| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 4371 LATHAM STREET, SUITE 101 RIVERSIDE, CA 92501 | CALIFORNIA PHYSICIANS' SERVICE | $0 | $69K | $69K | 5.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 600 CORPORATE POINTE, SUITE 600 CULVER CITY, CA 90230 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 5.18% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL LIMITED | 300 NORTH LASALLE DRIVE, 17TH FLOOR CHICAGO, IL 60654 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 2.70% |
| ACEVES INSURANCE SERVICES INC.3 Filed as: ACEVES INSURANCE SERVICES INC | 9959 BROOKSHIRE AVENUE DOWNEY, CA 90240 | AFLAC | $8K | $591 | $9K | 7.15% |
| MJ INSURANCE3 Filed as: H. HOWARD THOMSON & VARIOUS AGENTS | 65 PINE AVENUE, SUITE 102 LONG BEACH, CA 90802 | AFLAC | $5K | $0 | $5K | 3.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6701 CENTER DRIVE WEST, SUITE 1500 LOS ANGELES, CA 90045 | AFLAC | $2K | $0 | $2K | 1.77% |
| THOMPSON & ASSOCIATES INSURANCE INC3 Filed as: THOMPSON & ASSOCIATES INS. INC | 2743 SOUTH SANDPIPER AVENUE ONTARIO, CA 91761 | AFLAC | $2K | $118 | $2K | 1.31% |
| ANDRES ORLANDO TRUJILLO3 | 205 SOUTH BROADWAY, SUITE 208 LOS ANGELES, CA 90012 | AFLAC | $966 | $0 | $966 | 0.77% |
| JONATHAN ALI HAJIMOMEN3 | 1561 EAST ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $799 | $118 | $917 | 0.73% |
| SHEM J BOSTICK3 Filed as: SHEM J. BOSTICK | 1620 SOUTH DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $590 | $0 | $590 | 0.47% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | PO BOX 5345 RIVERSIDE, CA 92517 | VISION SERVICE PLAN | $784 | $0 | $784 | 5.56% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | PO BOX 2158 RIVERSIDE, CA 92516 | CALIFORNIA DENTAL NETWORK, INC. | $249 | $0 | $249 | 10.00% |
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 | 155 | 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) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CALIFORNIA PHYSICIANS' SERVICE | 168 | $1.3M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 244 | $142K |
| Vision | VISION SERVICE PLAN | 103 | $14K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 244 | $139K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 168 | $1.3M |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 244 | $265K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 244 | — |
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.