| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY 300 DEER PARK, IL 60010 | BLUE CROSS BLUE SHIELD OF TEXAS | $17K | — | $17K | 9.21% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALITIES | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 1.11% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 0.64% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | EYEMED VISION CARE BEHALF OF FIDELITY SECURITY LIFE INS | $2K | — | $2K | 2.60% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY 300 DEER PARK, IL 60010 | ARMADACARE | $750 | — | $750 | 1.03% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALITIES | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $788 | $788 | 1.37% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $450 | $450 | 0.78% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALITIES | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $832 | $832 | 2.02% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $476 | $476 | 1.16% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY 300 DEER PARK, IL 60010 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | $2K | $4K | 16.33% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY 300 DEER PARK, IL 60010 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.41% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY 300 DEER PARK, IL 60010 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.41% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALITIES | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $153 | $153 | 1.00% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $87 | $87 | 0.57% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALITIES | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $325 | $325 | 3.15% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $186 | $186 | 1.80% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY 300 DEER PARK, IL 60010 | HARTFORD LIFE AND ACCIDENT | $1K | — | $1K | 24.99% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALITIES | 2100 ROSS AVE STE 1200 DALLAS, TX 75201 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $39 | $39 | 2.46% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES DEPT 3042 | PO BOX 123042 DALLAS, TX 75312 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $22 | $22 | 1.39% |
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 | 1,726 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,731 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 13 | $719K |
| Dental | BLUE CROSS BLUE SHIELD OF TEXAS | 726 | $181K |
| Vision | EYEMED VISION CARE BEHALF OF FIDELITY SECURITY LIFE INS | 808 | $77K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,726 | $99K |
| Short-term disability(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 9 | $9K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 707 | $161K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF TEXAS | 13 | $647K |
| Other(11 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,724 | $403K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,726 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.