| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | HEALTH CARE SERVICE CORPORATION | $151K | $4K | $155K | 3.60% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $11K | $26K | 7.36% |
| PAYCOM PAYROLL LLC5 | 7501 W MEMORIAL RD OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | 2.78% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | DELTA DENTAL OF ILLINOIS | $21K | — | $21K | 9.99% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 9.21% |
| JOHN STEPHEN DAY JR3 | 256 BINGHAM CT MUNDELEIN, IL 60060 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 8.18% |
| ROCKWELL & ASSOCIATES3 Filed as: ROCKWELL & ASSOCIATES LTD | 303 W ERIE STE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.74% |
| F R NASCA & ASSOCIATES LLC3 | 165 N CANAL ST UNIT 716 CHICAGO, IL 60606 | CONTINENTAL AMERICAN INSURANCE COMPANY | $571 | — | $571 | 1.00% |
| DONALD J CONOYER3 | 119 OAKSHIRE DR W GLEN CARBON, IL 62034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $251 | — | $251 | 0.44% |
| MICHAEL S MOORE3 | 2224 WEST WATERFORD COURT ROUND LAKE, IL 60073 | CONTINENTAL AMERICAN INSURANCE COMPANY | $239 | — | $239 | 0.42% |
| STEPHEN GOLEMBIEWSKI3 | 228 OAK AVE WESTMONT, IL 60559 | CONTINENTAL AMERICAN INSURANCE COMPANY | $236 | — | $236 | 0.41% |
| MICHAEL E MCCARTHY3 | 143 W WARFIELD DRIVE MOORESVILLE, NC 28115 | CONTINENTAL AMERICAN INSURANCE COMPANY | $147 | — | $147 | 0.26% |
| KANDACE M MCCARTHY3 Filed as: KANDACE MARY MCCARTHY | 143 W WARFIELD DR MOORESVILLE, NC 28115 | CONTINENTAL AMERICAN INSURANCE COMPANY | $105 | — | $105 | 0.18% |
| KELLY V ZURZOLO3 | 535 ABBEYWOOD DRIVE CARY, IL 60013 | CONTINENTAL AMERICAN INSURANCE COMPANY | $102 | — | $102 | 0.18% |
| JOSEPH A NASCA3 | 222 W ERIE ST APT 2210 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | — | $25 | 0.04% |
| JOSHUA T JONES3 | 25 GARFIELD LN STREAMWOOD, IL 60107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | — | $25 | 0.04% |
| 3KZ LLC3 | 535 ABBEYWOOD DRIVE CARY, IL 60013 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.03% |
| BRIAN WHITE3 Filed as: BRIAN M HANLEY | 506 CANTERBURY DRIVE LAGRANGE, GA 30241 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 | 1031 W 4TH AVENUE STE 400 ANCHORAGE, AK 99501 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$372 | — | -$372 | -0.65% |
| RESOURCE BROKERAGE LLC3 | 1501 E WOODFIELD RD SCHAUMBURG, IL 60173 | LIFESECURE INSURANCE COMPANY | $4K | — | $4K | 27.31% |
| HEALTH INSURANCE MART AGENCY I3 Filed as: HEALTH INSURANCE MART AGENCY | PO BOX 658 MCHENRY, IL 60051 | LIFESECURE INSURANCE COMPANY | $467 | — | $467 | 3.31% |
| BROADTOWER INSURANCE SOLUTIONS3 | 2860 MICHELLE DR IRVINE, CA 92606 | LIFESECURE INSURANCE COMPANY | $335 | — | $335 | 2.37% |
| HEALTH INSURANCE MART AGENCY I3 Filed as: HEALTH INSURANCE MART AGENCY | PO BOX 658 MCHENRY, IL 60051 | LIFESECURE INSURANCE COMPANY | $584 | — | $584 | 6.44% |
| RESOURCE BROKERAGE LLC3 | 1501 E WOODFIELD RD SCHAUMBURG, IL 60173 | LIFESECURE INSURANCE COMPANY | $311 | — | $311 | 3.43% |
| BROADTOWER INSURANCE SOLUTIONS3 | 2760 MICHELLE DR IRVINE, CA 92606 | LIFESECURE INSURANCE COMPANY | $78 | — | $78 | 0.86% |
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 | 676 | 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) | 676 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH CARE SERVICE CORPORATION | 591 | $4.3M |
| Dental | DELTA DENTAL OF ILLINOIS | 465 | $214K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 676 | $348K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 676 | $348K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 676 | $348K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 676 | $428K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 676 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.