| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | COMBINED INSURANCE COMPANY OF AMERICA | $156K | — | $156K | 22.06% |
| ENROLLWELL LLC3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $104K | — | $104K | 14.75% |
| LUKE A ROCKWELL3 Filed as: LUKE ROCKWELL | — | COMBINED INSURANCE COMPANY OF AMERICA | $31K | — | $31K | 4.35% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY IRVIN | — | COMBINED INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 1.28% |
| ASHER MEYERS3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 1.26% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES BUCHANAN | — | COMBINED INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 1.12% |
| LAINA DEWITT3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 0.97% |
| FRANCESSA R NASCA3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 0.90% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN BAZELL | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 0.88% |
| NICKO M JACKSON3 Filed as: NICKO JACKSON | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 0.84% |
| BRENDON J PASTA3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 0.82% |
| RAYMOND B LINGLE3 Filed as: RAYMOND TOWNSEND | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.74% |
| STEPHEN GOLEMBIEWSKI3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.73% |
| JORGE COVARRUBIAS3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.69% |
| TEENA FOSTER3 Filed as: TEENA KLOTZ | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.68% |
| CAROLINE D MORNINGSTAR3 Filed as: CAROLINE R O'CONNOR | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.68% |
| JACOB ZARAYA3 Filed as: JACOB ELLIOT | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 0.68% |
| BECKY ASARE3 Filed as: BECKY B CLARK | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 0.63% |
| SHERRI BARHAM3 Filed as: SHERRI A RICHARDSON | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 0.58% |
| AUSTIN L OLESEN3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 0.56% |
| COLLEEN PETERS3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 0.55% |
| LARRY D DENNY3 Filed as: LARRY GIRTLEY | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 0.51% |
| DAVID J MCCLELLAN3 Filed as: DAVID R OSBORN | — | COMBINED INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 0.47% |
| MICHAEL J MALLOY3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 0.40% |
| JORDAN MAHER3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 0.39% |
| STEALTH PARTNER GROUP LLC3 | 18700 N HAYDEN ROAD SUITE 405 SCOTTSCALE, AZ 85255 | HCC LIFE INSURANCE COMPANY | — | $26K | $26K | 4.93% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $84K | — | $84K | 16.35% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $285 | $285 | 0.06% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | COMBINED INSURANCE COMPANY OF AMERICA | $95K | — | $95K | 30.70% |
| ENROLLWELL LLC3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $65K | — | $65K | 20.87% |
| ASHER MEYERS3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $11K | — | $11K | 3.63% |
| RAYMOND B LINGLE3 Filed as: RAYMOND TOWNSEND | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 2.07% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN BAZELL | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 1.98% |
| FRANCESSCA R NASCA3 Filed as: FRANCESSCA NASCA | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 1.94% |
| THE JAMES B OSWALD COMPANY3 Filed as: JAMES BUCHANAN | — | COMBINED INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 1.79% |
| LAINA DEWITT3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 1.71% |
| NICKO M JACKSON3 Filed as: NICKO JACKSON | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 1.69% |
| DAVID J MCCLELLAN3 Filed as: DAVID OSBORN | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 1.63% |
| JACOB ZARAYA3 Filed as: JACOB ELLIOT | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 1.58% |
| LUKE A ROCKWELL3 Filed as: LUKE ROCKWELL | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 1.53% |
| TEENA FOSTER3 Filed as: TEENA KLOTZ | — | COMBINED INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 1.48% |
| BRENDON J PASTA3 Filed as: BRENDON PASTA | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 1.44% |
| GARY WOOD ASSOCIATES, INC.3 Filed as: GARY IRVIN | — | COMBINED INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 1.13% |
| STEPHEN GOLEMBIEWSKI3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 0.89% |
| CAROLINE D MORNINGSTAR3 Filed as: CAROLINE O'CONNOR | — | COMBINED INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 0.89% |
| JORDAN MAHER3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.75% |
| AUSTIN & CO INC3 Filed as: AUSTIN OLESEN | — | COMBINED INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.71% |
| LARRY D DENNY3 Filed as: LARRY GIRTLEY | — | COMBINED INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.59% |
| MICHAEL C WALKER3 Filed as: MICHAEL MALLOY | — | COMBINED INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 0.56% |
| JORGE COVARRUBIAS3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 0.46% |
| SHERRIE LYNN BUCHANAN3 Filed as: SHERRIE RICHARDSON | — | COMBINED INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 0.35% |
| COLLEN LAPRADE3 Filed as: COLLEN PETERS | — | COMBINED INSURANCE COMPANY OF AMERICA | $821 | — | $821 | 0.27% |
| BECKY CLARK3 | — | COMBINED INSURANCE COMPANY OF AMERICA | $524 | — | $524 | 0.17% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | VISION SERVICE PLAN | $10K | — | $10K | 9.88% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | PAN-AMERICAN LIFE INSURANCE COMPANY | $11K | — | $11K | 13.59% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | — | $6K | 9.52% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF AL EIN 63-0103830 ADMINISTRATOR | Contract Administrator Service code 13 | — | $466K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CLAIMS PROCESSING | Claims processing Service code 12 | — | $42K |
| THE PLEXUS GROUPE LLC EIN 22-1211670 BROKER | Other commissions Service code 55 | — | $13K |
| COMPSYCH EIN 35-3739783 ADMINISTRATOR | Contract Administrator Service code 13 | — | $10K |
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 | 1,350 | 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) | 1,350 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PAN-AMERICAN LIFE INSURANCE COMPANY | 161 | $83K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 363 | $59K |
| Vision | VISION SERVICE PLAN | 909 | $97K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,350 | $517K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,350 | $517K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,350 | $517K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 596 | $620K |
| Other(4 contracts, 3 carriers) | COMBINED INSURANCE COMPANY OF AMERICA | 4,867 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,867 | — |
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.