| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2000 SOUTH COLORADO BOULEVARD TOWER 2 SUITE 150 DENVER, CO 80222 | UNITEDHEALTHCARE INSURANCE COMPANY | $71K | — | $71K | 3.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2000 SOUTH COLORADO BOULEVARD TOWER 2 SUITE 150 DENVER, CO 80222 | DELTA DENTAL OF COLORADO | $7K | — | $7K | 4.94% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 1125 17TH STREET SUITE 900 DENVER, CO 80202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 15.89% |
| REGINA K SANTANGELO3 | 6892 SOUTH WEBSTER WAY LITTLETON, CO 80128 | CONTINENTAL AMERICAN INSURANCE COMPANY | $189 | — | $189 | 0.40% |
| JONATHAN SAMUEL KIRKLAND3 Filed as: JONATHAN S KIRKLAND | 4245 MILGEN ROAD COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | — | $158 | 0.34% |
| JENNIFER L FOSS3 | 3807 TRANQUILITY TRAIL CASTLE ROCK, CO 801093546 | CONTINENTAL AMERICAN INSURANCE COMPANY | $120 | — | $120 | 0.26% |
| TIMOTHY B ASBY3 | 9247 MERIDIAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | 0.11% |
| JOSE DE LOS SANTOS III3 | 155 INVERENSS DRIVE WEST SUITE 300 ENGLEWOOD, CO 80112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.07% |
| TINA WAY3 Filed as: TINA R WAY | 155 INVERNESS DRIVE WEST SUITE 300 ENGLEWOOD, CO 80122 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.07% |
| KIEFER GROUP INSURANCE AGENCY LLC3 | 12002 SOUTH MILONA DRIVE DRAPER, UT 84020 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2000 SOUTH COLORADO BOULEVARD TOWER 2 SUITE 150 DENVER, CO 80222 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $910 | $8K | 17.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2000 SOUTH COLORADO BOULEVARD TOWER 2 SUITE 150 DENVER, CO 80222 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $672 | $6K | 17.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2000 SOUTH COLORADO BOULEVARD TOWER 2 SUITE 150 DENVER, CO 80222 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $524 | $5K | 16.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INC. | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $3K | — | $3K | 10.66% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 1125 17TH STREET DENVER, CO 80202 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 9.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 2000 SOUTH COLORADO BOULEVARD TOWER 2 SUITE 150 DENVER, CO 80222 | NEW BENEFITS | $4K | — | $4K | 20.88% |
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 | 258 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 393 | $2.0M |
| Dental | DELTA DENTAL OF COLORADO | 406 | $146K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 345 | $21K |
| Life insurance(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 258 | $52K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 258 | $33K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 258 | $45K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 393 | $2.0M |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 306 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 406 | — |
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.