| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3390 UNIVERSITY AVE RIVERSIDE, CA 92501 | AETNA LIFE INSURANCE CO. | $36K | $4K | $40K | 7.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 3390 UNIVERSITY AVE RIVERSIDE, CA 92501 | AETNA HEALTH, INC. | $22K | — | $22K | 5.82% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | PO BOX 2158 RIVERSIDE, CA 92516 | CIGNA | $3K | — | $3K | 8.61% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 9655 GRANITE RIDGE DR #500 SAN DIEGO, CA 92123 | CIGNA | $558 | — | $558 | 1.39% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES INC | 2393 TOWNSGATE RD STE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $302 | — | $302 | 4.54% |
| AMY EVANS3 | 4932 N NORTH MAYWOOD AVE LOS ANGELES, CA 90041 | AFLAC | $118 | — | $118 | 1.78% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BLVD STE 700 SHERMAN OAKS, CA 91411 | AFLAC | $103 | — | $103 | 1.55% |
| YOLANDA JOY RICHMAN3 | 10000 NEVADA AVE CHATSWORTH, CA 91311 | AFLAC | $42 | — | $42 | 0.63% |
| RICHARD J KUNZ3 | 601 MONTGOMERY ST STE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $37 | — | $37 | 0.56% |
| NASHINA BUSH3 | 7555 DONNA AVE RESEDA, CA 91335 | AFLAC | $31 | — | $31 | 0.47% |
| CHRISTOPHER EVANS3 | 5300 NEWCASTLE AVE APT 71 ENCINO, CA 91316 | AFLAC | $31 | — | $31 | 0.47% |
| ADAM H MICHAELS3 | 2922 CORDA LN LOS ANGELES, CA 90049 | AFLAC | $26 | — | $26 | 0.39% |
| BRIAN G JAEGGI3 | 15607 W LILLI WAY VAN NUYS, CA 91406 | AFLAC | $25 | — | $25 | 0.38% |
| LILY YAN3 | 5805 SEPULVEDA BLVD STE 700 SHERMAN OAKS, CA 91411 | AFLAC | $23 | — | $23 | 0.35% |
| DINORAH ROSSANA DEVALLY3 | 361 MISTY TRAILS PL SIMI VALLEY, CA 93065 | AFLAC | $13 | — | $13 | 0.20% |
| CHRISTOPHER HAGER3 | 8021 TRUXTON AVE LOS ANGELES, CA 90045 | AFLAC | $7 | — | $7 | 0.11% |
| MICHAEL C WALKER3 Filed as: MICHAEL A STACHOWIAK | 321 N CLARK ST STE 615 CHICAGO, IL 60654 | AFLAC | $4 | — | $4 | 0.06% |
| JOSEPH A BUZZELLO3 | 14747 N NORTHSIGHT BLVD STE 111-454 SCOTTSDALE, AZ 85260 | AFLAC | $3 | — | $3 | 0.05% |
| SPALDING GROUP ENTERPRISES3 | 29404 QUAIL RUN DR AGOURA HILLS, CA 91301 | AFLAC | $3 | — | $3 | 0.05% |
| JOANN SONG ZWAGERMAN3 | 2110 PROSPECT AVE HERMOSA BEACH, CA 90254 | AFLAC | $3 | — | $3 | 0.05% |
| JOSEPH A NASCA3 | 28081 W MAPLE AVE BARRINGTON, IL 60010 | AFLAC | $2 | — | $2 | 0.03% |
| OLENA K SHEA3 | 3 MITCHELL PL UNIT 18C NEW YORK, NY 10017 | AFLAC | $1 | — | $1 | 0.02% |
| SHARMAIN L BOUNDS3 | 2202 TEDESCA DR HENDERSON, NV 89052 | AFLAC | $1 | — | $1 | 0.02% |
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 | 136 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 196 | $949K |
| Dental | AETNA LIFE INSURANCE CO. | 196 | $565K |
| Vision | AETNA LIFE INSURANCE CO. | 196 | $565K |
| Life insurance | CIGNA | 139 | $40K |
| Short-term disability | AFLAC | 6 | $7K |
| Other | CIGNA | 139 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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.