| 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 | $156K | — | $156K | 2.35% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $90K | — | $90K | 12.44% |
| AGM BENEFITS3 | 8850 UNITED PLAZA BLVD SUITE 210 BATON ROUGE, LA 70809 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $43K | — | $43K | 5.89% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $136 | $136 | 0.02% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | VISION SERVICE PLAN | $8K | — | $8K | 9.97% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | DELTA DENTAL INSURANCE COMPANY | $38K | — | $38K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMPSYCH EIN 35-3739783 ADMINISTRATOR | Contract Administrator Service code 13 | — | $0 |
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 | 813 | 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) | 813 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 1,015 | $6.7M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 533 | $0 |
| Vision | VISION SERVICE PLAN | 488 | $76K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 813 | $724K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 813 | $724K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 813 | $724K |
| Prescription drug | BLUECROSS BLUESHIELD OF TEXAS | 1,015 | $6.7M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 845 | $736K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,015 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.