| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 3390 UNIVERSITY AVENUE, SUITE 300 RIVERSIDE, CA 92501 | BLUE SHIELD OF CALIFORNIA | $278K | $0 | $278K | 4.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE, LLC | UNKNOWN BURBANK, CA 91505 | DELTA DENTAL OF CALIFORNIA | $71K | $0 | $71K | 6.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | UNKNOWN BURBANK, CA 91505 | DELTA DENTAL OF CALIFORNIA | $5K | $0 | $5K | 0.40% |
| 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 | $33K | $22K | $56K | 16.72% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2393 TOWNSGATE ROAD, SUITE 101 WESTLAKE VILLAGE, CA 91361 | AFLAC | $4K | $0 | $4K | 4.51% |
| MJ INSURANCE3 Filed as: ERNEST M KONECK AND VARIOUS AGENTS | 7050 JELLICO AVENUE LAKE BALBOA, CA 91406 | AFLAC | $4K | $93 | $4K | 4.12% |
| AMY EVANS3 | 14358 MAGNOLIA BOULEVARD APARTMENT 103 SHERMAN OAKS, CA 91423 | AFLAC | $3K | $0 | $3K | 3.02% |
| RICHARD J KUNZ3 | 601 MONTGOMERY STREET SUITE 1475 SAN FRANCISCO, CA 94111 | AFLAC | $1K | $0 | $1K | 1.15% |
| RENEE SUZANNE CORSO3 | 5805 SEPULVEDA BOULEVARD SUITE 700, SUITE 740 SHERMAN OAKS, CA 91411 | AFLAC | $784 | $14 | $798 | 0.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 2029 CENTURY PARK EAST SUITE 201 LOS ANGELES, CA 90067 | AFLAC | $583 | $0 | $583 | 0.59% |
| JESSICA DANIELLE RICHMAN3 | 10000 NEVADA AVENUE CHATSWORTH, CA 91311 | AFLAC | $567 | $0 | $567 | 0.57% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 3390 UNIVERSITY AVENUE, SUITE 300 RIVERSIDE, CA 92501 | EYEMED VISION CARE | $6K | $0 | $6K | 5.92% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCES., INC. | 390 UNIVERSITY AVENUE, SUITE 300 RIVERSIDE, CA 92501 | EYEMED VISION CARE | $4K | $0 | $4K | 4.04% |
| UNKNOWN3 | UNKNOWN BURBANK, CA 91505 | HOLMAN PROFESSIONAL COUNSELING CENTERS | $935 | $0 | $935 | 5.00% |
| CHRISTA G AUFDEMBERG INC3 Filed as: CHRISTA G AUFDEMBERG, INC. | 13102 BRITTANY WOODS DRIVE TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES, INC. | $457 | $0 | $457 | 9.42% |
| PAULA A LONDONO3 | 20336 DOROTHY STREET SAUGUS, CA 91350 | PRE-PAID LEGAL SERVICES, INC. | $449 | $0 | $449 | 9.26% |
| SANDRA SIMS3 Filed as: SANDRA ALLEN | 501 AGUA PLACE SEAL BEACH, CA 90740 | PRE-PAID LEGAL SERVICES, INC. | $106 | $0 | $106 | 2.19% |
| AMY EVANS3 | 14431 VENTURA BOULEVARD SUITE 514 SHERMAN OAKS, CA 91423 | PRE-PAID LEGAL SERVICES, INC. | $23 | $0 | $23 | 0.47% |
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 | 851 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 864 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 1,243 | $6.9M |
| Dental | DELTA DENTAL OF CALIFORNIA | 934 | $1.2M |
| Vision | EYEMED VISION CARE | 1,320 | $97K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 851 | $333K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 851 | $333K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,243 | $6.9M |
| Other(4 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 851 | $456K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,320 | — |
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.