| 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 | $31K | $2K | $33K | 2.13% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | UNITEDHEALTHCARE INSURANCE COMPANY | $58K | — | $58K | 4.95% |
| INTERCARE INSURANCE SOLUTIONS, INC.3 | 5375 MIRA SORRENTO PLACE, SUITE 400 SAN DIEGO, CA 92121 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 0.47% |
| 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 | $14K | — | $14K | 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 | $13K | — | $13K | 9.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | PO BOX 5345 RIVERSIDE, CA 92517 | VISION SERVICE PLAN | $1K | — | $1K | 4.62% |
| MJ INSURANCE3 Filed as: CHARLES S. BOONE AND VARIOUS AGENTS | 4327 KIMBERWICK LANE MOORPARK, CA 93021 | AFLAC | $1K | — | $1K | 4.45% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILL, CA 91344 | AFLAC | $1K | — | $1K | 3.74% |
| JESSICA PLUSKO3 | 1611 MATTHEWS AVENUE VENTURA, CA 93004 | AFLAC | $765 | — | $765 | 2.59% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2393 TOWNSGATE ROAD, SUITE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $497 | — | $497 | 1.68% |
| ALFRED RIETKERK3 | 3120 NE 47TH STREET FORT LAUDERDALE, FL 33308 | AFLAC | $384 | — | $384 | 1.30% |
| PATRICK J FLYNN3 Filed as: PATRICK J. FLYNN | PO BOX 502127 SAN DIEGO, CA 92150 | AFLAC | $376 | — | $376 | 1.27% |
| CLAUDIA ORTEGA3 | 652 KATHERINE DRIVE MONTEBELLO, CA 90640 | AFLAC | $353 | — | $353 | 1.19% |
| 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 | $3K | — | $3K | 15.26% |
| RENEE SUZANNE CORSO3 Filed as: RENEE S. CORSO | 5805 SEPULVEDA BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $559 | — | $559 | 5.10% |
| MJ INSURANCE3 Filed as: AMY EVANS AND VARIOUS AGENTS | 14358 MAGNOLIA BOULEVARD APARTMENT 103 SHERMAN OAKS, CA 91423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $367 | — | $367 | 3.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | PO BOX 5345 RIVERSIDE, CA 92517 | CONTINENTAL AMERICAN INSURANCE COMPANY | $247 | — | $247 | 2.25% |
| JESSICA PLUSKO3 | 5805 SUPULVEDA BOULEVARD SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $233 | — | $233 | 2.12% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | CONTINENTAL AMERICAN INSURANCE COMPANY | $173 | — | $173 | 1.58% |
| RICHARD J KUNZ3 Filed as: RICHARD J. KUNZ | 351 CALIFORNIA STREET, SUITE 450 SAN FRANCISCO, CA 94104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $114 | — | $114 | 1.04% |
| CHRISTOPHER EVANS3 | 5805 SEPULVEDA BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $97 | — | $97 | 0.88% |
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 | 358 | 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) | 358 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 323 | $2.7M |
| Dental | DELTA DENTAL OF CALIFORNIA | 515 | $288K |
| Vision(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 281 | $1.2M |
| Life insurance | UNIMERICA LIFE INSURANCE SERVICES | 358 | $128K |
| Long-term disability | UNIMERICA LIFE INSURANCE SERVICES | 358 | $128K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 323 | $2.7M |
| Other(4 contracts, 4 carriers) | UNIMERICA LIFE INSURANCE SERVICES | 358 | $190K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 515 | — |
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.