| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 3390 UNIVERSITY AVENUE, SUITE 300 RIVERSIDE, CA 92501 | KAISER FOUNDATION HEALTH PLAN, INC | $17K | $0 | $17K | 3.93% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | PO BOX 2158 RIVERSIDE, CA 92516 | SUTTER HEALTH PLAN | $13K | $0 | $13K | 5.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CA INS SERVICES INC | 2300 CONTRA COSTA BOULEVARD PLEASANT HILL, CA 94523 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 6.67% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNTAIONAL INS SERVICES | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 2.15% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $589 | $0 | $589 | 1.18% |
| THE AGURS GROUP INC.4 Filed as: HE AGURS GROUP INC | 5721 FRENCH LACE STREET NORTH LAS VEGAS, NV 89081 | PRE-PAID LEGAL SERVICES | $735 | $0 | $735 | 14.02% |
| HUB INTERNATIONAL MIDWEST LIMITED4 Filed as: HUB INTERNATIONAL INSURANCE | 600 CORPORATE POINTEE, FLOOR 4 CULVER CITY, CA 90230 | PRE-PAID LEGAL SERVICES | $139 | $0 | $139 | 2.65% |
| BALTOR INSURANCE SERVICES3 | 533 AIRPORT BOULEVARD, SUITE 400 BURLINGAME, CA 94010 | AFLAC | $364 | $25 | $389 | 8.03% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INS SERVICES INC | 456 MONTGOMERY STREET, SUITE 1600 SAN FRANCISCO, CA 94104 | AFLAC | $288 | $0 | $288 | 5.95% |
| JASON DODDS3 | 1000 GRANDS AVENUE, APARTMENT 6 SOUTH SAN FRANCISCO, CA 94080 | AFLAC | $282 | $0 | $282 | 5.82% |
| GARY K. ANDERSON3 Filed as: GARY K ANDERSON AND OTHER AGENTS | 72 MONTE VISTA ROAD FAIRFAX, CA 94930 | AFLAC | $108 | $36 | $144 | 2.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: MATTHEW DOMINIC BROWN | 490 43RD, SUITE 1009 OAKLAND, CA 94609 | AFLAC | $112 | $0 | $112 | 2.31% |
| GEOGIANNA STOUT3 | 150 HARBOUR DRIVE, UNIT 184 SAUSALITO, CA 94966 | AFLAC | $54 | $0 | $54 | 1.11% |
| MARC LAMPELL3 | 448 IGNACIO BOULEVARD, SUITE 470 NOVATO, CA 94949 | AFLAC | $42 | $0 | $42 | 0.87% |
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 | 126 | 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) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 58 | $699K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 116 | $50K |
| Short-term disability | AFLAC | 8 | $5K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 116 | $50K |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 116 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 116 | — |
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.