| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INT'L MIDWEST LIMITED DBA HUB I | PO BOX 6650 METAIRIE, LA 70009 | UNITED HEALTHCARE INSURANCE COMPANY | $436K | — | $436K | 9.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $146K | — | $146K | 4.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $6K | $6K | 0.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $137K | — | $137K | 5.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $13K | $13K | 0.50% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 NORTH HAYDEN ROAD SUITE 405 SCOTTSDALE, AZ 85255 | HCC LIFE INSURANCE COMPANY | $58K | — | $58K | 5.00% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $118K | — | $118K | 10.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRE, LA 70002 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $60K | $3K | $64K | 5.60% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $43K | — | $43K | 3.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LTD | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27K | — | $27K | 2.35% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $26K | — | $26K | 2.26% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM INSURANCE COMPANY | $163K | — | $163K | 14.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH L | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | UNUM INSURANCE COMPANY | $70K | $9K | $79K | 7.18% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM INSURANCE COMPANY | $25K | — | $25K | 2.24% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM INSURANCE COMPANY | $130K | — | $130K | 14.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH L | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | UNUM INSURANCE COMPANY | $56K | $7K | $63K | 7.16% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM INSURANCE COMPANY | $21K | — | $21K | 2.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INT'L MIDWEST LIMITED DBA HUB I | PO BOX 6650 METAIRIE, LA 70009 | UNITED HEALTHCARE INSURANCE COMPANY | $60K | — | $60K | 10.00% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM INSURANCE COMPANY | $78K | — | $78K | 14.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH L | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | UNUM INSURANCE COMPANY | $34K | $4K | $38K | 7.17% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM INSURANCE COMPANY | $11K | — | $11K | 2.09% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 6.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 0.95% |
| HODGES-MACE BENEFITS GRP INC3 | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $34 | $3K | 5.10% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $15 | $1K | 2.44% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LTD | 3510 NORTH CAUSEWAY BOULEVARD SUITE 300 METAIRIE, LA 70002 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $438 | — | $438 | 0.87% |
| THE ORIENTATION COMPANY, INC.3 | 5 COWBOYS WAY SUITE I FRISCO, TX 75034 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $396 | — | $396 | 0.79% |
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 | 15,379 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 38 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,417 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 8,126 | $4.8M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 7,014 | $598K |
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,094 | $3.6M |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 213 | $147K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 9,042 | $3.1M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 8,174 | $1.2M |
| Other(7 contracts, 5 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 15,364 | $6.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,364 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.