| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $139K | — | $139K | 12.14% |
| ROCKWELL & ASSOCIATES3 | 303 WEST ERIE ST SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $83K | — | $83K | 7.26% |
| LUKE A ROCKWELL3 | 303 WEST ERIE STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $56K | — | $56K | 4.88% |
| RALPH H KEELER3 Filed as: RALPH E JOHNSON | 24745 W MANOR DR SHOREWOOD, IL 60404 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 0.56% |
| ALEXANDER KINSEL3 | 7301 N SHERIDAN RD CHICAGO, IL 60626 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 0.48% |
| RYAN M BEYER3 | 104 MEDINA CT EAST PEORIA, IL 61611 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 0.44% |
| DANIEL A MARINEZ3 | 303 W ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 0.41% |
| ALFREDO MALDONADO JR3 | 2837 HOME AVE BERWYN, IL 60402 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 0.40% |
| CHANTA D TORRES3 | 2815 S KILBORN AVE CHICAGO, IL 60623 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.34% |
| ANNA MARINEZ3 | 303 W ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.34% |
| RACHAEL GREEN3 | 404 NORTH LOCUSTS ST GREENVILLE, IL 62246 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.32% |
| JONATHAN L BAZELL3 | 903 ANN LABOR LN VERNON HILLS, IL 60061 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.30% |
| JANET CHRISP3 | 3134 W 84TH STREET CHICAGO, IL 60652 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.29% |
| COLIN M JONES3 | 1125 HAMPSHIRE SUITE 201 QUINCY, IL 62301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.28% |
| JAMIE L BLANKENSHIP3 | 5253 WHITE OAK DR SMITHTON, IL 62285 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.27% |
| ELINA NIKERINA3 | 1025 W 20TH PL UNIT 1 CHICAGO, IL 60668 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.26% |
| FRANCESSCA R NASCA3 | 303 W ERIE ST SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.23% |
| ROBERT W GARCIA3 | 217 ANDREW LANE SCHAUMBURG, IL 60196 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.23% |
| GIANNINA G GIL VERA3 Filed as: GIANNINA G GILVERA | 917 WEST EASTWOOD #105 CHICAGO, IL 60640 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.20% |
| MICHAEL E MCCARTHY3 | PO BOX 1047 DUNDEE, IL 60118 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.15% |
| SEENA JOHN3 | 15419 W 127TH ST LEMONT, IL 60439 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.13% |
| ANDREW CASPERSON3 | 303 W ERIE STE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.11% |
| JOHN PARISH3 | 6033 N SHERIDAN RD 15K CHICAGO, IL 60660 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.09% |
| JACOB T ARNOLD3 | 1355 N BLUFF ROAD SUITE A COLLINSVILLE, IL 62234 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.09% |
| AMBER N ARNOLD3 | 1355 N BLUFF ROAD SUITE A COLLINSVILLE, IL 62234 | CONTINENTAL AMERICAN INSURANCE COMPANY | $989 | — | $989 | 0.09% |
| DANIEL A MARINEZ3 Filed as: DANIEL MARINEZ | 303 W ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $742 | — | $742 | 0.06% |
| JOANNA M ROCKWELL3 | 303 WEST ERIE STREET SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $345 | — | $345 | 0.03% |
| ADAM C LOTTINO3 | 1244 THOMAS COURT 203 GLENDALE HEIGHTS, IL 60139 | CONTINENTAL AMERICAN INSURANCE COMPANY | $340 | — | $340 | 0.03% |
| JENNIFER L TRACY3 | 1782 BRIDLE POST DR AURORA, IL 60506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $335 | — | $335 | 0.03% |
| DONALD A GODBOLD3 | 167 LINDEN OAK PARK, IL 60302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $253 | — | $253 | 0.02% |
| CRISTINA N BETANCES3 | 4948 N BERNARD ST CHICAGO, IL 60625 | CONTINENTAL AMERICAN INSURANCE COMPANY | $246 | — | $246 | 0.02% |
| JILLIAN M OVERBECK3 | 2888 LOKER AVE EAST 210 CARLSBAD, CA 92010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $244 | — | $244 | 0.02% |
| JOCELYN BABICH3 | 758 N LARRABEE ST #432 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $133 | — | $133 | 0.01% |
| PRIA DORFMAN3 | 303 E ERIE ST SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $127 | — | $127 | 0.01% |
