| 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. | $85K | $4K | $89K | 3.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLD. SUITE 100 PASADENA, CA 91107 | BLUE CROSS OF CALIFORNIA | $14K | $3K | $17K | 1.56% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | $15K | $33K | 9.45% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $11K | $11K | 3.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $25K | $15K | $39K | 12.03% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $10K | $10K | 3.12% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $10K | $21K | 9.88% |
| NATIONAL BENEFIT CENTER3 | 23825 COMMERCE PARK SUITE A BEACHWOOD, OH 44122 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 3.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | 3475 E. FOOTHILL BLVD. SUITE 100 PASADENA, CA 91107 | VISION SERVICE PLAN | $3K | — | $3K | 2.48% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON & COMPANY | P.O. BOX 6030 PASADENA, CA 911026030 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $3K | $7K | 6.25% |
| WILLNER-MARCH-WHITTEKER3 Filed as: WILLNER-WHITEKER INSURANCE SERVICE | 1550 W. COLORADO BLVD. PASADENA, CA 91105 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $72 | — | $72 | 0.07% |
| 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 | 1,778 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,793 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,795 | $3.6M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,795 | $1.2M |
| Vision | VISION SERVICE PLAN | 1,062 | $126K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,779 | $326K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,372 | $348K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,444 | $215K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,795 | $3.6M |
| Other(2 contracts, 2 carriers) | ACI SPECIALTY BENEFITS | 2,366 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,366 | — |
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.