| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | BLUECROSS BLUESHIELD OF OKLAHOMA | $83K | — | $83K | 3.72% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $1K | $4K | 6.12% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.09% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 Filed as: PROFESSIONAL ENROLLMENT CONCEPTS IN | 6200 SAVOY STE 345 HOUSTON, TX 77036 | ALLSTATE BENEFITS | $2K | — | $2K | 39.33% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY STE 300 DEER PARK, IL 60010 | ALLSTATE BENEFITS | $579 | — | $579 | 9.54% |
| BRANDON PENKO3 | 6503 BRITTANY PARK LANE HOUSTON, TX 77066 | ALLSTATE BENEFITS | $212 | — | $212 | 3.49% |
| CONSTANCIO RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | ALLSTATE BENEFITS | $194 | — | $194 | 3.19% |
| BRYAN INGLIS3 | 1901 POST OAK BLVD #2209 HOUSTON, TX 77056 | ALLSTATE BENEFITS | $173 | — | $173 | 2.85% |
| LISA RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | ALLSTATE BENEFITS | $166 | — | $166 | 2.73% |
| DAMIAN K CHANDLER3 | 5206 STORMY AUTUMN SAN ANTONIO, TX 78247 | ALLSTATE BENEFITS | $123 | — | $123 | 2.03% |
| LEONEL RUIZ3 | 1150 EBANO STREET SAN BENITO, TX 78586 | ALLSTATE BENEFITS | $68 | — | $68 | 1.12% |
| ALLEN COMMODORE BAKER3 | 6200 SAVOY DR SUITE 345 HOUSTON, TX 77036 | ALLSTATE BENEFITS | $67 | — | $67 | 1.10% |
| WILLIAM PARKS3 | 3788 RICHMOND AVE APT 1419 HOUSTON, TX 77046 | ALLSTATE BENEFITS | $15 | — | $15 | 0.25% |
| PROFESSIONAL ENROLLMENT CONCEPTS3 Filed as: PROFESSIONAL ENROLLMENT CONCEPTS IN | 6200 SAVOY STE 345 HOUSTON, TX 77036 | ALLSTATE BENEFITS | $2K | — | $2K | 39.16% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | ALLSTATE BENEFITS | $478 | — | $478 | 9.64% |
| DAMIAN K CHANDLER3 | 5206 STORMY AUTUMN SAN ANTONIO, TX 78247 | ALLSTATE BENEFITS | $299 | — | $299 | 6.03% |
| BRANDON PENKO3 | 6503 BRITTANY PARK LANE HOUSTON, TX 77066 | ALLSTATE BENEFITS | $242 | — | $242 | 4.88% |
| LISA RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | ALLSTATE BENEFITS | $136 | — | $136 | 2.74% |
| LEONEL RUIZ3 | 1150 EBANO STREET SAN BENITO, TX 78586 | ALLSTATE BENEFITS | $121 | — | $121 | 2.44% |
| CONSTANCIO RUIZ3 | 18242 KAYLA LANE HARLINGEN, TX 78552 | ALLSTATE BENEFITS | $69 | — | $69 | 1.39% |
| BRYAN INGLIS3 | 1901 POST OAK BLVD #2209 HOUSTON, TX 77056 | ALLSTATE BENEFITS | $4 | — | $4 | 0.08% |
| ALLEN COMMODORE BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 77036 | ALLSTATE BENEFITS | $2 | — | $2 | 0.04% |
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 | 350 | 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) | 350 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF OKLAHOMA | 402 | $2.2M |
| Dental | DELTA DENTAL | 302 | $98K |
| Vision | VISION SERVICE PLAN | 304 | $30K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 448 | $68K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 448 | $68K |
| Prescription drug | BLUECROSS BLUESHIELD OF OKLAHOMA | 402 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 448 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.