Form 5500 · Employee benefit plan · CHICAGO, IL
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Public Form 5500 records show how KOVITZ INVESTMENT GROUP PARTNERS, LLC (CHICAGO, IL) structures its employee benefits. Its broker of record is THE PLEXUS GROUPE LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-5657416 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Dental | 634 | December | $236,238 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 384 | December | $15,230 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 256 | December | $9,347 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 82 | December | $5,108 |
Questions
Who is KOVITZ INVESTMENT GROUP PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, KOVITZ INVESTMENT GROUP PARTNERS, LLC's broker of record is THE PLEXUS GROUPE LLC.
What insurance carrier does KOVITZ INVESTMENT GROUP PARTNERS, LLC use?
KOVITZ INVESTMENT GROUP PARTNERS, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 4 disclosed carriers.
When does KOVITZ INVESTMENT GROUP PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for KOVITZ INVESTMENT GROUP PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KOVITZ INVESTMENT GROUP PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.