| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 6565 AMERICAS PKWY NE STE 720 ALBUQUERQUE, NM 87110 | BLUE CROSS BLUE SHIELD OF NEW MEXICO | $121K | $1K | $122K | 5.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | 6565 AMERICAS PKWY NE STE 720 ALBUQUERQUE, NM 87110 | PRESBYTERIAN HEALTH PLAN INC. | $69K | — | $69K | 4.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 6565 AMERICAS PKWY NE SUITE 720 ALBUQUERQUE, NM 87110 | PRESBYTERIAN INSURANCE INC. | $31K | — | $31K | 4.15% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 580 N BANK LN LAKE FOREST, IL 60045 | DELTA DENTAL OF NEW MEXICO, INC. | $10K | — | $10K | 3.44% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 6565 AMERICAS PKWY NE SUITE 720 ALBUQUERQUE, NM 87110 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 3.94% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 111 S TEJON ST STE 113 COLORADO SPRINGS, CO 80903 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $8K | $8K | 3.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | PO BOX 2158 RIVERSIDE, CA 925162158 | VISION SERVICE PLAN | $2K | — | $2K | 2.94% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 6565 AMERICAS PKWY NE SUITE 720 ALBUQUERQUE, NM 87110 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $2K | $10K | 20.00% |
| VERNON P HERRERA3 | 120 VALLE SERENO SANTA FE, NM 87506 | AFLAC | $1K | — | $1K | 4.63% |
| AYLC J MONTOYA3 | 6565 AMERICAS PKWY NE STE 115 ALBUQUERQUE, NM 87110 | AFLAC | $890 | $13 | $903 | 3.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 7770 JEFFERSON ST NE, STE 100 ALBUQUERQUE, NM 87109 | AFLAC | $776 | — | $776 | 3.24% |
| MARGARET JACOBS3 Filed as: MARGARET A JACOBS | 4209 PONDEROSA AVE NE ALBUQUERQUE, NM 87110 | AFLAC | $498 | — | $498 | 2.08% |
| JUDE M MONTOYA3 | 6565 AMERICAS PKWY NE STE 115 ALBUQUERQUE, NM 87110 | AFLAC | $378 | $3 | $381 | 1.59% |
| LARRY J ALLBRITTON3 Filed as: LARRY L VAUGHN | 7 S DRAGONWOOD PL THE WOODLANDS, TX 77381 | AFLAC | $160 | — | $160 | 0.67% |
| KEVIN LORENZEN3 | 109 DIAMOND TAIL RD PLACITAS, NM 87043 | AFLAC | $120 | — | $120 | 0.50% |
| JANET VAUGH3 | 7 S DRAGONWOOD PL THE WOODLANDS, TX 77381 | AFLAC | $102 | — | $102 | 0.43% |
| VERNON P HERRERA3 | PO BOX 310 SANTA FE, NM 87504 | AFLAC | $83 | — | $83 | 0.35% |
| KATHRYN L KITE LLC3 | 2901 ARNO ST NE ALBUQUERQUE, NM 87107 | AFLAC | $64 | — | $64 | 0.27% |
| PHILLIP RAY MIRANDA3 | 6116 SWEETWATER DR NW ALBUQUERQUE, NM 87120 | AFLAC | $61 | — | $61 | 0.25% |
| ANTHONY P. GARCIA3 Filed as: ANTHONY P GARCIA | 9200 MONTGOMERY BLVD NE STE B ALBUQUERQUE, NM 87111 | AFLAC | $56 | — | $56 | 0.23% |
| BRIAN MCKELLAR3 | 1342 TRAPPERS RDG AMMON, ID 83401 | AFLAC | $55 | — | $55 | 0.23% |
| PHILLIP RAY MIRANDA3 | 23 ACROPOLIS AISLE IRVINE, CA 92614 | AFLAC | $46 | — | $46 | 0.19% |
| HENRY E TOLBERT SR3 | 300 N WATER ST, APT 31 MOBILE, AL 36602 | AFLAC | $40 | — | $40 | 0.17% |
| ALMA IKIC3 | 3825 NORTH POLE LOOP NE RIO RANCHO, NM 87144 | AFLAC | $36 | — | $36 | 0.15% |
| AMBER LARRAINE PALIC3 | 7520 LAS BRISAS TRL FARMINGTON, NM 87402 | AFLAC | $23 | — | $23 | 0.10% |
| LAWRENCE L CASTILLO3 | 3308 EL MALECON RD NW ALBUQUERQUE, NM 87120 | AFLAC | $23 | — | $23 | 0.10% |
| KERRY LEWIS3 | 1345 HIGH MESA RD ALTO, NM 88312 | AFLAC | $18 | — | $18 | 0.08% |
| LEAVITT GROUP3 Filed as: KYSAR MILLENNIUM LEAVITT INSURANCE | 72 SUTTLE ST, UNIT L DURANGO, CO 81303 | AFLAC | $18 | — | $18 | 0.08% |
| ERIC J LEGER3 | 623 E 17TH 1/2 ST HOUSTON, TX 77007 | AFLAC | $12 | — | $12 | 0.05% |
| JOSH MURILLO3 | 5959 GATEWAY BLVD W, STE 620 EL PASO, TX 79925 | AFLAC | $12 | — | $12 | 0.05% |
| ASPEN R LLC3 Filed as: ASPEN R MADRID | 261 MONARCH CREST TRL DURANGO, CA 81301 | AFLAC | $10 | — | $10 | 0.04% |
| RAMOS & CO FINANCIAL SERVICES LLC3 | 7603 WILDCAT PASS AUSTIN, TX 78757 | AFLAC | $9 | — | $9 | 0.04% |
| AMY M BUCHANAN3 | 1584 RIDGE RD DURANGO, CO 81303 | AFLAC | $7 | — | $7 | 0.03% |
| MICHAEL C WALKER3 Filed as: MICHAEL L ALLEY | 2189 SE 12TH AVE CANBY, OR 97013 | AFLAC | $7 | — | $7 | 0.03% |
| ED ELLISON3 | 1776 BLACK RIVER DR NE RIO RANCHO, NM 87144 | AFLAC | $3 | — | $3 | 0.01% |
| LISA A ALMANZA3 | 4171 N MESA ST STE A102 EL PASO, TX 79902 | AFLAC | $3 | — | $3 | 0.01% |
| DAVID B MOSKOWITZ3 | 9191 N 117TH WAY SCOTTSDALE, AZ 85259 | AFLAC | $3 | — | $3 | 0.01% |
| JEREMY CONGO3 | 20315 PALOMAR POINTE DR CYPRESS, TX 77433 | AFLAC | $2 | — | $2 | 0.01% |
| TODD E SHENBERGER3 | PO BOX 20412 ALBUQUERQUE, NM 87154 | AFLAC | $1 | — | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SVCS | PO BOX 2158 RIVERSIDE, CA 925162158 | KAISER FOUNDATION HEALTH PLAN INC. | $556 | — | $556 | 2.49% |
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 | 492 | 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) | 492 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE CROSS BLUE SHIELD OF NEW MEXICO | 275 | $4.8M |
| Dental | DELTA DENTAL OF NEW MEXICO, INC. | 886 | $304K |
| Vision | VISION SERVICE PLAN | 502 | $70K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 492 | $279K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 492 | $231K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 492 | $303K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 886 | — |
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.