% |
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 | 112 | 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) | 112 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 208 | $78K |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 70 | $69K |
| Vision | EYE MED | 155 | $12K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 123 | $36K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 123 | $33K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 123 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 208 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.