| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | KAISER FOUNDATION HEALTH PLAN INC. | $115K | $1K | $116K | 3.55% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | BLUE CROSS OF CALIFORNIA | $18K | $3K | $21K | 0.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | PRINCIPAL LIFE INSURANCE COMPANY | $44K | — | $44K | 5.88% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | VISION SERVICE PLAN | $3K | — | $3K | 2.24% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $6K | $10K | 8.38% |
| WILLNER-MARCH-WHITTEKER3 Filed as: WILLNER-WHITEKER INSURANCE SERVICE | 1550 W. COLORADO BLVD. PASADENA, CA 91105 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $74 | — | $74 | 0.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | FOUR EVER LIFE INSURANCE CO. | $5K | — | $5K | 8.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | HOLMAN FAMILY COUNSELING, INC. | $3K | — | $3K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | ZURICH AMERICAN INSURANCE COMPANY | $6K | — | $6K | 18.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | FOUR EVER LIFE INSURANCE CO. | $156 | — | $156 | 15.04% |
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 | 1,998 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,005 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,163 | $6.2M |
| Dental(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 1,163 | $3.0M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,228 | $210K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 1,998 | $742K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 1,998 | $742K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 1,998 | $742K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,163 | $6.2M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS OF CALIFORNIA | 1,163 | $2.8M |
| Other(3 contracts, 3 carriers) | HOLMAN FAMILY COUNSELING, INC. | 2,516 | $87K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,516 | — |
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.