| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING OF NEW JERSEY INC | 29840 NETWORK PLACE CHICAGO, IL 606731299 | HARTFORD LIFE AND ACCIDENT | $11K | $6K | $17K | 2.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E. JACKSON SUITE 14B CHICAGO, IL 60604 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 0.55% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 75 REMITTANCE DR., SUITE 1446 CHICAGO, IL 60675 | HARTFORD LIFE AND ACCIDENT | — | $1K | $1K | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SERVICE | 970 RESERVE DR. SUITE 200 ROSEVILLE, CA 95678 | HARTFORD LIFE AND ACCIDENT | — | $316 | $316 | 0.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INSURANCE SVCS. | 75 WEST TOWNE RIDGE PARKWAY TOWER 2 SUITE 400 SANDY, UT 84070 | HARTFORD LIFE AND ACCIDENT | $89 | — | $89 | 0.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $229 | — | $229 | 0.20% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 11.99% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 1125 17TH STREET, SUITE 900 DENVER, CO 80202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $384 | — | $384 | 1.16% |
| JONATHAN SAMUEL KIRKLAND3 Filed as: JONATHAN S. KIRKLAND | 4245 MILGEN ROAD COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $113 | — | $113 | 0.34% |
| REGINA K SANTANGELO3 Filed as: REGINA K. SANTANGELO | 9034 E. EASTER, SUITE 202 CENTENNIAL, CO 80112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.16% |
| TIMOTHY B ASBY3 Filed as: TIMOTHY B. ASBY | 9247 N. MERIDIAN STREET, SUITE 205 INDIANAPOLIS, IN 46260 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | — | $37 | 0.11% |
| JOSE DE LOS SANTOS III3 | 155 INVERENSS DRIVE WEST, SUITE 300 ENGLEWOOD, CO 80112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.09% |
| TINA WAY3 Filed as: TINA R. WAY | 155 INVERENSS DRIVE WEST, SUITE 300 ENGLEWOOD, CO 80122 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.09% |
| KIEFER GROUP INSURANCE AGENCY LLC3 | 12002 SOUTH MILONA DRIVE DRAPER, UT 84020 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.08% |
| JENNIFER L FOSS3 Filed as: JENNIFER L. FOSS | 9034 E. EASTER PLACE, SUITE 202 CENTENNIAL, CO 80112 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.01% |
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 | 1,812 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,826 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,125 | $116K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,195 | $557K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,195 | $557K |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 2,195 | $590K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,195 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.