| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $29K | $29K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | $10K | $26K | 13.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 1125 17TH STREET, STE 900 DENVER, CO 80202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 1.52% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVC INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $9K | $9K | 5.28% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS, INC | PO BOX 844663 DALLAS, TX 752844663 | VISION SERVICE PLAN | $2K | — | $2K | 1.42% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | PO BOX 2158 RIVERSIDE, CA 925162158 | VISION SERVICE PLAN | $1K | — | $1K | 0.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVC INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $6K | $6K | 5.28% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $13K | $13K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $5K | $12K | 13.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 1125 17TH ST STE 900 DENVER, CO 80202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.53% |
| WEB BENEFITS DESIGN CORPORATION5 Filed as: WEB BENEFITS DESIGN CORP | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 7770 JEFFERSON ST NE STE 200 ALBUQUERQUE, NM 87109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $4K | $10K | 13.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | 1125 17TH ST STE 900 DENVER, CO 80202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.63% |
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 | 1,151 | 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) | 1,151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF NEW MEXICO | 1,045 | $6.3M |
| Dental | DELTA DENTAL OF NEW MEXICO | 1,376 | $367K |
| Vision | VISION SERVICE PLAN | 715 | $144K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,151 | $202K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 157 | $192K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,151 | $171K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,151 | $185K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,376 | — |
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.