| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED2 Filed as: HUB INTERNATIONAL TEXAS, INC. | 421 W 3RD ST SUITE 800 FORT WORTH, TX 76102 | BLUE CROSS BLUESHIELD OF TEXAS | $22K | $3K | $26K | 3.62% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 421 W 3RD ST SUITE 800 FORT WORTH, TX 76102 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14K | $0 | $14K | 14.83% |
| D&I INTERNATIONAL PARTNERS INC3 | 449 EL CAMINO DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $3K | $11K | 11.49% |
| DANIEL ROJAS3 | 6680 CABANA DEL SOL EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $725 | $608 | $1K | 1.37% |
| EDGAR IVAN MUNOZ LUNA3 | 7313 KIOWA CREEK DR EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $960 | $218 | $1K | 1.21% |
| MONICA GABRIELA SERVIN3 | 6749 ISLA DEL REY DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $615 | $374 | $989 | 1.02% |
| BRIANNA YAMILE REZA | 905 CHIRICAHUA DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $528 | $0 | $528 | 0.54% |
| JORGE DUENAS3 | 6840 CACTUS THRUSH EL PASO, TX 79911 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $286 | $0 | $286 | 0.29% |
| ANDRES LOPEZ3 | 11713 SIERRA MORENA DR EL PASO, TX 79936 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $230 | $31 | $261 | 0.27% |
| MARIO ALBERTO AVALOS3 | 14485 ORCHID DR HORIZON CITY, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | $0 | $151 | 0.16% |
| BRIGITTE FRAGOSO3 | 733 CAMINO NORTE CT EL PASO, TX 79932 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $18 | $28 | 0.03% |
| JUAN JOSE MACIAS | 457 LAS PALOMAS HORIZON CITY, TX 79928 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $1 | $12 | 0.01% |
| KORINA ISELA BOTELLO3 | 7212 DESERT EAGLE DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.01% |
| MARIA GRACIELA PAMANES3 | 5780 MIRA GRANDE DR EL PASO, TX 79912 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC. | 3221 COLLINSWORTH ST FORT WORTH, TX 761076531 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | $0 | $8K | 9.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 150 N RIVERSIDE PLZ STE 1700 CHICAGO, IL 606061572 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.96% |
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 | 198 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 198 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUESHIELD OF TEXAS | 74 | $707K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 198 | $79K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 198 | $79K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 198 | $176K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 91 | $97K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 91 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 198 | — |
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.