No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TED SOILEU CPA LLC EIN 45-1621265 | Accounting (including auditing) Service code 10 | 429 GOVERNMENT ST FLOOR 2 BATON ROUGE, LA 70802 | $9K |
| JEREMY PALMER EIN 61-1465429 | Accounting (including auditing) Service code 10 | 8201 VILLAGE COURT STE C BATON ROUGE, LA 70810 | $5K |
| RBC CAPITAL MARKETS, LLC EIN 41-1416330 | Custodial (securities); Account maintenance fees; Securities brokerage commissions and fees Service code 19 | 100 CRESCENT COURT, STE 1500 DALLAS, TX 75201 | $3K |
| THOMAS LOCKWOOD EIN 72-1260484 | Legal Service code 29 | 7901 WRENWOOD BLVD SUITE A BATON ROUGE, LA 70809 | $390 |
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 | 51 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 51 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.