| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 4371 LATHM STREET, SUITE 101 RIVERSIDE, CA 92501 | BLUE CROSS OF CALIFORNIA | $153K | $13K | $166K | 2.88% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 3390 UNIVERSITY AVENUE, SUITE 300 RIVERSIDE, CA 92501 | BLUE CROSS OF CALIFORNIA | $72K | $6K | $78K | 1.36% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SERVICES | 40 EAST ALAMAR SANTA BARBARA, CA 93105 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23K | $0 | $23K | 10.46% |
| JACQUELINE VEGA3 | 847 NORTH HOLLWYOOD WAY SUITE 204 BURBANK, CA 91505 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | $0 | $11K | 5.30% |
| MJ INSURANCE3 Filed as: HALTEN MGMT AND VARIOUS AGENTS | 5700 CHICOPEE AVENUE ENCINO, CA 91316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 0.93% |
| YOLANDA JOY RICHMAN3 Filed as: YOLANDA J. RICMAN | 1000 NEVADA AVENUE CHATSWORTH, CA 91311 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 0.68% |
| NOEMI OSUNA3 | 847 NORTH HOLLWOOD WAY SUITE 204 BURBANK, CA 91505 | CONTINENTAL AMERICAN INSURANCE COMPANY | $855 | $0 | $855 | 0.40% |
| LILY YAN3 | 3122 DONA MARTA DRIVE SUTDIO CITY, CA 91604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $774 | $0 | $774 | 0.36% |
| RENEE SUZANNE CORSO3 Filed as: RENEE S. CORSO | 5805 SEPULVED A BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $715 | $0 | $715 | 0.33% |
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 | 1,173 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 40 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 1,173 | $5.8M |
| Dental | BLUE CROSS OF CALIFORNIA | 1,173 | $5.8M |
| Vision | BLUE CROSS OF CALIFORNIA | 1,173 | $5.8M |
| Life insurance | BLUE CROSS OF CALIFORNIA | 1,173 | $5.8M |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 1,173 | $5.8M |
| Other(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,173 | $6.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,173 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.