| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC. | 353 NORTH CLARK STREET, SUITE 1100 CHICAGO, IL 60654 | UNITEDHEALTHCARE INSURANCE COMPANY | $44K | $0 | $44K | 2.15% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SCVES., INC. | 2000 SOUTH COLORADO BOULEVARD TOWER 2, SUITE 150 DENVER, CO 80222 | UNITEDHEALTHCARE INSURANCE COMPANY | $7K | $0 | $7K | 0.34% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC. | 353 NORTH CLARK STREET CHICAGO, IL 60654 | DELTA DENTAL OF COLORADO | $5K | $0 | $5K | 3.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2000 SOUTH COLORADO BOULEVARD TOWER 2, SUITE 150 DENVER, CO 80222 | DELTA DENTAL OF COLORADO | $2K | $0 | $2K | 1.37% |
| ALLIANT INSURANCE SERVICES, INC.3 | 6400 SOUTH FIDDLERS GREEN CIRCLE SUITE 2000 GREENWOOD VILLAGE, CO 80111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | $0 | $13K | 12.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2000 SOUTH COLORADO BOULEVARD TOWER 2, SUITE 150 DENVER, CO 80222 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 55 EAST JACKSON, 12TH FLOOR CHICAGO, IL 60604 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.12% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC. | 353 NORTH CLARK STREET, SUITE 1100 CHICAGO, IL 60654 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $411 | $0 | $411 | 0.42% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2000 SOUTH COLORADO BOULEVARD TOWER 2, SUITE 150 DENVER, CO 80222 | CONTINENTAL AMERICAN INSUANCE COMPANY | $11K | $0 | $11K | 26.00% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC. | 353 NORTH CLARK STREET CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSUANCE COMPANY | $450 | $0 | $450 | 1.10% |
| REGINA K SANTANGELO3 Filed as: REGINA K. SANTANGELO | 6892 SOUTH WEBSTER WAY LITTLETON, CO 80128 | CONTINENTAL AMERICAN INSUANCE COMPANY | $29 | $0 | $29 | 0.07% |
| JONATHAN SAMUEL KIRKLAND3 Filed as: JONATHAN S. KIRKLAND | 4245 MILGEN ROAD COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSUANCE COMPANY | $12 | $0 | $12 | 0.03% |
| MJ INSURANCE3 Filed as: TINA R WAY AND VARIOUS AGENTS | 155 INVERNESS DRIVE WEST, SUITE 300 ENGLEWOOD, CO 80122 | CONTINENTAL AMERICAN INSUANCE COMPANY | $10 | $0 | $10 | 0.02% |
| TIMOTHY B ASBY3 Filed as: TIMOTHY B. ASBY | 9247 NORTH MERIDIAN STREET SUITE 205 INDIANAPOLIS, IN 46260 | CONTINENTAL AMERICAN INSUANCE COMPANY | $8 | $0 | $8 | 0.02% |
| JENNIFER L FOSS3 Filed as: JENNIFER L. FOSS | 3807 TRANQUILITY TRAIL CASTLE ROCK, CO 80109 | CONTINENTAL AMERICAN INSUANCE COMPANY | $7 | $0 | $7 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 3390 UNIVERSITY AVENUE, SUITE 300 RIVERSIDE, CA 92501 | TRUSTMARK INSURANCE COMPANY | $3K | $0 | $3K | 11.58% |
| MESIROW INSURANCE SERVICES INC3 Filed as: MESIROW INSURANCE SERVICES, INC. | 353 NORTH CLARK STREET, SUITE 1100 CHICAGO, IL 60654 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | $0 | $2K | 7.48% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 1125 17TH STREET DENVER, CO 80202 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $1K | $0 | $1K | 5.74% |
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 | 296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 297 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 420 | $2.0M |
| Dental | DELTA DENTAL OF COLORADO | 436 | $140K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 368 | $21K |
| Life insurance(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 296 | $123K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 296 | $99K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 296 | $99K |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 420 | $2.0M |
| Other(3 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 333 | $164K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 436 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.