| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 782053603 | UNITEDHEALTHCARE INSURANCE COMPANY | $17K | $92K | $109K | 4.83% |
| CATTO & CATTO BENEFITS GROUP LLP3 Filed as: CATTO & CATTO BENEFITS GROUP, LLC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 782053603 | UNITEDHEALTHCARE INSURANCE COMPANY | — | -$65 | -$65 | -0.00% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $4K | 11.85% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 8.93% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $2K | $4K | 12.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 8.62% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 8.09% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $1K | $3K | 12.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 8.61% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 14.81% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 11.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC | 2333 TOWN CENTER DR SUGAR LAND, TX 77478 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $282 | — | $282 | 1.44% |
| L H WHITAKER ENTERPRISES INC3 | 9044 BROWNING ST CHAPPELL HILL, TX 77426 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $243 | — | $243 | 1.24% |
| B T WILKING INC3 | 18700 PALM BEACH BLVD MONTGOMERY, TX 77356 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.50% |
| SWBC LIFE INSURANCE AGENCY, INC.3 Filed as: SWBC LIFE INSURANCE AGENCY INC | 9311 SAN PEDRO AVE STE 600 SAN ANTONIO, TX 78216 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $88 | — | $88 | 0.45% |
| THOMAS SNYDER3 | 10539 DEDEKE DR. NEW BRAUNFELS, TX 78132 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.30% |
| BILLY MARK ROBERSON3 | 19210 BOCA DEL MAR SAN ANTONIO, TX 78258 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.19% |
| SALAZAR INSURANCE GROUP LLC3 Filed as: SALAZAR INSURANCE GROUP | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.16% |
| HORIZON BENEFITS LLC3 | 1150 N LOOP 1604 W SAN ANTONIO, TX 78258 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.15% |
| OMAR MENDOZA3 | 26326 ROCKWALL PKWY NEW BRAUNFELS, TX 78132 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.13% |
| PAUL J PIPER3 | 611 E LOOP 499 HARLINGEN, TX 78550 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.12% |
| MANUEL FUENTES3 | 63 MARIPOSA PKWY W BOERNE, TX 78006 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.09% |
| TIMOTHY J REED3 Filed as: TIMOTHY COBB | 11086 NW COUNTY ROAD 1370 BARRY, TX 75102 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| KELLY MELISSA RUSHING3 | 725 RIVER BLUFF DR LYTLE, TX 78052 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| JOHN DAVID BODKER3 | 11415 SPRIGHTLY LN STE 118 SAN ANTONIO, TX 78254 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| BRUCE D AKERS3 | 2383 CALYPSO LN LEAGUE CITY, TX 77573 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| DANIEL MARTIN ROMAN3 | 15938 SILVER ROSE SELMA, TX 78154 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| SA GENERAL AGENCY INC3 | PO BOX 592737 SAN ANTONIO, TX 78259 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| TROY J PALMER3 | 15534 CLOVER RDG SAN ANTONIO, TX 78248 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| THE PINNACLE BEN GRP, INC.3 Filed as: THE PINNACLE BEN GRP INC | PO BOX 640 BOERNE, TX 78006 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $743 | $648 | $1K | 12.45% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $933 | — | $933 | 8.35% |
| CATTO & CATTO BENEFITS GROUP LLP3 | 106 S SAINT MARYS ST STE 800 ONE ALAMO CENTER SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $712 | $538 | $1K | 11.66% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 78205 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $896 | — | $896 | 8.36% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 106 S SAINT MARYS ST STE 800 SAN ANTONIO, TX 75205 | MEDICAL AIR SERVICES ASSOCIATION, INC. | $733 | — | $733 | 18.09% |
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 | 240 | 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) | 241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 395 | $2.3M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 395 | $2.3M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 395 | $2.3M |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 238 | $80K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 91 | $26K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $32K |
| Other(7 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 238 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 395 | — |
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."
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.