| STEPHEN ARNESON3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $90 | — | $90 | 0.01% |
| JOHN S HERNANDEZ3 | 303 W ERIE ST #400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | — | $74 | 0.01% |
| JOHN T POKRZYWINSKI3 | 1505 FENDER ROAD NAPERVILLE, IL 60565 | CONTINENTAL AMERICAN INSURANCE COMPANY | $67 | — | $67 | 0.01% |
| VINCENT SCALETTA3 | 4552 N OTTAWA NORRIDGE, IL 60706 | CONTINENTAL AMERICAN INSURANCE COMPANY | $47 | — | $47 | 0.00% |
| REBECCA C DOHE3 | 303 E. ERIE ST #400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.00% |
| CHARLES E DAVIS3 | 25 COURT LANE ST JOSEPH, MO 64506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.00% |
| MICHAEL J SKOFF3 | 1490 FLORA CHURCH RD KIRKLAND, IL 60146 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ROCKWELL & ASSOCIATES3 Filed as: ROCKWELL & ASSOCIATES LTD | 303 W ERIE STE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROBERT J AURIN3 | 2737 NORTH HAMPDEN COURT CHICAGO, IL 60614 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$89 | — | -$89 | -0.01% |
| JESUS FLORES3 | 303 W. ERIE ST STE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$98 | — | -$98 | -0.01% |
| KWAME A ASANTE3 | 175 WEST JACKSON BLVD SUITE 940 CHICAGO, IL 60604 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$106 | — | -$106 | -0.01% |
| SHELLEY L BURTON3 | 303 W ERIE ST CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$113 | — | -$113 | -0.01% |
| TIMOTHY JONES3 | 1423 HEIDORN AVE WESTCHESTER, IL 60154 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$204 | — | -$204 | -0.02% |
| HAROLD W WELLS & SONS INC3 Filed as: HAROLD SHEPARD | 4118 N MARMORA AVE CHICAGO, IL 60634 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$245 | — | -$245 | -0.02% |
| JAMISON MYCYK3 | 800 S WELLS ST APT 1032 CHICAGO, IL 60607 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$245 | — | -$245 | -0.02% |
| RAYMOND B LINGLE3 Filed as: RAYMOND TOWNSEND | 2219 N SEELEY UNIT 3F CHICAGO, IL 60647 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$362 | — | -$362 | -0.03% |
| ANTONIO R TRISTINO3 | 303 WEST ERIE SUITE 400 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$379 | — | -$379 | -0.03% |
| MARILYN P SIMPSON3 | 1743 N LEAVITT 402 CHICAGO, IL 60647 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$951 | — | -$951 | -0.08% |
| STEALTH PARTNER GROUP LLC3 | 18940 NORTH PIMA ROAD SUITE 210 SCOTTSCALE, AZ 85255 | HCC LIFE INSURANCE COMPANY | — | $24K | $24K | 4.65% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $61K | — | $61K | 13.51% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $245 | $245 | 0.05% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | PAN-AMERICAN LIFE INSURANCE COMPANY | $13K | — | $13K | 9.31% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | NATIONAL VISION ADMINISTRATORS, LLC | $9K | — | $9K | 10.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5K | — | $5K | 8.78% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF AL EIN 63-0103830 ADMINISTRATOR | Contract Administrator Service code 13 | — | $440K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CLAIMS PROCESSING | Claims processing Service code 12 | — | $34K |
| 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 | 1,132 | 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) | 1,132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PAN-AMERICAN LIFE INSURANCE COMPANY | 251 | $143K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 377 | $61K |
| Vision | NATIONAL VISION ADMINISTRATORS, LLC | 1,411 | $85K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,132 | $453K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,132 | $453K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,132 | $453K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 750 | $650K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,132 | $453K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,810 | — |
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.