| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | CALIFORNIA PHYSICIANS SERVICE | $69 | $146K | $146K | 3.09% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | KAISER FOUNDATION HEALTH PLANS INC. | $66K | $4K | $71K | 1.59% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | KAISER FOUNDATION HEALTH PLANS INC. | $40K | $3K | $43K | 1.71% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $40K | — | $40K | 4.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | EYEMED VISION CARE | $13K | — | $13K | 10.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $2K | $13K | 12.14% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $112 | $3K | 5.40% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $308 | $2K | 3.48% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $77 | $1K | $1K | 1.93% |
| SPRINGBOARD BENEFITS3 | 75 5TH ST. NW, SUITE 2412 ATLANTA, GA 30308 | METROPOLITAN LIFE INSURANCE COMPANY | -$504 | — | -$504 | -0.79% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $86 | $8K | 15.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $243 | $5K | 9.38% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $465 | $872 | $1K | 2.67% |
| SPRINGBOARD BENEFITS3 | 75 5TH ST. NW, SUITE 2412 ATLANTA, GA 30308 | METROPOLITAN LIFE INSURANCE COMPANY | -$775 | — | -$775 | -1.55% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $82 | $4K | 7.88% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $231 | $2K | 4.90% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | METROPOLITAN LIFE INSURANCE COMPANY | $177 | $819 | $996 | 2.14% |
| SPRINGBOARD BENEFITS3 | 75 5TH ST. NW, SUITE 2412 ATLANTA, GA 30308 | METROPOLITAN LIFE INSURANCE COMPANY | -$591 | — | -$591 | -1.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $981 | $3K | 7.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $852 | $4K | 12.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $854 | $191 | $1K | 12.23% |
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 | 1,510 | 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) | 1,510 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | CALIFORNIA PHYSICIANS SERVICE | 553 | $11.7M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,331 | $804K |
| Vision | EYEMED VISION CARE | 1,842 | $120K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,510 | $159K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 284 | $64K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 104 | $32K |
| Prescription drug(3 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 553 | $11.7M |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,510 | $149K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,842 | — |
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.