Our Employee Benefits team customizes solutions to help recruit and retain the best employees.

The Plexus Groupe believes in partnering with clients on customizing innovative employee benefits solutions. We offer differentiated expertise and advanced resources in a wide range of benefit matters.

We provide logical program structure and design options tailored to meet your business goals. We will leverage our industry expertise and extensive carrier relationships to customize a benefits program that is right for your company and employees.

Our services include: consulting, technology services, employee communications, data analytics, compliance, human resources consulting and outsourcing services.

You deserve a trusted partner and advocate who will work in your best interest. Let our team assist you with the following employee benefits services:

  • Medical

  • Dental

  • Pharmacy

  • Disability

  • FMLA


  • Telemedicine

  • Long-Term Care

  • Onsite Clinics

  • Stop-Loss

  • Vision

  • Group Life and Accidental Death and Dismemberment Coverage (AD&D), including Supplemental Life and AD&D

  • Voluntary Products (Accident, Critical Illness, Legal, Identity Theft, Auto/Home, Travel Accident Coverage, etc.)

  • Employee Assistance Programs (EAPs)

  • Flexible Spending Accounts (FSAs)

  • Discount Programs

  • Wellness Programs

The Plexus Groupe is proud to offer:


The Plexus Groupe’s OneLife Employee Assistance Program is a comprehensive, innovative resource that helps reduce employee absenteeism, engagement and retention, happiness and productivity by navigating work and life challenges. OneLife, an external broad-based plan, offers practical real-world solutions in a confidential, safe and supportive environment. This quality, cost-effective service provides integrative support for management and supervisors, providing the tools they need to address issues and lower absenteeism and turnover. The Plexus Groupe OneLife EAP is the clear choice for providing effective and efficient intervention options to care for a company’s most valuable asset, its employees.

Work Shield, an ERISA-qualified solution, acts as an employer harassment protection plan providing an independent, trusted and secure platform for employees to report an incident, investigated by a third party who then recommends an outcome based on findings.

Our Property & Casualty experts innovate risk solutions that empower success.

The Plexus Groupe is committed to helping growth-oriented companies improve cost efficiencies, reduce balance sheet exposures and protect valuable assets.

We have a multi-disciplinary team of specialists who analyze your risk exposures, loss history and contractual agreements. We will review your policies, make recommendations for improvement, and tailor a risk transfer program to your specific needs.


Our professionals in the property & casualty practice possess expansive knowledge and experience in a number of industry groups, providing our clients with effective risk management, insurance program design, and coverage placement.

Some of those industries include:

  • Affordable Housing

  • Business Services

  • Commercial Real Estate

  • Construction/Contracting

  • Distribution

  • Educational Institutions

  • Energy

  • Financial Services

  • Healthcare

  • Mining

  • Hospitality and Leisure

  • Life Sciences

  • Logistics/Freight Forwarding

  • Industrial Manufacturing

  • Maritime

  • Motor Sports

  • Private Equity

  • Railroad Liability/Stock

  • Retail

  • Social Services

  • Technology

  • Transportation

  • Tribal Nations

  • Restaurants

  • Advanced Manufacturing

  • Telecommunications

  • Vehicle Service Centers

  • Property Management and Developement


Our claims administration and advocacy practice provide clients with a single, readily available point of access to carriers for all lines of coverage. We have the claims and legal expertise to address a wide variety of losses, and the industry relationships to work with adjusters, third party administrators, attorneys and others to ensure claims are handled timely, efficiently and prudently.


