| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LTD | 3861 AMBASSADOR CAFFERY PKWY STE550 LAFAYETTE, LA 70503 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $27K | $3K | $30K | 2.37% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LTD | 3861 AMBASSADOR CAFFERY PKWY STE550 LAFAYETTE, LA 70503 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $6K | $849 | $7K | 11.43% |
| JAMI KAY FAIRCHILD3 | 6635 ANTIOCH CROSSING BATON ROUGE, LA 70517 | AFLAC | $4K | $107 | $4K | 8.73% |
| BRANTLEY R SALTER3 | 10631 MCGUIRE AVE BATON ROUGE, LA 70810 | AFLAC | $3K | $116 | $3K | 7.78% |
| ETHAN BOUILLION3 | 13675 COURSEY BLVD APT 622 BATON ROUGE, LA 70817 | AFLAC | $924 | $36 | $960 | 2.14% |
| JOHN R CAMBRE3 Filed as: JOHN CAMBRE | 10093 ISLAND ROAD VENTRESS, LA 70783 | AFLAC | $754 | $36 | $790 | 1.76% |
| DAVID MARKS3 | 3011 CANEWOOD LANE BATON ROUGE, LA 70810 | AFLAC | $387 | — | $387 | 0.86% |
| BARRY J STEWART3 | 9507 HIGH POINT RD BATON ROUGE, LA 70810 | AFLAC | $195 | — | $195 | 0.43% |
| MICHELLE D VEAL3 | 7254 EFFIE DRIVE DENHAM SPRINGS, LA 70706 | AFLAC | $113 | — | $113 | 0.25% |
| SHERRY DEAN HOMAN3 | 1307 THOMASSEE ROAD ARNAUDVILLE, LA 70512 | AFLAC | $52 | — | $52 | 0.12% |
| KIMBERLY BOURQUE SMITH3 | 642 CLARENCE CORMIER ROAD CARENCRO, LA 70520 | AFLAC | $49 | — | $49 | 0.11% |
| TYRA ANN MEEHAN3 | 12018 HAYWARDS DR MAURICE, LA 70555 | AFLAC | $49 | — | $49 | 0.11% |
| JACQUELINE BARNES3 | 5610 PLANTATION RIDGE ROAD CHARLOTTE, NC 28214 | AFLAC | $44 | — | $44 | 0.10% |
| KEITH WILLIAM BELLE3 | 302 LA RUE FRANCE STE 100 LAFAYETTE, LA 70508 | AFLAC | $26 | — | $26 | 0.06% |
| MICHAEL B MURPHY3 | 3616 SNAPDRAGON LN MCKINNEY, TX 75070 | AFLAC | $21 | — | $21 | 0.05% |
| BENJAMIN BRUNS3 | 8914 BEACON MILL DR CYPRESS, TX 77433 | AFLAC | $20 | — | $20 | 0.04% |
| JOHN THRASH3 | 1713 LOUELLA COURT HURST, TX 76054 | AFLAC | $19 | — | $19 | 0.04% |
| BLAZE J FREMIN3 Filed as: BLAZE J FREEMAN | P. O. BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $15 | — | $15 | 0.03% |
| JEFFREY C WEST3 Filed as: JEFFREY WEST | 2466 FM 1697 LEDBETTER, TX 78946 | AFLAC | $10 | — | $10 | 0.02% |
| FRANKLIN R DAVIES3 Filed as: FRANKLIN DAVIES | 201 ROYAL ABERDEEN WAY MCKINNEY, TX 75072 | AFLAC | $6 | — | $6 | 0.01% |
| BROGAN BENOIT3 | 7152 S RIVER ROAD ADDIS, LA 70710 | AFLAC | $4 | — | $4 | 0.01% |
| TERRY JAMES LAPORTE3 | 1007 HUGH DRIVE ST. MARTINVILLE, LA 70582 | AFLAC | $3 | — | $3 | 0.01% |
| ADRIAN S JOHNSON3 | 289 MONTROSE PL BOSSIER CITY, LA 71111 | AFLAC | $2 | — | $2 | 0.00% |
| RICKY POLSER3 | 1210 COUNTY ROAD 4938 LEONARD, TX 75452 | AFLAC | $1 | — | $1 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 3861 AMBASSADOR CAFFERY PKWY STE 55 LAFAYETTE, LA 70503 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $586 | $182 | $768 | 14.10% |
| AXA ASSISTANCE, USA3 Filed as: SOUTHERN NATIONAL MARKETING CO | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $272 | $272 | 5.00% |
| SOUTHERN NATIONAL LIFE INSURANCE CO3 Filed as: SOUTHERN NATIONAL LIFE INS CO, INC | 6626 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $272 | $272 | 5.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 82 | $1.3M |
| Dental | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 94 | $60K |
| Vision | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 94 | $60K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 147 | $50K |
| Short-term disability | AFLAC | 36 | $45K |
| Long-term disability | AFLAC | 36 | $45K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 82 | $1.3M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 82 | $1.3M |
| Other | AFLAC | 36 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.