Plan Ledger DOL Form 5500 · updated monthly

Calamos Investments LLCbenefits

Calamos Asset Management Employee Benefit Program · NAPERVILLE, IL · plan year 2023

Broker compensation reported · 2023
$71,211

Calamos Investments LLC's benefits plan covered 378 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $71,211 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $188 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20235
VISION SERVICE PLAN · visionpremiums n/a · 295 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 378 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health dentalpremiums n/a · 875 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 16 covered
Brokers & agents paid · 20235
HUB INTERNATIONAL MIDWEST LIMITED$29,975 · incl $29,975 fees
HUB INTL MIDWEST LIMITED$15,854 · incl $15,854 fees
MORENCY WEIBLE & SAPA INC$19
Also brokered by HUB International5
Aspen HR Peo, LLC CA$2,072,232
Dr Horton, Inc TX$1,928,820

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 201768357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.