Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 06-1251791
SAMUEL, SON & CO. (USA), INC
2200 PRATT BOULEVARD · ELK GROVE VILLAGE, IL 60007
3312380654
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$4.7M
No prior year
Persons covered
4,567
No prior year
Total participants
2,743
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #516$4.7M
SAMUEL, SON & CO. (USA), INC. EMPLOYEE WELFARE BENEFITS PLAN
Mixed4,567 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #514$244K
SAMUEL, SON & CO., (USA) INC. AD&D/LIFE PLAN
Fully insured2,931 covered·3 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$203K
SAMUEL SON & CO., (USA) INC. EMPLOYEE ASSISTANCE PROGRAM
Fully insured6,170 covered·1 carrier
Primary: MORNEAU SHEPELL BDA LIMITED
Plan #515$161K
SAMUEL, SON & CO.(USA) INC. HEALTH BENEFITS PLAN
Fully insured1,065 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #502$104K
SAMUEL SON, & CO. (USA), INC. VISION CARE PLAN
Fully insured239 covered·2 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #501$0
SAMUEL, SON & SON CO., INC. WELFARE BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $3.5M | 26.1% | |
| Life | $3.0M | 21.8% | |
| Short-term disability | $3.0M | 21.8% | |
| Long-term disability | $3.0M | 21.8% | |
| Dental | $1.2M | 8.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $3.5M | 74.0% | 1 | 2 | 2,707 |
EIN 135581829 | D | $1.2M | 24.9% | 1 | 1 | 4,567 |
EIN 363739783 | Oth | $49K | 1.0% | 1 | 1 | 3,177 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC | DEER PARK, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $149K | $132K | $281K | 84.2% | 1 |
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $53K | $53K | 15.8% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan