| 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 | $3K | $34K | 2.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | UNITEDHEALTHCARE INSURANCE COMPANY | $77K | $0 | $77K | 5.37% |
| INTERCARE INSURANCE SOLUTIONS, INC.3 Filed as: INTERCARE INSURANCE SOLUTIONS INC | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $11K | $11K | 0.78% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | DELTA DENTAL OF CALIFORNIA | $16K | $0 | $16K | 5.46% |
| 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 | $15K | $0 | $15K | 10.80% |
| PAUL GALLEGOS3 | 10519 SHOSHONE AVENUE GRANADA HILLS, CA 91344 | AFLAC | $1K | $0 | $1K | 3.90% |
| MJ INSURANCE3 Filed as: CHARLES BOONE AND VARIOUS AGENTS | 1252 GREENFIELD STREET THOUSAND OAKS, CA 91360 | AFLAC | $1K | $25 | $1K | 3.81% |
| ALFRED RIETKERK3 | 3120 NORTHEAST 47TH STREET FT LAUDERDALE, FL 33308 | AFLAC | $457 | $0 | $457 | 1.36% |
| PATRICK J FLYNN3 Filed as: PATRICK FLYNN | PO BOX 502127 SAN DIEGO, CA 92150 | AFLAC | $448 | $0 | $448 | 1.33% |
| CLAUDIA ORTEGA3 | 652 KATHERINE DRIVE MONTEBELLO, CA 90640 | AFLAC | $412 | $0 | $412 | 1.23% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2393 TOWNSGATE ROAD, SUITE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $346 | $0 | $346 | 1.03% |
| JESSICA PLUSKO3 | 1611 MATTHEWS AVENUE VENTURA, CA 93004 | AFLAC | $205 | $52 | $257 | 0.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | PO BOX 5345 RIVERSIDE, CA 92517 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.52% |
| 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 | $0 | $3K | 14.55% |
| RENEE SUZANNE CORSO3 Filed as: RENEE S CORSO | 5805 SEPULVED A BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $330 | $0 | $330 | 3.26% |
| MJ INSURANCE3 Filed as: ADAM H MICHAELS AND VARIOUS AGENTS | 2922 CORDA LANE LOS ANGELES, CA 90049 | CONTINENTAL AMERICAN INSURANCE COMPANY | $179 | $0 | $179 | 1.77% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCES INC | PO BOX 5345 RIVERSIDE, CA 92517 | CONTINENTAL AMERICAN INSURANCE COMPANY | $110 | $0 | $110 | 1.09% |
| RICHARD J KUNZ3 | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $108 | $0 | $108 | 1.07% |
| CHRISTOPHER EVANS3 | 5805 NORTH SEPULVED A BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $89 | $0 | $89 | 0.88% |
| JESSICA PLUSKO3 | 5805 SEPULVED A BOULEVARD SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $84 | $0 | $84 | 0.83% |
| AMY EVANS3 | 14358 MAGNOLIA BOULEVARD APT 103 SHERMAN OAKS, CA 91423 | CONTINENTAL AMERICAN INSURANCE COMPANY | $82 | $0 | $82 | 0.81% |
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 | 391 | 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) | 391 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 289 | $3.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 581 | $290K |
| Vision(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 311 | $1.5M |
| Life insurance | UNIMERICA LIFE INSURANCE SERVICES | 391 | $136K |
| Long-term disability | UNIMERICA LIFE INSURANCE SERVICES | 391 | $136K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 289 | $3.0M |
| Other(4 contracts, 4 carriers) | UNIMERICA LIFE INSURANCE SERVICES | 391 | $201K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 581 | — |
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.