| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | BLUECROSS BLUESHIELD OF TEXAS | $212K | $24K | $236K | 5.08% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | KAISER FOUNDATION HEALTH PLAN, INC | $36K | — | $36K | 7.60% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | BLUECROSS BLUESHIELD OF OKLAHOMA | $10K | — | $10K | 3.13% |
| RESOURCE BROKERAGE LLC3 | 1501 WOODFIELD RD SUITE 110E SCHAUMBURG, IL 60173 | BLUECROSS BLUESHIELD OF OKLAHOMA | $6K | — | $6K | 1.98% |
| AGM BENEFITS3 | 8550 UNITED PLAZA BLVD STE 210 BATON ROUGE, LA 70809 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20K | $538 | $21K | 17.75% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$2K | — | -$2K | -1.28% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | — | $13K | 16.12% |
| AGM BENEFITS3 | 8550 UNITED PLAZA BLVD STE 210 BATON ROUGE, LA 70809 | UNUM INSURANCE COMPANY | $11K | $308 | $11K | 16.35% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM INSURANCE COMPANY | $4K | — | $4K | 5.70% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 15.98% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM INSURANCE COMPANY | $4K | — | $4K | 10.85% |
| AGM BENEFITS3 | 8550 UNITED PLAZA BLVD STE 210 BATON ROUGE, LA 70809 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | $319 | $10K | 26.79% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 11.16% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 15.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | EYEMED VISION CARE | $3K | — | $3K | 10.05% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WEX, INC EIN 06-1593514 ADMINISTRATOR | Claims processing Service code 12 | — | $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 | 849 | 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) | 849 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 766 | $5.4M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 766 | $4.6M |
| Vision | EYEMED VISION CARE | 846 | $30K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 849 | $76K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 131 | $79K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 87 | $118K |
| Other(5 contracts, 2 carriers) | UNUM INSURANCE COMPANY | 849 | $219K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 849 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.