| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVS INC | 3635 RIVERSIDE PLAZA DR BLDG M3 RIVERSIDE, CA 92506 | UNITEDHEALTHCARE INSURANCE COMPANY | $71K | — | $71K | 6.34% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $36K | — | $36K | 3.22% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14 FLOOR A CHICAGO, IL 60604 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $10K | $2K | $12K | 9.40% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | — | $2K | 1.62% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14 FLOOR A CHICAGO, IL 60604 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $10K | $3K | $12K | 9.62% |
| THE PLEXUS GROUPE LLC3 | 21805 W FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | — | $2K | 1.61% |
| RON KLEIMAN3 | 4322 RFD LONG GROVE, IL 60047 | TRUSTMARK INSURANCE COMPANY | $5K | — | $5K | 5.28% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $4K | — | $4K | 4.42% |
| BENEFIT SERVICE CENTER3 | 9500 TOPANGA CANYON BLVD CHATSWORTH, CA 91311 | TRUSTMARK INSURANCE COMPANY | $2K | — | $2K | 2.22% |
| BENEFITVISION3 | 2690 COMMERCE DRIVE SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $160 | — | $160 | 0.16% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14 FLOOR A CHICAGO, IL 60604 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $7K | $2K | $9K | 9.63% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $1K | — | $1K | 1.69% |
| RON KLEIMAN3 | 4322 RFD LONG GROVE, IL 60047 | TRUSTMARK INSURANCE COMPANY | $7K | — | $7K | 8.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $5K | — | $5K | 6.38% |
| BENEFIT SERVICE CENTER3 | 9500 TOPANGA CANYON BLVD CHATSWORTH, CA 91311 | TRUSTMARK INSURANCE COMPANY | $3K | — | $3K | 3.19% |
| BENEFITVISION3 | 2690 COMMERCE DRIVE SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $272 | — | $272 | 0.33% |
| RON KLEIMAN3 | 4322 RFD LONG GROVE, IL 60047 | TRUSTMARK INSURANCE COMPANY | $4K | — | $4K | 8.90% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $3K | — | $3K | 6.73% |
| BENEFIT SERVICE CENTER3 | 9500 TOPANGA CANYON BLVD CHATSWORTH, CA 91311 | TRUSTMARK INSURANCE COMPANY | $2K | — | $2K | 3.37% |
| BENEFITVISION3 | 2690 COMMERCE DRIVE SUITE 200 HARRISBURG, PA 17110 | TRUSTMARK INSURANCE COMPANY | $264 | — | $264 | 0.55% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14TH FLOOR A CHICAGO, IL 60604 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | $140 | $2K | 7.69% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $560 | — | $560 | 1.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 30601 AGOURA RD SUITE 200 AGOURA HILLS, CA 91301 | UNITED BEHAVIORAL HEALTH | $3K | — | $3K | 11.03% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC EIN 41-1289245 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $832K |
| HUB INTERNATIONAL INSURANCE SVCS EIN 33-0315047 BROKER | Other commissions Service code 55 | — | $0 |
| INTERCARE INSURANCE SOLUTIONS INC BROKER | Other commissions Service code 55 | 4371 LATHAM ST #101 RIVERSIDE, CA 92501 | $0 |
| THE PLEXUS GROUPE LLC EIN 36-4116295 BROKER | Other commissions Service code 55 | — | $0 |
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 | 886 | 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) | 886 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 1,501 | $1.1M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 1,501 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 1,229 | $210K |
| Short-term disability(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 394 | $229K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 182 | $88K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 1,501 | $1.1M |
| Other(4 contracts, 3 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 1,232 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,501 | — |
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.