| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: THE SIMKISS AGENCY INC | 1041 OLD CASSATT ROAD BERWYN, PA 19312 | BLUE CROSS BLUE SHIELD OF ILLINOIS | $36K | — | $36K | 4.04% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP LLC | 21805 FIELD PARKWAY #300 DEER PARK, IL 60010 | BLUE CROSS BLUE SHIELD OF ILLINOIS | $2K | — | $2K | 0.19% |
| ASSUREDPARTNERS3 Filed as: THE SIMKISS AGENCY, INC. | 1041 OLD CASSATT ROAD BERWYN, PA 19312 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 7.59% |
| ASSUREDPARTNERS3 Filed as: THE SIMKISS AGENCY, INC. | PO BOX 1787 PAOLI, PA 19301 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $2K | $2K | 2.03% |
| ASSUREDPARTNERS3 Filed as: THE SIMKISS AGENCY, INC. | 1041 OLD CASSATT ROAD BERWYN, PA 19312 | ASSURITY LIFE INSURANCE COMPANY | $5K | — | $5K | 82.98% |
| ASSUREDPARTNERS3 Filed as: THE SIMKISS AGENCY, INC. | PO BOX 1787 PAOLI, PA 19301 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $249 | — | $249 | 4.80% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY #300 DEER PARK, IL 60010 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $221 | — | $221 | 4.26% |
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 | 95 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 97 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 152 | $880K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 486 | $99K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 116 | $5K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 486 | $99K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 486 | $99K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 486 | $99K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ILLINOIS | 152 | $880K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 486 | $105K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 486 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.