| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | — | BLUECROSS BLUESHIELD OF ILLINOIS | $55K | — | $55K | 3.97% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | — | BLUECROSS BLUESHIELD OF ILLINOIS | — | $684 | $684 | 0.05% |
| THE PLEXUS GROUPE LLC3 Filed as: PLEXUS GROUPE LLC | — | DELTA DENTAL OF ILLINOIS | $7K | — | $7K | 7.89% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $501 | $5K | 18.60% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE, LLC | 21805 FIELD PARKWAY #300 DEER PARK, IL 60010 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $769 | — | $769 | 9.99% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $133 | $1K | 20.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $392 | $38 | $430 | 22.40% |
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 | 129 | 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) | 131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF ILLINOIS | 196 | $1.4M |
| Dental | DELTA DENTAL OF ILLINOIS | 100 | $93K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 97 | $8K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 129 | $9K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 65 | $25K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 65 | $25K |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 129 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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.