| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | KAISER FOUNDATION HEALTH PLAN INC | $59K | $0 | $59K | 4.92% |
| MICHAEL HAND3 Filed as: MICHAEL DENNIS HAND | 100 CORPORATE POINTE, SUITE 210 CULVER CITY, CA 90230 | KAISER FOUNDATION HEALTH PLAN INC | $4K | $0 | $4K | 0.35% |
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $50K | $0 | $50K | 4.61% |
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $2K | $19K | 14.07% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 2520 NORTHWINDS PARKWAY, SUITE 600 ALPHARETTA, GA 30009 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $2K | $8K | 5.93% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 Filed as: BOON CHAPMAN BENEFIT ADMIN. | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 4.24% |
| THE PLEXUS GROUPE LLC3 | 21805 WEST FIELD PARKWAY, SUITE 300 DEER PARK, IL 60010 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1K | $120 | $1K | 14.12% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS, INC. | 2520 NORTHWINDS PARKWAY, SUITE 600 ALPHARETTA, GA 30009 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $355 | $142 | $497 | 5.92% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 Filed as: BOON CHAPMAN BENEFIT ADMINISTRATION | PO BOX 9201 AUSTIN, TX 78766 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $355 | $355 | 4.23% |
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 | 127 | 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) | 127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 131 | $2.3M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 298 | $144K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 131 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 298 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.