| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 4371 LATHAM STREET, SUITE 101 RIVERSIDE, CA 92501 | CALIFORNIA PHYSICIANS SERVICE | $152K | $1K | $153K | 4.90% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS SERVICE | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN, INC. | $53K | $0 | $53K | 3.56% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | UNKNOWN NORTH HOLLYWOOD, CA 91607 | DELTA DENTAL OF CALIFORNIA | $14K | $0 | $14K | 4.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIOANL INS SERVICES | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $4K | $12K | 11.93% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 3.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIOANL INS SERVICES | PO BOX 2158 RIVERSIDE, CA 92516 | VISION SERVICE PLAN | $5K | $0 | $5K | 10.01% |
| KRISTEN NICOLE GLENN3 | 1604 VIA TULIPAN SAN CLEMENTE, CA 92673 | AFLAC | $1K | $0 | $1K | 7.29% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLGHER BNFT SVCS INC &OTHER AGENT | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | AFLAC | $265 | $0 | $265 | 1.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 5405 MOREHOUSE DRIVE SAN DIEGO, CA 92121 | AFLAC | $205 | $0 | $205 | 1.31% |
| MIRIAM F HUNGERFORD3 | 33622 HOLTZ HILL ROAD DANA POINT, CA 92629 | AFLAC | $141 | $0 | $141 | 0.90% |
| STEPHANIE A REYNOSO3 | 21 CERVANTES NEWPORT BEACH, CA 92660 | AFLAC | $118 | $0 | $118 | 0.75% |
| DENISE M. AVILA WALKER3 Filed as: DENISE MARIE AVILA WALKER | 2605 ADELITA DRIVE HACIENDA HEIGHTS, CA 91745 | AFLAC | $88 | $0 | $88 | 0.56% |
| PEGGY K SALMON3 | 2203 AVENIDA OLIVA SAN CLEMENTE, CA 92673 | AFLAC | $67 | $0 | $67 | 0.43% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | PO BOX 2158 RIVERSIDE, CA 92516 | ARAG INSURANCE COMPANY | $227 | $0 | $227 | 10.00% |
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 | 278 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 282 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 301 | $4.6M |
| Dental | DELTA DENTAL OF CALIFORNIA | 428 | $297K |
| Vision | VISION SERVICE PLAN | 265 | $46K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 278 | $99K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 278 | $99K |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 301 | $4.6M |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 278 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 428 | — |
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.