# ORIGIN BANK WRAP PLAN

Health and welfare plan sponsored by **ORIGIN BANK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ORIGIN BANK |
| EIN | 720124870 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | RUSTON, LA |
| Industry | banking |
| Funding | mixed |
| Total premiums | $830K |
| Participants | 874 |
| Persons covered | 1,393 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Life, LTD, Other |
| AFLAC | Other |
| PRINCIPAL FINANCIAL GROUP | Vision |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| FORTH INSURANCE, LLC | CONTINENTAL AMERICAN INSURANCE COMPANY |
| RACHEL THERIOT CURRY | CONTINENTAL AMERICAN INSURANCE COMPANY |
| JEANNE LANDRY | CONTINENTAL AMERICAN INSURANCE COMPANY |
| LEILANI THERIOT | CONTINENTAL AMERICAN INSURANCE COMPANY |
| KEITH WILLIAM BELLE | CONTINENTAL AMERICAN INSURANCE COMPANY |
| GIS BENEFITS INC | PRINCIPAL LIFE INSURANCE COMPANY |
| DAVISON BENEFITS GROUP, LLC | METROPOLITAN GENERAL INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/720124870-501
- Cite as: PlanOptica, https://planoptica.com/welfare/720124870-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers