Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$958K
- Prescription drug$958K
- Dental$68K
- Long-term disability$42K
- Life$33K
- Vision$8K
Sponsor portfolio
HEARD MCELROY & VESTAL, L.L.C.
EIN 72-0398470accountingLatest filing 2025
Plans
2
Retirement
1
$34.2M assets
Welfare
1
$1.1M premiums
Participants
356
333 TEXAS STREET, SUITE 1525 - SHREVEPORT, LA 71101318-429-1525hmvcpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 381 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- STANDARD INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
82%top
- FAIRWAY PARTNERS LLC82%
- ASSUREDPARTNERS14%
- ROGERS BENEFIT GROUP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HEARD, MCELROY & VESTAL, L.L.C. 401(K) PROFIT SHARING PLAN
401k
Assets$34.2M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
HEARD MCELROY & VESTAL, L.L.C. HEALTH PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEARD, MCELROY & VESTAL, L.L.C. 401(K) PROFIT SHARING PLAN | 401k | $34.2M | 208 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | HEARD MCELROY & VESTAL, L.L.C. HEALTH PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 381 | 2025 |
Retirement plans
Welfare plans