Plan Ledger DOL Form 5500 · updated monthly

Kovitz Investment Group Partners, LLCbenefits

Kovitz Investment Group Partners, LLC Employee Benefits Plan · CHICAGO, IL · plan year 2025

Broker compensation reported · 2025
$276,560

Kovitz Investment Group Partners, LLC's benefits plans covered 374 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $276,560 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $739 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 72% from $161,099 in 2024.

Insurance contracts · 20254
BLUECROSS BLUESHIELD OF ILLINOIS · health dentalpremiums n/a · 634 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision lifepremiums n/a · 256 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 384 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 82 covered
Brokers & agents paid · 20253
THE PLEXUS GROUPE LLC$269,229 · incl $10,637 fees
THE BALDWIN GROUP SOUTHEAST, L$6,876
WATCHOWER BENEFITS LLC$455
Also brokered by The Plexus Groupe LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 475657416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.