| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP LLC | — | BLUECROSS BLUESHIELD OF ILLINOIS | $46K | $3K | $49K | 1.74% |
| BENEFIT COMMUNICATIONS INC3 | 2977 SIDCO DRIVE NASHVILLE, TN 37204 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34K | — | $34K | 9.68% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUPE | 21805 FIELD PARKWAY 300 DEER PARK, IL 60010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14K | — | $14K | 3.95% |
| K HARRIS & ASSOCIATES, LLC3 Filed as: K HARRIS & ASSOCIATES, INC | 950 WEST NORTON AVENUE SUITE 201 MUSKEGON, MI 49441 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 1.08% |
| NASCA & ASSOCIATES3 | 303 WEST ERIE STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.84% |
| TODD DEVOSS3 | 321 NORTH CLARK STREET SUITE 625 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.65% |
| ROCKWELL & ASSOCIATES3 | 303 WEST ERIE STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.56% |
| MARK D BARBIER3 | 802 DEER TRAIL LANE OAK BROOK, IL 60523 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.50% |
| ALICIA CLIFTON3 | 3915 HUNTING RIDGE DRIVE LILBURN, GA 30047 | CONTINENTAL AMERICAN INSURANCE COMPANY | $895 | — | $895 | 0.25% |
| WILLIAM WARDLAW JR6 | 368 WEST PIKE DRIVE SUITE 207 LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $693 | — | $693 | 0.20% |
| DANIEL A MARINEZ3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $626 | — | $626 | 0.18% |
| SCOTT A SMITH3 | 5300 OAKBROOK PARKWAY SUITE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $590 | — | $590 | 0.17% |
| MATT IBACH3 | 233 EAST 13TH STREET APARTMENT 2302 CHICAGO, IL 60605 | CONTINENTAL AMERICAN INSURANCE COMPANY | $467 | — | $467 | 0.13% |
| JEANETTE VERONICA HARRIS3 Filed as: JEANETTE HARRIS | 950 WEST NORTON AVENUE SUITE 201 MUSKEGON, MI 49441 | CONTINENTAL AMERICAN INSURANCE COMPANY | $366 | — | $366 | 0.10% |
| JOSEPH A NASCA3 | 28081 WEST MAPLE AVENUE BARRINGTON, IL 60010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $350 | — | $350 | 0.10% |
| ANNA MARINEZ3 Filed as: ANNA NIKERINA | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $344 | — | $344 | 0.10% |
| ORISSA CLAVER3 | 39 EAST DIVISION STREET 373 B CHICAGO, IL 60610 | CONTINENTAL AMERICAN INSURANCE COMPANY | $289 | — | $289 | 0.08% |
| ANDREW CASPERSON3 Filed as: ANDREW W CASPERSON AND ASSOCIATES L | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $274 | — | $274 | 0.08% |
| REINALDO UGARTE3 | 1423 WEST CORTEZ STREET 3RD FLOOR CHICAGO, IL 60642 | CONTINENTAL AMERICAN INSURANCE COMPANY | $251 | — | $251 | 0.07% |
| ABELARDO RODRIGUEZ3 | 1127 NORTH CHRISTIANA AVENUE 2ND FLOOR CHICAGO, IL 60651 | CONTINENTAL AMERICAN INSURANCE COMPANY | $249 | — | $249 | 0.07% |
| ERIC J SPENGEL3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $228 | — | $228 | 0.06% |
| WILLIAM M WARDLAW JR3 | 368 WEST PIKE STREET SUITE 207 LAWRENCEVILLE, GA 30046 | CONTINENTAL AMERICAN INSURANCE COMPANY | $202 | — | $202 | 0.06% |
| ORA M ANDERSON3 | 630 NORTH HAMLIN AVENUE CHICAGO, IL 60624 | CONTINENTAL AMERICAN INSURANCE COMPANY | $186 | — | $186 | 0.05% |
| ALBERT SHUST3 | 30 KNIGHTSBRIDGE ROAD BUILDING 6 SUITE 603 PISCATAWAY, NJ 08854 | CONTINENTAL AMERICAN INSURANCE COMPANY | $168 | — | $168 | 0.05% |
| MIKE S GAYNOR3 | 8672 SHOREWAY DRIVE SOUTHWEST BYRON CENTER, MI 49315 | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | — | $158 | 0.04% |
| DINA L LONGTIN3 | 233 EAST 13TH STREET 2302 CHICAGO, IL 60605 | CONTINENTAL AMERICAN INSURANCE COMPANY | $155 | — | $155 | 0.04% |
| JOANNA M ROCKWELL3 | 303 WEST ERIE STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $147 | — | $147 | 0.04% |
| MATTHEW R LORENZ3 | 1021 PROSPECT POINT ROAD JORDAN, MN 55352 | CONTINENTAL AMERICAN INSURANCE COMPANY | $102 | — | $102 | 0.03% |
| TREVOR FENNELL3 Filed as: TREVOR R FENNELL | 820 NORTH ORLEANS STREET SUITE 405 CHICAGO, IL 60610 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.03% |
| CHRISTOPHER R CORDON3 | 1219 SOUTH 61ST COURT CICERO, IL 60804 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.03% |
| ROBERT J AURIN3 Filed as: ROBERT M LANE | 303 WEST ERIE STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $95 | — | $95 | 0.03% |
