| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC | 3221 COLLINSWORTH ST FORT WORTH, TX 76107 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC- | DBA IPS ADVISORS 421 W 3RD ST, STE 800 FORT WORTH, TX 76102 | KAISER FOUNDATION HEALTH PLAN, INC | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 10000 NORTH CENTRAL EXPY, STE 1200 DALLAS, TX 75231 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC | 421 W 3RD ST, STE 800 FORT WORTH, TX 76102 | KAISER FOUNDATION HEALTH PLAN INC | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 3221 COLLINSWORTH ST FORTH WORTH, TX 76107 | AMERITAS LIFE INSURANCE COMPANY | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 40 E ALAMAR AVE SANTA BARBARA, CA 93105 | AMERITAS LIFE INSURANCE COMPANY | — | — | $0 | — |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS, INC | 3221 COLLINSWORTH ST FORT WORTH, TX 76107 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | $0 | — |
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 | 633 | 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) | 633 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC | 0 | $0 |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 0 | $0 |
| Vision | AMERITAS LIFE INSURANCE COMPANY | 0 | $0 |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 0 | $0 |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
No prospect flags tripped on this filing.