| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94594 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $102K | — | $102K | 2.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 2120 PEWAUKEE RD SUITE 202 WAUKESHA, WI 53188 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $32K | — | $32K | 0.88% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGY | 11220 ASSE LOOP SUITE 104 MANASSAS, VA 20109 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $3K | $3K | 0.09% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN INC. | $23K | — | $23K | 2.22% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SRVCS | PO BOX 255387 SACREMENTO, CA 958655387 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | — | $8K | 0.78% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN INC. | $959 | — | $959 | 1.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SRVS | PO BOX 255387 SACREMENTO, CA 958655387 | KAISER FOUNDATION HEALTH PLAN INC. | $695 | — | $695 | 0.74% |
| INSURANCE APPLICATIONS GROUP3 | 220 NORTH MAIN STREET SUITE 605 GREENVILLE, SC 29601 | BCS INSURANCE COMPANY | $15K | — | $15K | 19.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC | PO BOX 4047 CONCORD, CA 94524 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 14.18% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGENCY OF VA INC | 11220 ASSETT LOOP STE 304 MANASSAS, VA 20109 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 6.21% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SRVS OF CA INC | 2401 E KATELLA AVE SUITE 550 ANAHEIM, CA 92806 | ARAG INSURANCE COMPANY | $763 | — | $763 | 7.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SRVS INC | PO BOX 2158 RIVERSIDE, CA 92516 | ARAG INSURANCE COMPANY | $323 | — | $323 | 2.97% |
| INSURANCE APPLICATIONS GROUP3 | 220 NORTH MAIN STREET SUITE 605 GREENVILLE, SC 29601 | 4 EVER LIFE INSURANCE COMPANY | $678 | — | $678 | 19.95% |
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 | 450 | 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) | 450 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 649 | $4.8M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 649 | $3.7M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 649 | $3.7M |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 649 | $3.7M |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 41 | $21K |
| Long-term disability | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 649 | $3.6M |
| Other(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 649 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 649 | — |
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.