| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 85016 | PRESBYTERIAN INSURANCE COMPANY INC | $20K | — | $20K | 1.85% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCES | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 85016 | DELTA DENTAL OF NEW MEXICO | $7K | — | $7K | 5.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCES | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 85016 | THE LINCOLN LIFE INSURANCE COMPANY | $17K | — | $17K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCES | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 85016 | THE LINCOLN LIFE INSURANCE COMPANY | $3K | — | $3K | 4.52% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCES | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 87193 | THE LINCOLN LIFE INSURANCE COMPANY | $7K | — | $7K | 20.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCES | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 85016 | THE LINCOLN LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCES | 2375 E CAMELBACK RD SUITE 250 PHOENIX, AZ 85016 | THE LINCOLN LIFE INSURANCE COMPANY | $392 | — | $392 | 19.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA DENTAL OF NEW MEXICO EIN 85-0224562 CONTRACT ADMIN | Claims processing Service code 12 | — | $7K |
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 | 126 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PRESBYTERIAN INSURANCE COMPANY INC | 266 | $1.1M |
| Dental | DELTA DENTAL OF NEW MEXICO | 250 | $139K |
| Life insurance(3 contracts) | THE LINCOLN LIFE INSURANCE COMPANY | 69 | $105K |
| Long-term disability | THE LINCOLN LIFE INSURANCE COMPANY | 126 | $116K |
| Other(3 contracts) | THE LINCOLN LIFE INSURANCE COMPANY | 62 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 266 | — |
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.