We provide consulting and insurance placement services for the following unique risk management programs, including:

  • Captives (Group, Single Parent, Cell)

  • Difference in Conditions (DIC) Programs

  • Large Deductibles/Loss Sensitive

  • Multi-National Property Programs

  • Quota-Share and Layered Property


  • Risk Financing/Alternative Risk

  • Self-Insurance (Specific and Aggregate)

  • Stock Throughput Programs

  • Transactional Insurance Products (M&A)

  • Umbrella and Excess Liability Towers

  • Builder’s Risk

  • Commercial Automobile

  • Commercial Crime (including employee dishonesty and computer fraud)

  • Commercial General Liability

  • Commercial Property/Business Interruption

  • Directors and Officers Liability

  • Employment Practices Liability

  • Equipment Breakdown

  • Fiduciary Liability

  • International Coverages (Admitted and Non-Admitted Programs, Defense Base Act)

  • Kidnap, Ransom & Extortion

  • Inland Marine, Ocean Marine & Cargo

  • Marine Liability

  • Hull and Protection & Indemnity

  • Cyber: Network Security and Privacy

  • Patent and Copyright Infringement

  • Political Risk Insurance

  • Pollution Liability

  • Product Recall

  • Professional Liability/Errors and Omissions

  • Railroad Liability

  • Railroad Protective and Stock

  • Surety and Bonding

  • Trade Credit

  • Umbrella and Excess Liability

  • Worker’s Compensation and Employer’s Liability

  • Master Controlled Programs

Need Cyber Coverage?

Click HERE for a Cyber Liability Indication Request

Click here to download our FREE Loss Control Guide for Restaurants

The Plexus Private Client Solutions team protects the life’s work of successful individuals and their families.

Plexus Private Client Solutions designs solutions for insurance challenges that face successful individuals and families. We understand that greater financial success often leads to a greater need for protection — not just for the home, cars or other physical assets, but also for the family name, reputation and legacy.

We know that personal insurance is more than just finding the cheapest policy. We identify and evaluate exposures and provide solutions that are based on more than twenty years of experience in this specialized segment.


Whether it’s for a bump in the parking lot or foot of water in your basement, filing an insurance claim can be stressful and inconvenient. We encourage our clients to contact our office during this difficult time so we can assist them in getting their lives back to normal as soon as possible.


  • Group Personal Umbrella

  • High-Risk Homes (located in areas where hurricanes, earthquakes, fires and floods are common)

  • Family Office

  • Expatriate Executives

  • Multi-State Exposures

  • Large collections of fine art, jewelry and other valuables


  • Homeowner’s - including vacation, rental and international locations

  • Automobile - including exotic, antique and collectible vehicles

  • Personal Umbrella - with limits up to $50 million

  • Watercraft

  • Personal Articles - jewelry, fine art, wine collections, etc.

  • Domestic Workers’ Compensation and Employment Practice Liability

  • Special Events - weddings, anniversaries, bar and bat mitzvahs


Our Mergers & Acquisitions experts deliver diligent service and risk knowledge to ensure success for every deal.

In the mergers & acquisitions world, each transaction is unique, and the treatment of the known and unknown liabilities may ultimately determine the level of economic success for both parties to the transaction.

Identifying and valuing risk — and making recommendations for transferring the risk via an insurance vehicle, contractually or financially — is a primary value The Plexus Groupe provides for our clients, including our private equity and venture capital partners.

While The Plexus Groupe is one of the many subject matter experts included on the deal team, the risk identification and transfer role we provide is extraordinarily important. We will immerse ourselves in the target’s operations, contracts, historical insurance programs (past and current) and claim history.

We analyze the target company’s program structures with respect to risk management and commercial insurance, employee benefits and retirement plans to identify risk-related speed bumps that may derail the transaction. Further, the risk assessment includes post-close budgeting to ensure insurance-related expenses are appropriately identified.

Post transaction, we recognize the episode requires a flexible, custom approach as deployed in the pre-close due diligence process, to ensure the employees and balance sheet are protected appropriately for the risks assumed by the investment firm and new operating company. Managing the private equity and portfolio company relationship collaboratively is crucial to bringing efficient resolution to challenges that arise at the portfolio company level. We deliver upon this unique dynamic with a high degree of technical cost-benefit analysis, attention to detail, and thorough, precise communication.

Addressing both sides of the transaction with the same service commitment to communication and innovation allows The Plexus Groupe to realize our ultimate objective: ensuring that our clients realize maximum value at exit.

The Plexus Global Network spans the world to protect client exposures anywhere.


