| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | 3390 UNIVERSITY AVENUE RIVERSIDE, CA 92501 | AETNA LIFE INSURANCE COMPANY | $174K | $12K | $187K | 3.35% |
| TIM ALAN SKAGGS3 | 8941 ATLANTA AVENUE, SUITE 359 HUNTINGTON BEACH, CA 92646 | AETNA LIFE INSURANCE COMPANY | $101K | $0 | $101K | 1.81% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN, INC. | $21K | $0 | $21K | 1.90% |
| TAS INSURANCE SERVICES INC3 Filed as: TAS INSURANCE SERVICES | 8941 ATLANTA AVENUE, SUITE 359 HUNTINGTON BEACH, CA 92646 | KAISER FOUNDATION HEALTH PLAN, INC. | $14K | $0 | $14K | 1.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | PO BOX 4047 CONCORD, CA 94524 | KAISER FOUNDATION HEALTH PLAN, INC. | $9K | $0 | $9K | 0.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | 2560 PROFESSIONAL PARKWAY SANTA MARIA, CA 93455 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $74K | $11K | $85K | 7.54% |
| TAS INSURANCE SERVICES INC3 Filed as: TAS INSURANCE SERVICES | 8941 ATLANTA AVENUE, SUITE 359 HUNTINGTON BEACH, CA 92646 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32K | $7K | $40K | 3.51% |
| NATIONAL INS MARKETING BROKERS3 Filed as: NATIONAL INS MARKETING BROKERS LLC | 2650 MCCORKMICK DRIVE CLEARWATER, FL 33759 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $28K | $0 | $28K | 2.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES | 3390 UNIVERSITY AVENUE RIVERSIDE, CA 92501 | BANNER HEALTH AND AETNA HEALTH | $16K | $0 | $16K | 2.95% |
| TIM ALAN SKAGGS3 | 8941 ATLANTA AVENUE, SUITE 359 HUNTINGTON BEACH, CA 92646 | BANNER HEALTH AND AETNA HEALTH | $11K | $0 | $11K | 1.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | PO BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | $0 | $4K | 1.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | PO BOX 4047 CONCORD, CA 94524 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | $0 | $4K | 1.11% |
| TAS INSURANCE SERVICES INC3 Filed as: TAS INSURANCE SERVICES | 8941 ATLANTA AVENUE, SUITE 359 HUNTINGTON BEACH, CA 92646 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | $0 | $3K | 0.83% |
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 | 1,122 | 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) | 1,122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 719 | $7.6M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,122 | $1.1M |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,122 | $1.1M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,122 | $1.1M |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,122 | $1.1M |
| Prescription drug(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 719 | $7.6M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,122 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,122 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.