| WILLIE C DOSS3 | 103 HIGHPOINT DRIVE APARTMENT 208 ROMEOVILLE, IL 60446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $88 | — | $88 | 0.02% |
| KARINA A WINDEL3 | 235 WEST VAN BUREN #3915 CHICAGO, IL 60607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $87 | — | $87 | 0.02% |
| MICHAEL A STRANG3 | 2810 WEST 100TH PLACE EVERGREEN PARK, IL 60805 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.02% |
| ALEXANDER KINSEL3 | 7301 NORTH SHERIDAN ROAD CHICAGO, IL 60626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $69 | — | $69 | 0.02% |
| NIKERINA INC3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.02% |
| YESENIA A SANCHEZ3 Filed as: YESENIA A HERNANDEZ | 6715 SOUTH KEELER STREET CHICAGO, IL 60629 | CONTINENTAL AMERICAN INSURANCE COMPANY | $61 | — | $61 | 0.02% |
| ADRIANA MENDIETA3 Filed as: ADRIANA M GARCIA | 6715 SOUTH KEELER AVENUE CHICAGO, IL 60629 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.02% |
| DARIEL J STACK3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.02% |
| QINGYU CAI3 | 556 WEST 29TH STREET CHICAGO, IL 60616 | CONTINENTAL AMERICAN INSURANCE COMPANY | $56 | — | $56 | 0.02% |
| DAVE L SKJEFTE3 | 395 5TH AVENUE GRANITE FALLS, MN 56241 | CONTINENTAL AMERICAN INSURANCE COMPANY | $53 | — | $53 | 0.01% |
| JASON P TIPPY3 | 2729 NORTH MAGNOLIA AVENUE CHICAGO, IL 60614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $52 | — | $52 | 0.01% |
| DAVID R SUTTER3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $49 | — | $49 | 0.01% |
| JOSHUA Y HADDAD3 | 3900 NORTH SHERIDAN ROAD CHICAGO, IL 60613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.01% |
| IMAN M CARTER-COWANS3 | 6616 SOUTH KENWOOD AVENUE #202 CHICAGO, IL 60637 | CONTINENTAL AMERICAN INSURANCE COMPANY | $48 | — | $48 | 0.01% |
| CAROLYN D AGRE3 | 3940 189TH AVENUE NORTHWEST NEW LONDON, MN 56273 | CONTINENTAL AMERICAN INSURANCE COMPANY | $47 | — | $47 | 0.01% |
| JULIE A PARACHE3 | 4819 WEST ADDISON STREET CHICAGO, IL 60641 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.01% |
| LEO LEMUS3 | 2422 SOUTH RIDGEWAY AVENUE CHICAGO, IL 60623 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 0.01% |
| KRISTI L HARSHBARGER3 | 545 WEST BROMPTON CHICAGO, IL 60657 | CONTINENTAL AMERICAN INSURANCE COMPANY | $42 | — | $42 | 0.01% |
| EDJUANA ROSS3 | 402 NIAGARA STREET PARK FOREST, IL 60466 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.01% |
| CRAIG WAYNE SOTTILE3 Filed as: CRAIG E EGBERT | 116 EAST 5TH STREET CHASKA, MN 55318 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.01% |
| JOHN PAUL THOMPSON SR3 | 7825 WASHINGTON AVENUE SOUTH 425 BLOOMINGTON, MN 55439 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.01% |
| STEVEN VORDERLANDWEHR3 | 2219 MCCAHILL COURT BUFORD, GA 30519 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.01% |
| ALEX HUEBNER3 | 401 WEST FULLERTON PARKWAY CHICAGO, IL 60614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.01% |
| JAMES D DUDLEY3 | 3061 EDGEWOOD COURT COLUMBUS, GA 31907 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| DANIEL POLK3 | 12430 SOUTH POST ROAD PALOS PARK, IL 60464 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: JACQUELYNN M BROWN | 1718 FREMOUT AVENUE SOUTH MINNEAPOLIS, MN 55403 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| HENRY J SAMAAN3 | 19 WEST 152 21ST PLACE LOMBARD, IL 60148 | CONTINENTAL AMERICAN INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| MICHAEL BECK3 Filed as: MICHAEL J BECK | 101 NORTH FARWELL STREET SUITE 203 EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $26 | — | $26 | 0.01% |
| THOMAS A STILLWELL3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| TRACI L NATOLI3 | 2774 COMMERCE DRIVE NORTHWEST SUITE A ROCHESTER, MN 55901 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| ROGERS BENEFIT GROUP INC3 Filed as: LACAIRA A ROGERS | 349 SOUTH KEELER AVENUE CHICAGO, IL 60624 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| DUSTIN ROBERT JOHNSON3 Filed as: DUSTIN R JOHNSON | 5300 OAKBROOK PARKWAY SUITE 350 NORCROSS, GA 30093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| GENEVIEVE E BELLON3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.01% |
