| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN INC | $32K | $825 | $33K | 2.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | UNITED HEALTHCARE INSURANCE COMPANY | $39K | — | $39K | 4.61% |
| INTERCARE INSURANCE SOLUTIONS, INC.3 Filed as: INTERCARE INS. SOLUTIONS, INC. | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 0.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | DELTA DENTAL OF CALIFORNIA | $13K | — | $13K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | UNIMERICA LIFE INSURANCE SERVICES | $11K | — | $11K | 9.14% |
| MJ INSURANCE3 Filed as: PATRICK J. FLYNN AND VARIOUS AGENTS | PO BOX 502127 SAN DIEGO, CA 92150 | AFLAC | $3K | $27 | $3K | 6.17% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILL, CA 91344 | AFLAC | $1K | — | $1K | 3.54% |
| JESSICA PLUSKO3 | 1611 MATTHEWS AVENUE VENTURA, CA 93004 | AFLAC | $1K | $1 | $1K | 3.16% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2393 TOWNSGATE ROAD, SUITE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $1K | — | $1K | 3.11% |
| NATISHA BUSH3 | 16161 VENTURA BOUELVARD, SUITE 421 ENCINO, CA 91436 | AFLAC | $742 | $35 | $777 | 1.84% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD, SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $579 | $9 | $588 | 1.39% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $513 | — | $513 | 1.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 40 EAST ALAMAR AVENUE SANTA BARBARA, CA 93105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 16.15% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INS. SVCES., INC. | PO BOX 2158 RIVERSIDE, CA 92516 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $363 | $363 | 1.60% |
| JESSICA PLUSKO3 | 5805 SEPULVEDA BOULEVARD SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $563 | — | $563 | 5.53% |
| RENEE SUZANNE CORSO3 Filed as: RENEE S. CORSO | 5805 SEPULVEDA BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $559 | — | $559 | 5.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | PO BOX 5345 RIVERSIDE, CA 92517 | CONTINENTAL AMERICAN INSURANCE COMPANY | $533 | — | $533 | 5.23% |
| CHRISTOPHER UNDERWOOD3 Filed as: CHRISTOPHER EVANS AND OTHER AGENTS | 5805 SEPULVEDA BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $337 | — | $337 | 3.31% |
| BRIAN G JAEGGI3 Filed as: BRIAN G. JAEGGI | 5805 SUPULVEDA BOULEVARD SUITE 700 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $185 | — | $185 | 1.82% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 28290 | CONTINENTAL AMERICAN INSURANCE COMPANY | $169 | — | $169 | 1.66% |
| RICHARD J KUNZ3 Filed as: RICHARD J. KUNZ | 351 CALIFORNIA STREET, SUITE 450 SAN FRANCISCO, CA 94104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $109 | — | $109 | 1.07% |
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 | 346 | 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) | 346 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 442 | $2.3M |
| Dental | DELTA DENTAL OF CALIFORNIA | 527 | $258K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 442 | $845K |
| Life insurance | UNIMERICA LIFE INSURANCE SERVICES | 346 | $123K |
| Long-term disability | UNIMERICA LIFE INSURANCE SERVICES | 346 | $123K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 442 | $2.3M |
| Other(4 contracts, 4 carriers) | UNIMERICA LIFE INSURANCE SERVICES | 346 | $198K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 527 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.