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Form 5500 · Employee benefit plan · DEERFIELD, IL

PLANET EQUITY GROUP, LLC

Public Form 5500 records show how PLANET EQUITY GROUP, LLC (DEERFIELD, IL) structures its employee benefits. Its broker of record is BROWN & BROWN INS SERVICES. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1996256 · plan 503 · as of Jul 2026

Participants
1,500
Carriers on file
9
Disclosed commissions
$157,227
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY243December$39,362
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife992December$32,464
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY449December$27,002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY266December$24,417
UNITEDHEALTHCARE INSURANCE COMPANYVision, Stop-loss1,267December$12,681
METLIFE LEGAL PLANS136December$8,125
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability792December$5,597
LINCOLN NATIONAL LIFE INSURANCE COMPANY805December$5,018
COMBINED INSURANCELife27December$2,561

Questions

Who is PLANET EQUITY GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PLANET EQUITY GROUP, LLC's broker of record is BROWN & BROWN INS SERVICES.

What insurance carrier does PLANET EQUITY GROUP, LLC use?

PLANET EQUITY GROUP, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.

When does PLANET EQUITY GROUP, LLC's group plan renew?

The most recent Schedule A policy period for PLANET EQUITY GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PLANET EQUITY GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.