| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 7906 PLAYERS FOREST DRIVE MEMPHIS, TN 381199171 | METROPOLITAN LIFE INSURANCE COMPANY | $614K | $66 | $614K | 8.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLLECTION CENTER DR 40 W MADISON 4TH FL BANK OF AMERICA CHICAGO, IL 606930162 | METROPOLITAN LIFE INSURANCE COMPANY | — | $195K | $195K | 2.53% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 606945135 | METROPOLITAN LIFE INSURANCE COMPANY | — | $77K | $77K | 1.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $191K | — | $191K | 5.00% |
| HODGES-MACE LLC3 Filed as: HODGES - MACE LLC | 5775 GLENRIDGE DRIVE BUILDING E SUITE 500 ATLANTA, GA 30328 | COMBINED INSURANCE COMPANY OF AMERICA | $2.1M | — | $2.1M | 73.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 203 N LA SALLE STREET FLOOR 20 CHICAGO, IL 606011267 | COMBINED INSURANCE COMPANY OF AMERICA | $1.5M | — | $1.5M | 52.08% |
| HODGES-MACE LLC3 Filed as: HODGES - MACE LLC | 5775 GLENRIDGE DRIVE BUILDING E SUITE 500 ATLANTA, GA 30328 | COMBINED INSURANCE COMPANY | $968K | — | $968K | 44.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 203 N LA SALLE STREET FLOOR 20 CHICAGO, IL 606011267 | COMBINED INSURANCE COMPANY | $725K | — | $725K | 33.65% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICE OF PUERTO RICO | 304 AVENUE PONCE DE LANE 100 #1000 SAN JUAN, PR 00918 | TRIPLE-S SALUD, INC | $82K | — | $82K | 5.00% |
| EDWIN W BARNETT3 | 8601 THE ISLAND MEMPHIS, TN 381250748 | CONTINENTAL AMERICAN INSURANCE COMPANY | $187K | — | $187K | 18.65% |
| BENEFITSTORE INC3 Filed as: BENEFITSTORE, LLC | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | CONTINENTAL AMERICAN INSURANCE COMPANY | $56K | — | $56K | 5.62% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16K | — | $16K | 1.60% |
| WILLIS TOWERS WATSON US LLC3 | 7733 FORSYTH BOULEVARD SUITE 1350 SAINT LOUIS, MO 631051817 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 0.00% |
| HODGE-MACE LLC3 | PO BOX 64028 THE WOODLANDS, TX 773874028 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$224 | — | -$224 | -0.02% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | — | $216K | $216K | 28.94% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $62K | $8K | $70K | 9.38% |
| EDWIN W BARNETT3 | BARNETT BENEFITS LLC 7906 PLAYERS FOREST DRIVE, SUITE 1 MEMPHIS, TN 38119 | UNUM INSURANCE COMPANY | $36K | $7K | $44K | 5.84% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | UNUM INSURANCE COMPANY | $36K | $2K | $38K | 5.11% |
| HODGE-MACE BENEFITS GROUP3 Filed as: HODGE-MACE BENEFITS GRP INC | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $15K | — | $15K | 1.95% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | — | $167K | $167K | 30.58% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $78K | $9K | $87K | 15.85% |
| EDWIN W BARNETT3 | BARNETT BENEFITS LLC 7906 PLAYERS FOREST DRIVE, SUITE 1 MEMPHIS, TN 38119 | UNUM INSURANCE COMPANY | $19K | $2K | $21K | 3.88% |
| HODGE-MACE BENEFITS GROUP3 Filed as: HODGE-MACE BENEFITS GRP INC | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $9K | — | $9K | 1.59% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | UNUM INSURANCE COMPANY | $5K | $288 | $5K | 0.99% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | — | $117K | $117K | 30.37% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $63K | $6K | $70K | 18.04% |
| EDWIN W BARNETT3 | BARNETT BENEFITS LLC 7906 FOREST DRIVE, SUITE 1 MEMPHIS, TN 38119 | UNUM INSURANCE COMPANY | $15K | $2K | $17K | 4.42% |
| HODGE-MACE BENEFITS GROUP3 Filed as: HODGE-MACE BENEFITS GRP INC | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM INSURANCE COMPANY | $6K | — | $6K | 1.63% |
| BENEFITSTORE INC3 | 100 BENEFITFOCUS WAY CHARLESTON, SC 29492 | UNUM INSURANCE COMPANY | $4K | $193 | $4K | 1.14% |
| AON CONSULTING INC3 Filed as: AON RISK SOLUTIONS OF PUERTO RICO | 29840 NETWORK PLACE CHICAGO, IL 60673 | TRIPLE-S VIDA, INC | $9K | — | $9K | 20.00% |
| AON CONSULTING INC3 Filed as: AON RISK SOLUTIONS OF PUERTO RICO | 29840 NETWORK PLACE CHICAGO, IL 60673 | TRIPLE-S VIDA, INC | $4K | — | $4K | 20.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MID SOUTH | 3011 ARMORY DRIVE SUITE 250 NASHVILLE, TN 37204 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.2M | — | $1.2M | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14TH FL STE 14A CHICAGO, IL 60604 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $40K | $40K | — |
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 | 105,768 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,701 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 107,469 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 886 | $14.6M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF TENNESSEE | 37,365 | $10.5M |
| Vision | VISION SERVICE PLAN | 19,794 | $3.8M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 66,557 | $8.7M |
| Short-term disability | TRIPLE-S VIDA, INC | 437 | $20K |
| Long-term disability(2 contracts, 2 carriers) | TRIPLE-S VIDA, INC | 62,974 | $46K |
| Prescription drug(4 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 886 | $14.5M |
| Other(9 contracts, 7 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 105,768 | $17.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 105,768 | — |
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.
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.