| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | PO BOX 6650 METAIRIE, LA 70009 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $54 | $7K | 1.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLLECTION CENTER 40 WEST MADISON 4TH FLOOR CHICAGO, IL 60693 | METROPOLITAN LIFE INSURANCE COMPANY | — | $758 | $758 | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | DBA HUB INTL GULF SOUTH LTD METAIRIE, LA 70009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $326 | $4K | 9.72% |
| LEWIS ASHTON BROCK III3 Filed as: LEWIS A BROCK III | 8776 SPRING GROVE NORTH MOBILE, AL 36695 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $725 | $3K | 8.71% |
| JEFF HUNTER SWEATT3 | 300 BAYHILL DRIVE DAPHNE, AL 36526 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $552 | — | $552 | 1.43% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $277 | $262 | $539 | 1.40% |
| SHERRELL S COCHRAN3 | 3734 BRANCH DRIVE SEMMES, AL 36575 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $501 | $9 | $510 | 1.32% |
| NIGEL J HERTZ3 | 5367 DANDALE DRIVE MOBILE, AL 36693 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $378 | — | $378 | 0.98% |
| MADISON LYNN SUNDIE3 | 13443 COUNTY ROAD 18 SUMMERDALE, AL 36580 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $257 | — | $257 | 0.67% |
| DAVID NICHOLAS BYRD3 | 613 YOUNG NECK ROAD MOBILE, MS 36608 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.12% |
| ASHTON BROCK3 | 1708 LAUREL STREET MOBILE, AL 36604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.08% |
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 | 106 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18 | 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) | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 97 | $572K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 309 | $358K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 309 | $358K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 309 | $397K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 309 | $358K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 309 | $358K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF ALABAMA | 97 | $572K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 309 | $397K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 309 | — |
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.