| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3635 RIVERSIDE PLAZA DR BLDG M3 RIVERSIDE, CA 925062711 | UNITEDHEALTHCARE INSURANCE COMPANY | $186K | — | $186K | 5.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL INS SVCS INC | 5405 MOREHOUSE DR #340 SAN DIEGO, CA 921214725 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $19K | $19K | 0.53% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL SOUTHERN | CALIFORNIA 4371 LATHAM ST RIVERSIDE, CA 92501 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $525 | $525 | 0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3635 RIVERSIDE PLAZA DR BLDG M3 RIVERSIDE, CA 925062711 | UNITEDHEALTHCARE INSURANCE COMPANY | $32K | — | $32K | 9.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3635 RIVERSIDE PLAZA DR BLDG M3 RIVERSIDE, CA 92506 | UNIMERICA LIFE INSURANCE SERVICES | $12K | — | $12K | 6.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3635 RIVERSIDE PLAZA DR BLDG M3 RIVERSIDE, CA 925062711 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 9.97% |
| SEEGER BENEFITS INSURANCE SERVICES3 | 2985 E HILLCREST DR STE 108 WESTLAKE VILLAGE, CA 913623179 | UNITEDHEALTHCARE INSURANCE COMPANY | -$4 | — | -$4 | -0.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC. | 4371 LATHAM STREET - SUITE 101 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $6K | — | $6K | 12.54% |
| BENEFIT SERVICE CENTER3 | 9500 TOPANGA CANYON BLVD CHATSWORTH, CA 91311 | TRUSTMARK INSURANCE COMPANY | $3K | — | $3K | 6.27% |
| RON KLEIMAN3 | 4522 RFD LONG GROVE, IL 60047 | TRUSTMARK INSURANCE COMPANY | $2K | — | $2K | 4.55% |
| BENEFITVISION3 | 2690 COMMERCE DRIVE -SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $1K | — | $1K | 2.18% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC. | 4371 LATHAM STREET - SUITE 101 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $6K | — | $6K | 19.43% |
| BENEFIT SERVICE CENTER3 | 9500 TOPANGA CANYON BLVD CHATSWORTH, CA 91311 | TRUSTMARK INSURANCE COMPANY | $3K | — | $3K | 9.71% |
| BENEFITVISION3 | 2690 COMMERCE DRIVE -SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $2K | — | $2K | 6.13% |
| RON KLEIMAN3 | 4522 RFD LONG GROVE, IL 60047 | TRUSTMARK INSURANCE COMPANY | $1K | — | $1K | 4.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC. | 4371 LATHAM STREET - SUITE 101 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $4K | — | $4K | 18.98% |
| BENEFIT SERVICE CENTER3 | 9500 TOPANGA CANYON BLVD CHATSWORTH, CA 91311 | TRUSTMARK INSURANCE COMPANY | $2K | — | $2K | 9.49% |
| RON KLEIMAN3 | 4522 RFD LONG GROVE, IL 60047 | TRUSTMARK INSURANCE COMPANY | $1K | — | $1K | 6.16% |
| BENEFITVISION3 | 2690 COMMERCE DRIVE -SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $1K | — | $1K | 4.89% |
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 | 790 | 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) | 790 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 610 | $3.7M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 580 | $317K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 449 | $57K |
| Life insurance(2 contracts, 2 carriers) | UNIMERICA LIFE INSURANCE SERVICES | 790 | $213K |
| Long-term disability | UNIMERICA LIFE INSURANCE SERVICES | 790 | $181K |
| Other(4 contracts, 3 carriers) | UNIMERICA LIFE INSURANCE SERVICES | 790 | $252K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 790 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.