| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MW LTD (LA) | 3510 N CAUSEWAY BLVD STE 300 METAIRIE, LA 700023531 | UNITEDHEALTHCARE INSURANCE COMPANY | $141K | $0 | $141K | 3.26% |
| GCG FINANCIAL LLC3 Filed as: AGM BENEFITS AN ALERA GROUP AGENCY | 8550 UNITED PLAZA BLVD SUITE 210 BATON ROUGE, LA 70809 | COMBINED INSURANCE COMPANY OF AMERICA | $74K | $0 | $74K | 17.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | PO BOX 6650 METAIRIE, LA 70009 | COMBINED INSURANCE COMPANY OF AMERICA | $57K | $0 | $57K | 13.49% |
| CANDY DIETZ3 Filed as: CANDY HERRON | 406 WEAVERS WAY BOSSIER CITY, LA 71111 | COMBINED INSURANCE COMPANY OF AMERICA | $38K | $0 | $38K | 8.88% |
| BENEFITS ALL INSURANCE, LLC3 Filed as: BENEFITS ALL INSURANCE LLC | 8040 HOSBROOK ROAD SUITE 100 CINCINNATI, OH 45236 | COMBINED INSURANCE COMPANY OF AMERICA | $19K | $0 | $19K | 4.39% |
| AGM BENEFITS3 | 8550 UNITED PLAZA BLVD SUITE 210 BATON ROUGE, LA 70809 | COMBINED INSURANCE COMPANY | $39K | $0 | $39K | 27.45% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 55 E JACKSON BLVD FL 14 CHICAGO, IL 606044466 | COMBINED INSURANCE COMPANY | $13K | $0 | $13K | 9.15% |
| CANDY DIETZ3 Filed as: CANDY HERRON | 406 WEAVERS WAY BOSSIER CITY, LA 71111 | COMBINED INSURANCE COMPANY | $11K | $0 | $11K | 7.53% |
| BENEFITS ALL IN LLC3 Filed as: BENEFITS ALL IN | 8040 HOSBROOK ROAD SUITE 100 CINCINNATI, OH 45235 | COMBINED INSURANCE COMPANY | $9K | $0 | $9K | 6.12% |
| BENEFIT COMMUNICATIONS INC3 Filed as: BENEFIT COMMUNICATIONS | — | COMBINED INSURANCE COMPANY | $148 | $0 | $148 | 0.10% |
| LISA WARNER3 | — | COMBINED INSURANCE COMPANY | $79 | $0 | $79 | 0.05% |
| MATTHEW GREER3 | — | COMBINED INSURANCE COMPANY | $66 | $0 | $66 | 0.05% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MW LTD | PO BOX 6650 METAIRIE, LA 70009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $26K | $0 | $26K | 22.91% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MW LTD | PO BOX 6650 METAIRIE, LA 70009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $32K | $0 | $32K | 30.48% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH L | PO BOX 6650 METAIRIE, LA 700096650 | VISION SERVICE PLAN | $850 | $0 | $850 | 1.43% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MW LTD | PO BOX 6650 METAIRIE, LA 70009 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $0 | $3K | 34.75% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,044 | $4.3M |
| Vision | VISION SERVICE PLAN | 1,497 | $59K |
| Life insurance(2 contracts, 2 carriers) | COMBINED INSURANCE COMPANY | 4,907 | $256K |
| Short-term disability | COMBINED INSURANCE COMPANY OF AMERICA | 3,241 | $424K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 511 | $106K |
| Other(4 contracts, 3 carriers) | COMBINED INSURANCE COMPANY OF AMERICA | 4,907 | $690K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,907 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.