| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 NORTH CAUSEWAY BOULEVARD SUITE 200 METAIRIE, LA 70002 | SOUTHLAND NATIONAL INSURANCE CORPORATION | $5K | — | $5K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | DBA HUB INTL GULF SOUTH LTD METAIRIE, LA 70009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $427 | $4K | 9.49% |
| LEWIS ASHTON BROCK III3 Filed as: LEWIS A BROCK III | 8776 SPRING GROVE NORTH MOBILE, AL 36695 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $446 | $3K | 7.90% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $336 | $345 | $681 | 1.57% |
| JEFF HUNTER SWEATT3 | 300 BAYHILL DRIVE DAPHNE, AL 36526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $646 | — | $646 | 1.49% |
| SHERRELL S COCHRAN3 | 3734 BRANCH DRIVE SEMMES, AL 36575 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $477 | $10 | $487 | 1.12% |
| MADISON LYNN SUNDIE3 | 13443 COUNTY ROAD 18 SUMMERDALE, AL 36580 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $356 | $92 | $448 | 1.03% |
| NIGEL J HERTZ3 | 4200 WOODCLIFF DRIVE SOUTH MOBILE, AL 36693 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | — | $168 | 0.39% |
| SUSAN RENEE DAY3 | 5618 DOGWOOD TRAIL EIGHT MILE, AL 36613 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 0.25% |
| DAVID NICHOLAS BYRD3 | 613 YOUNG NECK ROAD MOBILE, MS 36608 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $46 | $85 | 0.20% |
| ASHTON BROCK3 | 1708 LAUREL STREET MOBILE, AL 36604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.08% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $506 | $5K | 16.53% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $473 | $3K | 9.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $308 | $1K | 6.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $299 | $2K | 17.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $279 | $2K | 11.91% |
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 | 119 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 95 | $487K |
| Dental | SOUTHLAND NATIONAL INSURANCE CORPORATION | 115 | $45K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 108 | $15K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 119 | $91K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 119 | $21K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $32K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 95 | $487K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 119 | $91K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 119 | — |
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."
No prospect flags tripped on this filing.