| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERV | 37 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $570K | $8K | $577K | 5.58% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $322K | $19K | $341K | 3.30% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNTIONAL | P.O. BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN | $389K | $10K | $400K | 6.10% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 2158 RIVERSIDE RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN | $285K | $6K | $291K | 6.10% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVE SUITE 300 RIVERSIDE, CA 92501 | BLUE SHIELD OF CALIFORNIA | $277K | — | $277K | 8.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 2158 RIVERSIDE, CA 92516 | KAISER PERMANENTE HEALTHPLAN | $156K | $5K | $161K | 5.20% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $97K | $541 | $97K | 4.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $30K | $3K | $33K | 1.55% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INSURANCE | P.O. BOX 2158 RIVERSIDE, CA 92516 | METROPOLITAN LIFE INSURANCE COMPANY | $183K | $40K | $222K | 11.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS | 3390 UNIVERSITY AVE STE 300 RIVERSIDE, CA 92501 | VISION SERVICE PLAN | — | $83K | $83K | 5.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERV | P.O. BOX 2158 RIVERSIDE, CA 92501 | HEALTH NET | $57K | — | $57K | 4.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM ST SUITE 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $28K | $528 | $28K | 2.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS | $13K | $1K | $15K | 1.40% |
| AMWINS3 Filed as: LISI INC | 1600 HILLSDALE BLVD SAN MATEO, CA 94403 | ANTHEM BLUE CROSS | — | $11K | $11K | 1.05% |
| AMWINS3 Filed as: LISI INC | 1600 HILLSDALE BLVD SUITE 201 SAN MATEO, CA 94403 | ANTHEM BLUE CROSS | — | $5K | $5K | 0.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | P.O. BOX 2158 RIVESIDE, CA 92506 | HEALTH NET | $38K | — | $38K | 3.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN INC | $57K | $1K | $59K | 6.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM STREET RIVERSIDE, CA 92501 | DELTA DENTAL OF CALIFORNIA | $59K | — | $59K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | P.O. BOX 2158 RIVERSIDE, CA 92501 | HEALTH NET | $19K | — | $19K | 3.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | P.O. BOX 2158 RIVERSIDE, CA 92516 | SAFEGUARD HEALTH PLANS INC | $32K | $8K | $40K | 11.48% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $46K | — | $46K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 4371 LATHAM ST SUITE 101 RIVERSIDE, CA 92501 | ANTHEM BLUE CROSS AND BLUE SHIELD | $12K | $1K | $14K | 6.19% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $19K | — | $19K | 15.00% |
| SEQUOIA BENEFITS & INS SVCS LLC3 Filed as: SEQUOA BENEFITS & INSURANCE | 1850 GATEWAY DRIVE SUITE 700 SAN MATEO, CA 94404 | DELTA DENTAL OF CALIFORNIA | $9K | — | $9K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 40 E ALAMAR AVENUE SANTA BARBARA, CA 93105 | AMERITAS LIFE INSURANCE CORP. | — | $3K | $3K | 3.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 4695 MACARTHUR CT STE 600 NEWPORT BEACH, CA 92660 | AMERITAS LIFE INSURANCE CORP. | $3K | — | $3K | 3.51% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | VISION SERVICE PLAN | $2K | — | $2K | 2.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | — | $10K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | P.O. BOX 2158 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $404 | $3K | $4K | 7.78% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE | $6K | — | $6K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE LIFE INSURANCE COMPANY | $3K | — | $3K | 7.55% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL DEPT | P.O. BOX 2158 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE | $2K | $2K | $4K | 17.86% |
| DUBLIN INSURANCE SERVICES, INC.3 Filed as: DUBLIN INSURANCE SERVICES | P.O. BOX 9026 PLEASANTON, CA 94566 | VISION SERVICE PLAN | $1K | — | $1K | 6.46% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 2158 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $1K | $3K | 16.85% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | P.O. BOX 2158 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $687 | $3K | 19.66% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIE INSURANCE COMPANY | $2K | — | $2K | 17.00% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL INSURANCE | 3390 UNIVESITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $505 | — | $505 | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | P.O. BOX 2158 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE | $977 | $799 | $2K | 18.18% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE | P.O. BOX 2158 RIVERSIDE, CA 92501 | UNITED OF OMAHA LIFE INSURANCE | $958 | — | $958 | 9.81% |
| DAVID J MCCLELLAN3 Filed as: DAVID STEWART | 12523 LIMONITE AVENUE MIRA LOMA, CA 91752 | COLONIAL LIFE AND ASSICENT INSURANCE COMPANY | $54 | — | $54 | 2.90% |
| TERI ROLLIN | C/O TERI ROLLIN OAK PARK, CA 91377 | COLONIAL LIFE AND ASSICENT INSURANCE COMPANY | $14 | — | $14 | 0.75% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN & ASSOCIATES INC | 11412 ROBBIA DRIVE LAS VEGAS, NV 89138 | COLONIAL LIFE AND ASSICENT INSURANCE COMPANY | $6 | — | $6 | 0.32% |
| EDWIN MANUEL VELASQUEZ3 | 33013 SEVILLE STREET LAKE ELSINOE, CA 92530 | COLONIAL LIFE AND ASSICENT INSURANCE COMPANY | $1 | — | $1 | 0.05% |
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 | 7,276 | 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) | 7,276 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 6 carriers) | ANTHEM BLUE CROSS | 1,717 | $35.1M |
| Dental(8 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,597 | $3.3M |
| Vision(3 contracts) | VISION SERVICE PLAN | 597 | $1.7M |
| Life insurance(12 contracts, 7 carriers) | RELIANCE STANDARD LIFE INSURANCE | 4,078 | $633K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 37 | $10K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,327 | $66K |
| Other(3 contracts, 3 carriers) | BLUE SHIELD OF CALIFORNIA | 292 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,078 | — |
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.