| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | AETNA LIFE INSURANCE COMPANY | $231K | $69K | $300K | 2.38% |
| TBS AGENCY INC3 | 1776 PLEASANT PLAIN ROAD FAIRFIELD, IA 52556 | METROPOLITAN LIFE INSURANCE COMPANY | $55K | — | $55K | 4.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | AETNA HEALTH INC | $7K | — | $7K | 2.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $20K | $20K | 8.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $14K | $14K | 8.85% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | VISION SERVICE PLAN | $3K | — | $3K | 2.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS INC. | 4695 MACARTHUR COURT, SUITE 600 NEWPORT BEACH, CA 92660 | METLIFE LEGAL PLANS | $6K | $583 | $6K | 11.02% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: WACHOVIA INSURANCE SERVICES, INC. | 227 W TRADE STREET, STE 1500 A CHARLOTTE, NC 28202 | METLIFE LEGAL PLANS | — | $89 | $89 | 0.15% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62889 VIRGINA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $555 | $3K | 8.30% |
| PLANSOURCE BENEFIT ADMINISTRATION3 | 101 S GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | — | $135 | $135 | 0.37% |
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 | 554 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 564 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,462 | $12.9M |
| Dental | AETNA LIFE INSURANCE COMPANY | 1,462 | $12.6M |
| Vision | VISION SERVICE PLAN | 562 | $110K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 571 | $1.3M |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 613 | $154K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 613 | $230K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,462 | $12.9M |
| Other(3 contracts, 3 carriers) | METLIFE LEGAL PLANS | 786 | $123K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,462 | — |
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.