| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 N. CAUSEWAY BLVD. ST. 300 METAIRIE, LA 70002 | NATIONWIDE MUTUAL INSURANCE CO. | $3K | — | $3K | 12.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB IINTERNATIONAL MIDWEST LTD | 3510 N. CAUSEWAY BLVD, STE. 300 METAIRIE, LA 70002 | AMERITAS LIFE INSURANCE CORP | $4K | — | $4K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 3510 N. CAUSEWAY BLVD STE 300 METAIRIE, LA 70002 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 5600 NEW KING DR. STE 210 TROY, MI 48098 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $407 | $407 | 1.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 20 LOBLOLLY COURT MANDEVILLE, LA 70448 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $313 | $2K | 11.70% |
| REBECCA N SONGY3 Filed as: REBECCA N. SONGY | 6900 MEMPHIS ST. NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $988 | $672 | $2K | 8.13% |
| GROUP VOLUNTARY BENEFITS LLC3 | 29103 CHURCH OF GOD RD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $837 | $330 | $1K | 5.71% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $190 | $210 | $400 | 1.96% |
| R&W SOLUTIONS LLC3 | 23695 MONARCH PT SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $25 | $105 | 0.51% |
| MOORE ADVISORY GROUP LLC3 Filed as: MOORE ADVISING GROUP, LLC | 5210 COTTONWOOD CREEK LN LEAGUE CITY, TX 77573 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 N. CAUSEWAY BLVD, STE 300 METAIRIE, LA 70002 | NATIONWIDE MUTUAL INSURANCE CO. | $3K | — | $3K | 17.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 6650 METAIRIE, LA 70009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $273 | $3K | 16.59% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 N. CAUSEWAY BLVD, STE. 300 METAIRIE, LA 70002 | NATIONWIDE MUTUAL INSURANCE CO. | $1K | — | $1K | 12.00% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL MIDWEST LTD. | 3510 N. CAUSEWAY BLVD, STE. 300 METAIRIE, LA 70002 | AMERITAS LIFE INSURANCE CORP | $1K | — | $1K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 6650 METAIRIE, LA 70009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $112 | $1K | 16.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 6650 METAIRIE, LA 70009 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $109 | $1K | 16.33% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 N. CAUSEWAY BLVD, STE 300 METAIRIE, LA 70002 | NATIONWIDE MUTUAL INSURANCE CO. | $1K | — | $1K | 17.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | P.O. BOX 2158 RIVERSIDE, CA 92506 | UNITEDHEALTHCARE INSURANCE COMPANY | $503 | — | $503 | 15.01% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 N. CAUSEWAY BLVD, STE 300 METAIRIE, LA 70002 | CRUM & FORSTER | $89 | — | $89 | 17.49% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL MIDWEST LTD. | 3510 N. CAUSEWAY BLVD., STE 300 METAIRIE, LA 70002 | CRUM & FORSTER | $37 | — | $37 | 17.54% |
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 | 134 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BERKLEY LIFE & HEALTH INSURANCE COMPANY | 66 | $287K |
| Dental(3 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP | 158 | $57K |
| Vision(3 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP | 158 | $57K |
| Life insurance(7 contracts, 5 carriers) | BERKLEY LIFE & HEALTH INSURANCE COMPANY | 75 | $373K |
| Short-term disability(3 contracts, 2 carriers) | NATIONWIDE MUTUAL INSURANCE CO. | 75 | $56K |
| Long-term disability(2 contracts, 2 carriers) | NATIONWIDE MUTUAL INSURANCE CO. | 75 | $18K |
| Other(8 contracts, 5 carriers) | NATIONWIDE MUTUAL INSURANCE CO. | 75 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 158 | — |
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.