| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 Filed as: PLEXUS DEER PARK INS AGCY LLC | 21805 FIELD PARKWAY 300 DEER PARK, IL 60010 | BLUE SHIELD OF CALIFORNIA | $84K | — | $84K | 4.61% |
| CLAREMONT BUSINESS GROUP3 | 1000 BURNETT AVE STE 440 CONCORD, CA 94520 | BLUE SHIELD OF CALIFORNIA | $37K | — | $37K | 2.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $23K | $5K | $28K | 12.10% |
| H E INSURANCE INC3 | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $54 | — | $54 | 0.02% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY #300 DEER PARK, IL 60010 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $602 | $5K | 17.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY #300 DEER PARK, IL 60010 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $579 | $3K | 11.99% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY #300 DEER PARK, IL 60010 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $395 | $3K | 12.40% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY #300 DEER PARK, IL 60010 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $815 | $167 | $982 | 12.05% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PKWY STE 300 DEER PARK, IL 60010 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $240 | $49 | $289 | 12.06% |
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 | 241 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 354 | $1.8M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 199 | $230K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 199 | $230K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 241 | $38K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 73 | $21K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 241 | $29K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 354 | $1.8M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 241 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 354 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.