| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | BLUE SHIELD OF CALIFORNIA | $255K | $25K | $280K | 4.39% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | UNKNOWN BURBANK, CA 91505 | DELTA DENTAL OF CALIFORNIA | $20K | $0 | $20K | 4.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 9595 WILSHIRE BOULEVARD SUITE 801 BEVERLY HILLS, CA 90212 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32K | $0 | $32K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL AND VARIOUS AGENT | 2029 CENTURY PARK EAST SUITE 210 LOS ANGELES, CA 90067 | AFLAC | $5K | $0 | $5K | 4.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2393 TOWNSGATE ROAD SUITE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $5K | $0 | $5K | 3.93% |
| AMY EVANS3 | 14358 MAGNOLIA BOULEVARD APARTMENT 103 SHERMAN OAKS, CA 91423 | AFLAC | $4K | $0 | $4K | 3.25% |
| ERNEST M. KONECK3 Filed as: ERNEST M KONECK | 7050 JELLICO AVENUE LAKE BALBOA, CA 91406 | AFLAC | $2K | $0 | $2K | 1.36% |
| RICHARD J KUNZ3 Filed as: RICHARD J KUNIZ | 351 CALIFORNIA STREET SUITE 450 SAN FRANCISCO, CA 94104 | AFLAC | $2K | $0 | $2K | 1.34% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $1K | $0 | $1K | 0.77% |
| NASHINA BUSH3 | 16161 VENTURA BOUELVARD SUITE 421 ENCINO, CA 91436 | AFLAC | $927 | $0 | $927 | 0.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 4371 LATHAM STREET SUITE 101 RIVERSIDE, CA 92501 | EYEMED VISION CARE | $8K | $0 | $8K | 8.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 390 UNIVERSITY AVENUE SUITE 300 RIVERSIDE, CA 92501 | EYEMED VISION CARE | $2K | $0 | $2K | 1.60% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | UNKNOWN BURBANK, CA 91505 | DELTA DENTAL OF CALIFORNIA | $221 | $0 | $221 | 0.50% |
| UNKNOWN3 | UNKNOWN BURBANK, CA 91505 | HOLMAN PROFESSIONAL COUNSELING CENTERS | $869 | $0 | $869 | 5.00% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA G. AUFDEMBERG | 13102 BRITTANY WOODS DRIVE TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES, INC. | $255 | $0 | $255 | 6.58% |
| SANDRA SIMS4 Filed as: SANDRA ALLEN | 501 AGUA PLACE SEAL BEACH, CA 90740 | PRE-PAID LEGAL SERVICES, INC. | $142 | $0 | $142 | 3.66% |
| AMY EVANS4 | 14431 VENTURA BOULEVARD SUITE 514 SHERMAND OAKS, CA 91423 | PRE-PAID LEGAL SERVICES, INC. | $25 | $0 | $25 | 0.65% |
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 | 662 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 685 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 1,149 | $6.4M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 934 | $545K |
| Vision | EYEMED VISION CARE | 1,233 | $99K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 806 | $320K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 806 | $320K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,149 | $6.4M |
| Other(4 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 806 | $476K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,233 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.