| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 10000 NORTH CENTRAL EXPRESSWAY SUITE 1200 DALLAS, TX 75231 | BLUECROSS BLUESHIELD OF TEXAS | $19K | $11 | $19K | 1.52% |
| MARSH & MCLENNAN AGENCY LLC3 | 8144 WALNUT HILL LANE 17TH FLOOR DALLAS, TX 75231 | BLUECROSS BLUESHIELD OF TEXAS | $16K | $837 | $16K | 1.31% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITYWEST BOULEVARD SUITE 2400 HOUSTON, TX 770423031 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | — | $7K | 5.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 3221 COLLINSWORTH STREET FORT WORTH, TX 761075739 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $66 | $6K | 4.78% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVENUE SUITE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | METROPOLITAN LIFE INSURANCE COMPANY | — | $718 | $718 | 0.54% |
| MARSH & MCLENNAN AGENCY LLC3 | 6279 TRI RIDGE BOULEVARD SUITE 400 LOVELAND, OH 451408320 | METROPOLITAN LIFE INSURANCE COMPANY | — | $9 | $9 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS FORT WORTH | 601 NORTH MESA SUITE 1550 EL PASO, TX 79901 | DEARBORN LIFE INSURANCE COMPANY | $8K | — | $8K | 8.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC | 3221 COLLINSWORTH STREET FORT WORTH, TX 761076573 | VISION SERVICE PLAN | $880 | — | $880 | 4.40% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLELLAN AGENCY LLC | 2500 BEE CAVE ROAD SUITE 125 AUSTIN, TX 78746 | VISION SERVICE PLAN | $419 | — | $419 | 2.09% |
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 | 151 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 213 | $1.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 275 | $133K |
| Vision | VISION SERVICE PLAN | 106 | $20K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 151 | $101K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 151 | $101K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 151 | $101K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 213 | $1.3M |
| Other | DEARBORN LIFE INSURANCE COMPANY | 151 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 275 | — |
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.