Plan Ledger DOL Form 5500 · updated monthly

Captive Resources, LLCbenefits

Captive Resources, LLC Employee Benefits Plan · ITASCA, IL · plan year 2025

Broker compensation reported · 2025
$67,997

Captive Resources, LLC's benefits plans covered 522 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $67,997 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $130 per covered person, below the median for employer plans that report broker pay. Broker pay rose 34% from $50,609 in 2024.

Insurance contracts · 20258
VISION SERVICE PLAN · visionpremiums n/a · 382 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 522 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 522 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 265 covered
MUTUAL OF OMAHA INSURANCE COMPANYpremiums n/a · 492 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 522 covered
AFLAC · health lifepremiums n/a · 32 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 522 covered
Brokers & agents paid · 202512
ALLIANT INSURANCE SERVICES INC$38,412 · incl $9,146 fees
ALLIANT SERVICES INC$21,207 · incl $4,734 fees
DEBORAH GUILBEAULT$2,168 · incl $317 fees
CAPTIVE RESOURCES INS SERVICES INC$1,454
OVERBECK INSURANCE SERVICES$263 · incl $32 fees
ZUREK & ASSOCIATES LLC$188 · incl $32 fees
3KZ LLC$150
M BRIGHT LLC$78
DEVOSS INSURANCE AGENCY LLC$2
BEAULIEU BENEFITS INC$2
27 individual agents · names withheld$1,216

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Alliant5
Hims, Inc. CA$1,599,375
Fpi Management CA$1,475,757

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 300073596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.