| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | — | $289K | $289K | 0.33% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | — | $236K | $236K | 0.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LTD | 180 RIVER ROAD 2ND FLOOR SUMMIT, NJ 07901 | AETNA LIFE INSURANCE CO. | — | $33 | $33 | 0.00% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $125K | — | $125K | 0.33% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | $102K | — | $102K | 0.27% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | — | $75K | $75K | 0.32% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | — | $61K | $61K | 0.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CALIFORNIA | INSURANCE SERVICES PO BOX 2158 RIVERSIDE, CA 925162158 | KAISER FOUNDATION HEALTH PLAN INC | $343K | — | $343K | 1.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | METROPOLITAN LIFE INSURANCE COMPANY | $363K | $39K | $403K | 2.18% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA HEALTH, INC. | $93K | — | $93K | 0.87% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA HEALTH, INC. | $67K | — | $67K | 0.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CALIFORNIA | PO BOX 2158 RIVERSIDE, CA 925162158 | KAISER FOUNDATION HEALTH PLAN INC | $88K | — | $88K | 1.06% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | — | $26K | $26K | 0.32% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | — | $21K | $21K | 0.26% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA HEALTH, INC. | — | $65K | $65K | 0.86% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA HEALTH, INC. | — | $47K | $47K | 0.62% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | — | $25K | $25K | 0.33% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | — | $20K | $20K | 0.27% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $14K | — | $14K | 0.30% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | $11K | — | $11K | 0.25% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA HEALTH, INC. | — | $38K | $38K | 0.86% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA HEALTH, INC. | — | $27K | $27K | 0.62% |
| US BENTECH WORKPLACE SOLUTIONS3 | 99 WOOD AVENUE SOUTH SUITE 501 ISELIN, NJ 08830 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $152K | — | $152K | 3.54% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $190K | $76K | $266K | 7.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | AETNA LIFE INSURANCE CO. | $33K | — | $33K | 1.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | HARTFORD LIFE AND ACCIDENT | $157K | $27K | $183K | 5.85% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 60673 | AETNA LIFE INSURANCE CO. | $9K | — | $9K | 0.30% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | $8K | — | $8K | 0.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LTD | 1000 WOODBURY ROAD WOODBURY, NY 11797 | EMPIRE HEALTHCHOICE ASSURANCE, INC. | $50K | — | $50K | 1.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | PO BOX 3310 SANTA BARBARA, CA 93130 | EMPIRE HEALTHCHOICE ASSURANCE, INC. | — | $907 | $907 | 0.03% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $6K | — | $6K | 0.30% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | $5K | — | $5K | 0.24% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG. INC. | $19K | — | $19K | 1.23% |
| THE SOUTHERN REGION LLC3 | 7313 MERCHANT COURT SARASOTA, FL 34240 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $156K | — | $156K | 10.53% |
| US BENTEC WORKPLACE SOLUTIONS3 Filed as: US BENTEC WORKPLACE SOLUTIONS LLC | 99 WOOD AVENUE S SUITE 501 ISELIN, NJ 088302715 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $59K | — | $59K | 3.98% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY | PO BOX 948 HENRIETTA, NY 14467 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $44K | — | $44K | 2.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 1393 VETERANS MEMORIAL HIGHWAY SUITE 210N HAUPPAUGE, NY 11788 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $28K | — | $28K | 2.04% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | — | $17K | $17K | 1.37% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | — | $11K | $11K | 0.90% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $5K | — | $5K | 0.50% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | TUFTS HEALTH PLAN | $7K | — | $7K | 0.65% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA HEALTH, INC. | — | $8K | $8K | 0.90% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA HEALTH, INC. | — | $6K | $6K | 0.65% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | $6K | — | $6K | 0.68% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | $3K | — | $3K | 0.35% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $24K | $9K | $33K | 7.00% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD SUITE 400 JACKSONVILLE, FL 32216 | AETNA HEALTH, INC. | $3K | — | $3K | 0.85% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA HEALTH, INC. | $2K | — | $2K | 0.61% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE CO. | — | $896 | $896 | 0.35% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA LIFE INSURANCE CO. | — | $733 | $733 | 0.28% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LTD | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $5K | $3K | $7K | 3.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: AJZ SYNERGIES | 327 STRATHMORE DRIVE BRYN MAWR, PA 19010 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $12K | — | $12K | 6.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LIMITED | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $3K | $2K | $5K | 3.32% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP LLC | 4348 SOUTHPOINT BOULEVARD JACKSONVILLE, FL 32216 | AETNA HEALTH, INC. | — | $721 | $721 | 0.84% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGIO, IL 606731298 | AETNA HEALTH, INC. | — | $520 | $520 | 0.61% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $1K | — | $1K | 1.75% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LTD | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | METROPOLITAN LIFE INSURANCE COMPANY | $849 | $702 | $2K | 3.64% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL NORTHEAST LTD | 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $856 | $745 | $2K | 3.78% |
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 | 76,289 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 374 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 76,663 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(26 contracts, 9 carriers) | AETNA LIFE INSURANCE CO. | 11,628 | $237.2M |
| Dental(7 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 43,563 | $24.9M |
| Vision(2 contracts, 2 carriers) | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 55,068 | $7.0M |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 36,100 | $5.3M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 9,011 | $3.1M |
| Long-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 9,011 | $3.6M |
| Prescription drug(8 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 11,136 | $35.0M |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 36,100 | $4.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 55,068 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.