| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 Filed as: PLEXUS GROUPE LLC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $31K | — | $31K | 7.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $17K | — | $17K | 4.01% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | $3K | — | $3K | 4.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6340 SOUTH 3000 EAST SUITE 500 SALT LAKE CITY, UT 84121 | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | $2K | — | $2K | 2.29% |
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 6.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.95% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6967 SOUTH RIVER GATE DRIVE SUITE 200 MIDVALE, UT 84047 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 2.82% |
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6967 SOUTH RIVER GATE DRIVE SUITE 200 MIDVALE, UT 84047 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $556 | $556 | 1.76% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | $715 | — | $715 | 4.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6340 SOUTH 3000 EAST SUITE 500 SALT LAKE CITY, UT 84121 | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | $393 | — | $393 | 2.24% |
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $488 | — | $488 | 6.82% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $259 | $259 | 3.62% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6967 SOUTH RIVER GATE DRIVE SUITE 200 MIDVALE, UT 84047 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $227 | — | $227 | 3.17% |
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 | 209 | 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) | 209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | 263 | $71K |
| Vision | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | 206 | $18K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 195 | $39K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 88 | $39K |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 113 | $414K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 195 | $39K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 263 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.