In 2015, The Plexus Groupe launched its own international broker network to support its growing international client base.

The Plexus Groupe Global Network has independent broker relationships and network affiliates in 130 countries to serve our clients’ exposures worldwide. This expansive network provides global regulatory compliance among other services in 70 contracted countries with clients represented on five continents.

Plexus Technology Service’s experts engineer systems that facilitate business.

Plexus Technology Services can provide the electronic benefits assistance you need, including a comprehensive, stand-alone solution for IRS Affordable Care Act compliance for Forms 1094-C and 1095-C.

As an IRS Certified Software Developer and Transmitter, The Plexus Groupe provides the following ACA IRS services:

  • Employee data collection from payroll, human resource information systems (HRIS) and medical carriers

  • Importation, audit, interpretation, testing, review, and validation for IRS Forms 1094-C and 1095-C

  • Review meetings with clients to ensure accuracy of data

  • Preparation, review and generation of Forms 1094-C and 1095-C

  • Secure electronic filing to the IRS

  • Distribution of Form 1095-C to employees

In addition to ACA filing services, The Plexus Groupe offers expertise in numerous other technological services and functions, including:

  • Technology consulting for HRIS and benefits administration systems

  • Benefit premium reconciliation services and allocation reporting (by location, department, cost center, etc.)

  • Benefit premium vs. payroll deduction auditing and reporting

  • Benefit carrier eligibility file feeds (EDI 834)

  • Benefit administration services

  • Benefit process design and documentation

  • RFP services - benefit administration and HRIS systems

  • Ad hoc IT consulting and support

The Plexus Financial Services, LLC team helps your organization find the perfect retirement solution.

Plexus Financial Services, LLC provides independent advice for retirement plans. We assist employers with their fiduciary obligations and help plan participants pursue their financial goals.

Plexus Financial Services, LLC can customize the following plans according to your objectives:

  • 401(k) Plans

  • 403(b) Plans

  • 457 Plans

  • Defined Benefit Plans

  • Profit Sharing Plans

  • Non-Qualified Plans

In addition to the various plans offered, Plexus Financial Services, LLC offers a variety of Retirement Services to assist in the administration of the retirement plan you choose, including:

  • 3(21) Investment Fiduciary Services

  • Fiduciary Training and Education

  • Consulting on Fund Menu Design

  • Legislative Updates

  • Investment Monitoring/Committee Meetings

  • Fund Replacements

  • Provider Search and Selection

  • Annual Fee Benchmarking

  • Plan Design and Compliance Consultation

  • Transition Management

  • Employee Education and Financial Wellness Campaigns

  • HSA Consulting/RFP Services

At Plexus Financial Services, LLC our differentiation is based on our focus on corporate retirement plan advisory services. We are an independent and objective firm, free of any proprietary constraints or conflicts of interest. We advocate for our plan sponsors and their participants, delivering best-in-class solutions for our client’s retirement planning needs and objectives.

For more information, please visit www.plexusfinancialservices.com.


General Communications Disclosure

Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. These materials are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and as a result, personal diligence should be completed before relying or acting upon the information presented. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.

This communication is strictly intended for individuals residing in the states of Alabama, Arkansas, Colorado, Georgia, Illinois, Indiana, Louisiana, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Washington, and Wisconsin and does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer.

You may request receipt of PFS’s Form ADV, Privacy Policy Statement, Code of Ethical Behavior, and/or Conflict of interest Policy at any time by written request to info@plexusfs.com. For additional details or questions regarding this or any information provided by or related to PFS please visit our website at www.plexusfinancialservices.com located at 21805 Field Parkway, Suite 320, Deer Park, Illinois 60010. To contact us by phone please call (847) 307-6222.

PFS is a wholly owned subsidiary of The Plexus Groupe LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.com, and the SIPC www.sipc.com. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Strategic. Insurance. Solutions.


With offices in Chicago, Dallas, and Oklahoma City, The Plexus Groupe is a premier independent insurance brokerage and risk management firm.

We offer our clients innovative insurance strategies and powerful professional resources to protect, preserve, and grow.