| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL SERVICES | 4321 LATHAM STREET SIOTE 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $850K | $6K | $856K | 6.92% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL SERVICES | — | ANTHEM BLUE CROSS | — | — | $0 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNTIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | KAISER FOUNDATION HEALTH PLAN | $501K | $3K | $504K | 9.52% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET RIVERSIDE CA, CA 92501 | KAISER FOUNDATION HEALTH PLAN | $283K | $3K | $286K | 6.05% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | BLUE CROSS OF CALIFORNIA | $330K | $141 | $330K | 7.97% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | KAISER PERMANENTE HEALTHPLAN | $166K | $2K | $168K | 5.04% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS OF CALIFORNIA | $119K | $1K | $120K | 5.91% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM ST SUITE 101 RIVERSIDE, CA 90770 | UNITED HEALTHCARE INSURANCE COMPANY | -$24 | $101K | $101K | 5.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ARIZONA | 16220 N SCOTTSDALE ROAD SUITE 600 SCOTTSDALE, CA 83450 | UNITED HEALTHCARE INSURANCE COMPANY | — | — | $0 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 5345 RIVERSIDE, CA 92517 | METROPOLITAN LIFE INSURANCE COMPANY | $165K | $28K | $193K | 11.42% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNTIONAL INSURANCE SERVICES | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $42K | $460 | $42K | 4.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4371 LATHAM STREET STE 101 RIVERSIDE, CA 92501 | AETNA INSURANCE COMPANY | $44K | — | $44K | 5.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4371 LATHAM STREET STE 101 RIVERSIDE, CA 92501 | UNITED HEALTHCARE INSURANCE COMPANY | $43K | — | $43K | 6.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET RIVERSIDE, CA 92501 | DELTA DENTAL OF CALIFORNIA | $65K | — | $65K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | KAISER FOUNDATION HEALTH PLAN INC | $30K | $252 | $30K | 6.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET STE 101 RIVERSIDE, CA 92501 | VISION SERVICE PLAN | $19K | $24 | $19K | 5.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 5345 RIVERSIDE, CA 92517 | SAFEGUARD HEALTH PLANS INC | $29K | $5K | $34K | 11.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $37K | — | $37K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | P.O. BOX 2158 RIVERSIDE, CA 92506 | HEALTH NET | $8K | — | $8K | 4.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | AETNA LIFE INSURANCE COMPANY | $11K | $9K | $19K | 10.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4695 MACARTHUR CT STE 600 NEWPORT BEACH, CA 92660 | AMERITAS LIFE INSURANCE CORP. | $10K | — | $10K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4371 LATHAM STREET STE 101 RIVERSIDE, CA 92501 | AMERITAS LIFE INSURANCE CORP. | — | $4K | $4K | 3.85% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | VISION SERVICE PLAN | $2K | — | $2K | 2.78% |
| SIDLES & DUNCAN ASSOC3 | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 9.88% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $4K | $10K | 15.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | — | $9K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET RIVERSIDE, CA 92501 | DELTA DENTAL OF CALIFORNIA | $11K | — | $11K | 23.14% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE LIFE INSURANCE COMPANY | $3K | — | $3K | 7.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4695 MACARTHUR COURT STE 600 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| DUBLIN INSURANCE SERVICES, INC.3 Filed as: DUBLIN INSURANCE SERVICES | P.O. BOX 9026 PLEASANTON, CA 94566 | VISION SERVICE PLAN | $2K | — | $2K | 6.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $3K | — | $3K | 13.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $4K | — | $4K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $3K | — | $3K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.19% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $3K | — | $3K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET RIVERSIDE, CA 92502 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $929 | $3K | 15.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $2K | — | $2K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4695 MACARTHUR COURT STE 600 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $579 | $2K | 15.22% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONL INSURANCE COMPANY | 4371 LATHAM STREET SUITE 101 LOS ANGELES, CA 92501 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $1K | — | $1K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE | $1K | $412 | $2K | 19.94% |
| THOMAS EDWARD BRADBURY | 35 BLUE HERON DRIVE FLETCHER, NC 28732 | UNITED OF OMAHA LIFE INSURANCE | $417 | $62 | $479 | 5.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 3200 EL CAMINO REAL 120 IRVINE, CA 92602 | AVESIS INSURANCE | $689 | — | $689 | 9.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $667 | — | $667 | 10.00% |
| ROBERT CARTY INSURANCE SERVICES3 | 1875 CENTURY PARK EAST SUITE 1950 LOS ANGELES, CA 90067 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $354 | — | $354 | 10.01% |
| WEHRLE CONSULTING INC3 | 5820 N 81ST STREET SCOTTSDALE, AZ 85250 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 3.94% |
| JUDY J STAFFORD3 | 728 CORTEZ AVENUD THE VILLAGES, FL 32159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 1.97% |
| LEOBARDO PINEDA3 | 1451 W HAWKEN WAY CHANDLER, AZ 85286 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.99% |
| SUSAN HENDRICKS3 | 6718 N PALM CANYON PHOENIX, AZ 85018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.86% |
| WEBB & GREER3 Filed as: WEBB & GREER INSURANCE AGENCY | 301 W ARNER ROAD SUTEI 113 TEMPE, AZ 85284 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.74% |
| DONNA MARIE STOLL3 Filed as: DONNA STOLL | 502 BOB LITTLE ROAD PANAMA CITY, FL 32404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.25% |
| LAURA M COX3 Filed as: LAURA COX | 1501 E SEQUOIA DR PHOENIX, AZ 85024 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.25% |
| REYNALDO R GRAJEDA3 Filed as: REYNALDO GRAJEDA | 4915 CAMINO DE MONTE NE ALBUQUERQUE, NM 87111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.12% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 8 carriers) | ANTHEM BLUE CROSS | 2,674 | $35.4M |
| Dental(6 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,350 | $2.9M |
| Vision(4 contracts, 2 carriers) | VISION SERVICE PLAN | 2,818 | $491K |
| Life insurance(15 contracts, 5 carriers) | RELIANCE STANDARD LIFE INSURANCE | 903 | $509K |
| Short-term disability | RELIANCE LIFE INSURANCE COMPANY | 231 | $46K |
| Long-term disability(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,100 | $91K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 500 | $4.1M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 102 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,818 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.