| WENDY M RANKIN3 | 900 PEBBLEST ONE COURT ALPHARETTA, GA 30009 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.00% |
| THERESA NETTO PHILLIPS3 Filed as: THERESA V REDDING | 71 COUNTRY CLUB DRIVE BLOOMINGDALE, IL 60108 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.00% |
| LEE R MCGRAW3 | 9722 FALLVIEW COURT VILLA RICA, GA 30180 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| KEITH DOWNS3 | 1216 WEST GRAND CHICAGO, IL 60642 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| JEFFREY M HANSEN3 | 608 OAK COURT ST CLOUD, ME 56304 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.00% |
| MICHELLE RAE MAGUIRE3 | 17590 ITALY PATH LAKEVILLE, MN 55044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.00% |
| ALONZO D LEE3 | 4948 NORTH CHRISTIANA AVENUE APARTMENT 2 CHICAGO, IL 60625 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.00% |
| STEVEN DELISI3 | 948 NORTH LEAVITT CHICAGO, IL 60622 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| JAMAL FLEMING3 | 2208 EAST 68TH STREET APARTMENT 2N CHICAGO, IL 60649 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| MICHAEL ROBERT YURCZYK3 Filed as: MICHAEL R YURCZYK | 111 WEST JACKSON BOULEVARD 17TH FLOOR CHICAGO, IL 60604 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| JESUS D GARZA3 | 5413 SOUTH LOREL AVENUE CHICAGO, IL 60638 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| CAROL P VIAMONTE3 | 303 WEST ERIE STREET CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| ADAM THOMAS GARDNER3 Filed as: ADAM T GARDNER | 101 NORTH FARWELL STREET SUITE 203 EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| RUSSELL NOWAK3 | 8009 VALLEY DRIVE PALOS HILLS, IL 60465 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| BRIAN P MCCANN3 | 303 WEST ERIE CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| LEE J COHEN3 | 303 WEST ERIC STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: STEPHANIE V BROWN | 350 EAST 76TH STREET CHICAGO, IL 60619 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| NICOLE A MAY3 | 5050 MURPHY CANYON ROAD SUITE 150 SAN DIEGO, CA 92123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ANGELINE A MEIERDING3 | 6113 EVERGREEN DRIVE BURNSVILLE, MN 55337 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| WENDY C WHITAKER3 | 4415 WEST HARRISON STREET SUITE 503 HILLSIDE, IL 60162 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JASON P SCZEPANIAK3 | 4001 FELLAND ROAD SUITE 106 MADISON, WI 53718 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MATTIAS MINARSCH3 | 1719 NORTH HUDSON AVENUE APARTMENT 1R CHICAGO, IL 60614 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MARCY C CHOJNACKI3 | 1260 OLDE FARM ROAD APARTMENT 302 SCHAUMBURG, IL 60173 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CHRIS E DAY3 | 2315 NORTH LEAVITT STREET APARTMENT 2R CHICAGO, IL 60647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ROSS C NELSON3 | 1403 WIMBLETON WAY WAUNAKEE, WI 53597 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JACQUELINE PEREZ3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JEREMY KOOI3 | 304 WEST PARKVIEW STREET COTTAGE GROVE, WI 53527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $379 | $15K | 12.82% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $107 | $5K | 12.78% |
| THE PLEXUS GROUPE LLC3 Filed as: PLEXUS GROUPE LLC THE | 21805 WEST FIELD PARKWAY UNIT 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $139 | $5K | 15.41% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $91 | $4K | 12.79% |
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 | 105 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 405 | $36K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 490 | $31K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 490 | $119K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 490 | $38K |
| Stop-loss / reinsurancereinsurance | BLUECROSS BLUESHIELD OF ILLINOIS | 1,039 | $2.8M |
| Other(4 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 490 | $457K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,039 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.