| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CT 90045 | KAISER FOUNDATION HEALTH PLAN INC. | — | $999 | $999 | 0.16% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | HEALTH NET | — | $648 | $648 | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $3K | $6K | 7.67% |
| WELL-PRO INSURANCE SOLUTIONS INC.3 Filed as: WELL-PRO INS SOLUTIONS INC | 9155 ARCHIBALD AVE, SUITE H RANCHO CUCAMONGA, CA 91730 | AMERICAN HERITAGE LIFE INSURANCE | $5K | — | $5K | 20.91% |
| VAN NOY INS. & FINANCIAL SVCS, INC.3 | 7168 ARCHIBALD AVENUE, SUITE 280 ALTA LOMA, CA 91701 | AMERICAN HERITAGE LIFE INSURANCE | $551 | — | $551 | 2.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | PO BOX 2158 RIVERSIDE, CA 92516 | AMERICAN HERITAGE LIFE INSURANCE | $394 | — | $394 | 1.68% |
| MARIA LOURDES MENDOZA3 Filed as: MARIA L. MENDOZA | 26443 SAND PALM CT. MORENO VALLEY, CA 92555 | AMERICAN HERITAGE LIFE INSURANCE | $231 | — | $231 | 0.99% |
| ROGERS BENEFIT GROUP INC3 Filed as: STEPHEN W. ROGERS | 1207 NW 85TH TERRACE CORAL SPRINGS, FL 33071 | AMERICAN HERITAGE LIFE INSURANCE | $36 | — | $36 | 0.15% |
| SALVADOR SANCHEZ3 | 10231 STANFORD AVENUE SOUTH GATE, CA 90280 | AMERICAN HERITAGE LIFE INSURANCE | $35 | — | $35 | 0.15% |
| ROBERT A. CORLETTE3 | 1015 RIDGELINE ROAD ORANGE, CA 92869 | AMERICAN HERITAGE LIFE INSURANCE | $4 | — | $4 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $629 | $2K | 15.78% |
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 | 132 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 92 | $948K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 101 | $78K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 101 | $78K |
| Life insurance(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE | 27 | $34K |
| Short-term disability | AMERICAN HERITAGE LIFE INSURANCE | 27 | $23K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 92 | $924K |
| Other | AMERICAN HERITAGE LIFE INSURANCE | 27 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 101 | — |
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.