Plan Ledger DOL Form 5500 · updated monthly

Samuel, Son & Co. (USA), Incbenefits

Samuel, Son & Co. (USA), Inc. Employee Welfare Benefits Plan · ELK GROVE VILLAGE, IL · plan year 2025

Broker compensation reported · 2025
$333,915

Samuel, Son & Co. (USA), Inc's benefits plans covered 2,657 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $333,915 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $126 per covered person, below the median for employer plans that report broker pay. Broker pay rose 123% from $150,035 in 2024.

Insurance contracts · 20254
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 4,567 covered
COMPYSCHpremiums n/a · 3,177 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 2,707 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYpremiums n/a · 1,374 covered
Brokers & agents paid · 20252
GIS BENEFITS, INC.$52,810 · incl $52,810 fees
THE PLEXUS GROUPE, LLC$281,105 · incl $132,283 fees
Also brokered by Gis Benefits, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 061251791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.