| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $93K | — | $93K | 10.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 4.90% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 10.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $2K | $8K | 20.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 600 CORPORATE POINTE FLOOR 4 CULVER CITY, CA 90230 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $102 | $34 | $136 | 0.37% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $2K | $6K | 20.58% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 600 CORPORATE POINTE FLOOR 4 CULVER CITY, CA 90230 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $83 | $28 | $111 | 0.37% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | RELIANCE STANDARD INSURANCE COMPANY | $3K | $1K | $4K | 20.59% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 600 CORPORATE POINTE FLOOR 4 CULVER CITY, CA 90230 | RELIANCE STANDARD INSURANCE COMPANY | $58 | $19 | $77 | 0.36% |
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 | 122 | 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) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITEDHEALTHCARE INSURANCE COMPANY | 181 | $992K |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 233 | $77K |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 233 | $77K |
| Life insurance | RELIANCE STANDARD INSURANCE COMPANY | 122 | $21K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 123 | $36K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 123 | $30K |
| Other | RELIANCE STANDARD INSURANCE COMPANY | 122 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.