| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | DEARBORN LIFE INSURANCE COMPANY | $55K | $0 | $55K | 15.76% |
| LAD FINANCIAL CORP3 Filed as: LAD FINANCIAL CORP AND OTHER AGENTS | 13308 ALTON ROAD PALM BEACH GARDENS, FL 33418 | AFLAC | $4K | $144 | $4K | 6.51% |
| HENRY J SAMAAN3 Filed as: HENRY J. SAMAAN | 19 WEST 152S 21ST PLACE LOMBARD, IL 60148 | AFLAC | $2K | $0 | $2K | 2.51% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | AFLAC | $2K | $0 | $2K | 2.50% |
| ANTHONY LAMONT CUINGTON3 | 1825 WEST WALNUT HILL LANE SUITE 120 IRVING, TX 75038 | AFLAC | $1K | $114 | $1K | 1.81% |
| BENJAMIN GASTON3 | 4875 GRAMERCY OAKS DRIVE, SUITE 422 DALLAS, TX 75287 | AFLAC | $503 | $0 | $503 | 0.76% |
| TODD DEVOSS3 Filed as: TODD C. DEVOSS | 321 NORTH CLARK STREET, SUITE 625 CHICAGO, IL 60654 | AFLAC | $422 | $0 | $422 | 0.64% |
| SHARON JOYCE JOHNSTON3 | 218 NORTH WILLOW STREET MANSFIELD, TX 76063 | AFLAC | $414 | $0 | $414 | 0.63% |
| 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. | $4K | $0 | $4K | 9.91% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE | 21805 FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $463 | $0 | $463 | 5.01% |
| GREENEN AND ASSOCIATES3 Filed as: GREENEN AND ASSOC. AND OTHER AGENTS | 1212 SOUTH NAPER BOULEVARD SUITE 119-190 NAPERVILLE, IL 60540 | CONTINENTAL AMERICAN INSURANCE COMPANY | $263 | $0 | $263 | 2.84% |
| HENRY J SAMAAN3 Filed as: HENRY J. SAMAAN | 19 WEST 152 21ST PLACE LOMBARD, IL 60148 | CONTINENTAL AMERICAN INSURANCE COMPANY | $243 | $0 | $243 | 2.63% |
| DEBRA POCZATKO3 | 14466 SOUTH ELIZABETH LANE HOMER GLEN, IL 60491 | CONTINENTAL AMERICAN INSURANCE COMPANY | $106 | $0 | $106 | 1.15% |
| HELENE HENDRICKSON3 Filed as: HELENE HENFRICKSON | 1658 CAMDEN AVENUE, SUITE 108 LOS ANGELES, CA 90025 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | $0 | $54 | 0.58% |
| YALE SMITH3 | 5829 BLUE HERON DRIVE LONGGROVE, IL 60047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $44 | $0 | $44 | 0.48% |
| SHARON S. WIENER3 | 8833 PICKFORD LOS ANGELES, CA 90035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | $0 | $43 | 0.46% |
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 | 664 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 670 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 792 | $43K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 658 | $346K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 658 | $346K |
| Long-term disability | DEARBORN LIFE INSURANCE COMPANY | 658 | $346K |
| Other(3 contracts, 3 carriers) | DEARBORN LIFE INSURANCE COMPANY | 658 | $422K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 792 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.