Form 5500 · Employee benefit plan · ELK GROVE VILLAGE, IL
SAMUEL, SON & CO. (USA), INC
SAMUEL, SON & CO. (USA), INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE PLEXUS GROUPE LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1251791 · plan 516 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 1,374 | December | $108,029 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 2,707 | December | $40,793 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 4,567 | December | $0 |
| COMPYSCH | — | 3,177 | December | $0 |
Questions
Who is SAMUEL, SON & CO. (USA), INC's benefits broker?
Per its most recent Form 5500 Schedule A, SAMUEL, SON & CO. (USA), INC's broker of record is THE PLEXUS GROUPE LLC.
What insurance carrier does SAMUEL, SON & CO. (USA), INC use?
SAMUEL, SON & CO. (USA), INC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does SAMUEL, SON & CO. (USA), INC's group plan renew?
The most recent Schedule A policy period for SAMUEL, SON & CO. (USA), INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAMUEL, SON & CO. (USA), INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.