No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 CONTRACT | Claims processing; Insurance agents and brokers Service code 12 | PO BOX 27810 MINNEAPOLIS, MN 55427 | $111K |
| MANAGEMENT SEVEN, LLC EIN 05-0563747 CONTRACT | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 145 N HIGHLAND DRIVE MANY, LA 71449 | $42K |
| ERICKSEN KRENTEL, LLP EIN 72-0549733 CONTRACT | Accounting (including auditing) Service code 10 | 4227 CANAL ST NEW ORLEANS, LA 70119 | $11K |
| BROUSSARD & COMPANY CPA'S, LLC EIN 72-1447940 CONTRACT | Accounting (including auditing) Service code 10 | 127 W BROAD STREET, STE 800 LAKE CHARLES, LA 70601 | $6K |
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 | 174 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 174 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SYMETRA LIFE INSURANCE COMPANY | 203 | $311K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 203 | $311K |
| Prescription drug | SYMETRA LIFE INSURANCE COMPANY | 203 | $311K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 203 | $311K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 203 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.