Plan Ledger DOL Form 5500 · updated monthly

Calamos Investmentsbenefits

Calamos Asset Management Employee Benefit Program · NAPERVILLE, IL · plan year 2025

Broker compensation reported · 2025
$66,941

Calamos Investments's benefits plans covered 403 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $66,941 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $166 per covered person, below the median for employer plans that report broker pay. Broker pay rose 1.8% from $65,782 in 2024.

Insurance contracts · 20255
VISION SERVICE PLAN · visionpremiums n/a · 313 covered
GUARDIAN · life ltdpremiums n/a · 418 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health dentalpremiums n/a · 923 covered
MASSMUTUAL LIFE INSURANCE CO. · ltdpremiums n/a · 13 covered
Brokers & agents paid · 20256
HUB INTERNATIONAL MIDWEST LTD$22,607 · incl $22,607 fees
HUB INTERNATIONAL MIDWEST LIMITED$19,944 · incl $19,944 fees
SBR SERVICES, LLC$15,532
MORENCY WEIBLE & SAPA INC$12
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 201768357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.