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Sponsor portfolio

HANNIS T. BOURGEOIS, LLP

EIN 72-0636725-accounting-Latest filing 2025
Plans
2
Retirement
1
$40.3M assets
Welfare
1
$1.5M premiums
Participants
319
2322 TREMONT DRIVE - BATON ROUGE, LA 70809225-928-4470htbcpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$40.3M - 187 part#501Fully Insured-$1.5M - 132 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$91K
  • Long-term disability$44K
  • Short-term disability$26K
  • Vision$14K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • GALLAGHER BENEFIT SERVICES, INC.55%
  • BXS INSURANCE INC45%
Total $98K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HANNIS T. BOURGEOIS, LLP PROFIT SHARING PLAN & TRUST

401k

Assets$40.3M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HANNIS T. BOURGEOIS, LLP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$1.5M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HANNIS T. BOURGEOIS, LLP PROFIT SHARING PLAN & TRUST401k$40.3M1872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HANNIS T. BOURGEOIS, LLP WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$1.5M1322025
Retirement plans
Welfare plans
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