| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 2158 RIVERSIDE, CA 92516 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | $5K | $16K | 6.19% |
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 3.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | — | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | $5K | $6K | 4.35% |
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 3.70% |
| VXTRA PARTNERS3 | 2700 CUMBERLAND PARKWAY SUITE 140 ATLANTA, GA 30339 | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | — | $10K | 7.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL, LTD | 12450 BRANTLEY COMMONS COURT FORT MEYERS, FL 33907 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 3.32% |
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 | 485 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 485 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 612 | $253K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 612 | $253K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,444 | $271K |
| Long-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,444 | $271K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 485 | $729K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 612 | $253K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,444 | — |
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.