| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | BLUE CROSS BLUE SHIELD OF ILLINOIS | $75K | $41 | $75K | 0.92% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | BLUE CROSS BLUE SHIELD OF ILLINOIS | $7K | $7K | $14K | 0.17% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | METROPOLITAN LIFE INSURANCE COMPANY | $110K | $280 | $110K | 7.50% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $65K | $14K | $79K | 5.40% |
| MARK METTILLE3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $66K | $4K | $70K | 4.80% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | METROPOLITAN LIFE INSURANCE COMPANY | $41K | $14K | $55K | 3.74% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $42K | $42K | 2.87% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $10K | $10K | 0.69% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $257 | $257 | 0.02% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | $0 | $2K | 2.72% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $784 | $0 | $784 | 1.37% |
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 | 1,086 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,096 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 1,296 | $8.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,566 | $1.5M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 1,186 | $57K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,566 | $1.5M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,566 | $1.5M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,566 | $1.5M |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ILLINOIS | 1,296 | $8.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,566 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,566 | — |
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.