# CAPTIVE RESOURCES, LLC EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **CAPTIVE RESOURCES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CAPTIVE RESOURCES, LLC |
| EIN | 300073596 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | ITASCA, IL |
| Industry | insurance |
| Funding | mixed |
| Total premiums | $390K |
| Participants | 526 |
| Persons covered | 522 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| MUTUAL OF OMAHA INSURANCE COMPANY | LTD, Life, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| AFLAC | Health, Life, Other |
| CHUBB | Other |

## Brokers

| Broker | Placed with |
|---|---|
| ALLIANT INSURANCE SERVICES, INC. | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| ALLIANT INSURANCE SERVICES, INC. | VISION SERVICE PLAN |
| DEBORAH A GUILBEAULT | AFLAC |
| CAPTIVE RESOURCES INS SERVICES INC | AFLAC |
| ELIZABETH M GASPAROVIC | AFLAC |
| OVERBECK INSURANCE SERVICES | AFLAC |
| ZUREK & ASSOCIATES LLC | AFLAC |
| MARY NAUERT | AFLAC |
| 3KZ LLC | AFLAC |
| MICHAEL E MCCARTHY | AFLAC |
| KANDACE M MCCARTHY | AFLAC |
| BRIGHT BENEFIT SOLUTIONS, INC. | AFLAC |
| DON J CONOYER | AFLAC |
| CHAD L NELSON | AFLAC |
| LISA M HELZING | AFLAC |
| DEAN ANAGNOPOULOS | AFLAC |
| DENNIS J CASSENS | AFLAC |
| KENNETH J HOFFMAN | AFLAC |
| MICHAEL S MOORE | AFLAC |
| SANDY DAHLEN | AFLAC |
| LYNN B KEEFER | AFLAC |
| GLEN T SCHWEIKERT | AFLAC |
| MICHELLE RAE MAGUIRE | AFLAC |
| WILLIAM F MURRAY III | AFLAC |
| BRIAN W PATTEN | AFLAC |
| BEAULIEU BENEFITS INC | AFLAC |
| JOSEPH A NASCA | AFLAC |
| DEVOSS INSURANCE AGENCY LLC | AFLAC |
| GREGORY J SHARP | AFLAC |
| SCOTT LYDEN | AFLAC |
| KNUTE NELSON | AFLAC |
| TIMOTHY B ASBY | AFLAC |
| ELIZABETH A LENZO | AFLAC |
| STEPHEN KELLS | AFLAC |
| DARIN D PAVLISH | AFLAC |
| BRIAN KUYATT | AFLAC |
| PATRICIA M JESPERSON | AFLAC |
| ALLIANT INSURANCE SERVICES, INC. | MUTUAL OF OMAHA INSURANCE COMPANY |
| ALLIANT INSURANCE SERVICES, INC. | ACE AMERICAN INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/300073596-501
- Cite as: PlanOptica, https://planoptica.com/welfare/300073596-501
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