| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: WALSH DUFFIELD COMPANIES INC | 801 MAIN STREET BUFFALO, NY 142031215 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $174 | $22K | 5.03% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BLDG 2 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 0.89% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: WALSH DUFFIELD COMPANIES INC | 801 MAIN STREET BUFFALO, NY 14203 | DELTA DENTAL OF NEW YORK | $9K | $0 | $9K | 5.00% |
| THE MCCLAIN GROUP LLC | 104 WITHEROW RD SEWICKLEY, PA 15143 | THE PAUL REVERE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 12.32% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: WALSH DUFFIELD COMPANIES INC | 801 MAIN STREET BUFFALO, NY 14203 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 7.97% |
| DONNA TROXELL | 706 WESTWOOD DR GIBSONIA, PA 15044 | THE PAUL REVERE LIFE INSURANCE COMPANY | $61 | $0 | $61 | 0.43% |
| THE FEDELI GROUP | 5005 ROCKSIDE RD INDEPENDENCE, OH 44131 | THE PAUL REVERE LIFE INSURANCE COMPANY | $19 | $0 | $19 | 0.14% |
| STEPHEN JOSEPH JOYCE | 70 SARGENT DR AMHERST, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $6 | $3 | $9 | 0.06% |
| THE MCCLAIN GROUP LLC | 104 WITHEROW RD SEWICKLEY, PA 15143 | THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 18.27% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: WALSH DUFFIELD COMPANIES INC | 801 MAIN STREET BUFFALO, NY 14203 | THE PAUL REVERE LIFE INSURANCE COMPANY | $715 | $0 | $715 | 11.06% |
| DONNA TROXELL | 706 WESTWOOD DR GIBSONIA, PA 15044 | THE PAUL REVERE LIFE INSURANCE COMPANY | $55 | $0 | $55 | 0.85% |
| THE FEDELI GROUP | 5005 ROCKSIDE RD INDEPENDENCE, OH 44131 | THE PAUL REVERE LIFE INSURANCE COMPANY | $53 | $0 | $53 | 0.82% |
| STEVEN JOSEPH JOYCE | 70 SARGENT DR AMHERST, NY 14226 | THE PAUL REVERE LIFE INSURANCE COMPANY | $4 | $2 | $6 | 0.09% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: WALSH DUFFIELD COMPANIES, INC | 801 MAIN STREET BUFFALO, NY 142031215 | FEDERAL INSURANCE COMPANY | — | — | $0 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 | Contract Administrator; Claims processing Service code 12 | — | $16K |
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 | 203 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 33 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 236 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTHNOW NEW YORK, INC. D/B/A BLUECROSS BLUESHIELD OF WNY | 514 | $3.0M |
| Dental | DELTA DENTAL OF NEW YORK | 573 | $182K |
| Vision | VISION SERVICE PLAN | 222 | $53K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 719 | $430K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 719 | $430K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 719 | $430K |
| Prescription drug | HEALTHNOW NEW YORK, INC. D/B/A BLUECROSS BLUESHIELD OF WNY | 514 | $3.0M |
| Other(3 contracts, 3 carriers) | HEALTHNOW NEW YORK, INC. D/B/A BLUECROSS BLUESHIELD OF WNY | 719 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 719 | — |
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.