| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNAIONAL FLORIDA LTD | 4830 WEST KENNEDY BLVD SUITE 850 TAMPA, FL 336092593 | HUMANA INC. | $35K | $1K | $36K | 4.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1560 ORANGE AVENUE SUITE 750 WINTER PARK, FL 327895552 | HUMANA INC. | $7K | — | $7K | 0.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1560 ORANGE AVENUE SUITE 750 WINTER PARK, FL 327895552 | PRINCIPAL LIFE INSURANCE COMPANY | $5K | — | $5K | 8.94% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 150 N. RIVERSIDE PLAZA STE 1700 CHICAGO, IL 60606 | PRINCIPAL LIFE INSURANCE COMPANY | — | $3K | $3K | 4.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 1560 ORANGE AVENUE SUITE 750 WINTER PARK, FL 32789 | AFLAC | $536 | — | $536 | 4.04% |
| REBEKAH L FUSSELL3 | 11007 CREIGHTON DR ORLANDO, FL 32817 | AFLAC | $492 | $13 | $505 | 3.81% |
| MEGAN MARIE MCCARRELL3 | 2360 W COUNTY ROAD 44 EUSTIS, FL 32723 | AFLAC | $103 | $3 | $106 | 0.80% |
| TEAM WEISS AND ASSOC LLC3 | P. O. BOX 149505 ORLANDO, FL 32814 | AFLAC | $90 | $3 | $93 | 0.70% |
| ROBIN PONCE3 | 2849 ROXBURY RD WINTER PARK, FL 32789 | AFLAC | $63 | — | $63 | 0.48% |
| TERESA A RUCKER3 | 6248 BORDEAUX CIR SANFORD, FL 32771 | AFLAC | $7 | — | $7 | 0.05% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 55 E. JACKSON BLVD FL 14 CHICAGO, IL 60604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $333 | — | $333 | 5.85% |
| REBEKAH L FUSSELL3 Filed as: REBEKAH LEE FUSSELL | 11007 CREIGHTON DR. ORLANDO, FL 32817 | CONTINENTAL AMERICAN INSURANCE COMPANY | $208 | — | $208 | 3.65% |
| TEAM WEISS AND ASSOC LLC3 Filed as: TEAM WEISS AND ASSOCIATES LLC | 1521 MT. VERNON ST. ORLANDO, FL 32803 | CONTINENTAL AMERICAN INSURANCE COMPANY | $69 | — | $69 | 1.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1560 ORANGE AVENUE SUITE 750 WINTER PARK, FL 327895552 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.36% |
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 | 122 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA INC. | 59 | $722K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 137 | $61K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 137 | $61K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 137 | $61K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 137 | $61K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 137 | $61K |
| Other(3 contracts, 3 carriers) | AFLAC | 32 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.