| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS AND FARR AGENCY INC. | 2200 TOWER DR. MONROE, LA 71201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $7K | $7K | 4.68% |
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS AND FARR AGENCY INC | 2200 TOWER DR. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $108 | $5K | 10.61% |
| TERRELL & COMPANY INC3 Filed as: TERRELL AGENCY INC. | 242 GULFWAY DR. HACKBERRY, LA 70645 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $979 | — | $979 | 2.01% |
| ANN LAURA TRICHEL3 | 223 CREEKSTONE DR. WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $553 | $145 | $698 | 1.43% |
| FRENCH INSURANCE GROUP INC3 Filed as: FRENCH INSURANCE GROUP | P.O. BOX 14806 MONROE, LA 71207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $529 | — | $529 | 1.09% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 201 WILDWOOD DR. HAMMOND, LA 70401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $164 | $44 | $208 | 0.43% |
| BENJAMIN AUSTIN3 | 9523 COVE CIRCLE SHREVEPORT, LA 71118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $124 | $14 | $138 | 0.28% |
| BSK BENEFITS PLUS LLC3 Filed as: BSK BEENEFITS PLUS LLC | 205 PINECREST DR. COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | — | $104 | 0.21% |
| EDNEY ENTERPRISES LLC3 | 22873 COUNTY RD. 3107 GLADE WATER, TX 75647 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $21 | $58 | 0.12% |
| KATHERINE C WOOD3 Filed as: KATHERINE ROBERTS NOLA | 2102 POPE ST. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $36 | $6 | $42 | 0.09% |
| PATRICIA T WATT3 Filed as: PATRICIA WATT | 6178 RODEO DR. BASTROP, LA 71220 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | $2 | $36 | 0.07% |
| MARK SQUIRE3 | 325 ABERNATHY CIRCLE SE PALM BAY, LA 32909 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $15 | $25 | 0.05% |
| GILES CONSULTING GROUP INC3 Filed as: GILES CONSULTING GROUP INC. | 3554 FOUNTAINBLEU RD. KEITHVILLE, LA 71047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $11 | $21 | 0.04% |
| BENEFIT CONSULTING SERVICES LLC3 | 550 BOARDWALK BLVD. BOSSIER CITY, LA 71111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.04% |
| EAST TEXAS BUSINESS SOLUTIONS LLC3 | 641 COUNTY RD 2311 MINEOLA, TX 75773 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $13 | $19 | 0.04% |
| ELEE TRICHEL3 | P.O. BOX 2447 MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.02% |
| SAMUEL PIAZZA3 | 133 CHERRY LAUREL LANE RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.02% |
| SEHC BENEFITS LLC3 | 242 SAWBRIDGE DR. RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| WILLIAM H WHATLEY3 | 2201 FORSYTHE DR. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR. THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| TODD TRICHEL3 | 223 CREEKSTONE WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MICHAEL BERRY BREWTON3 Filed as: MICHAEL BREWTON | 116 KILLGORE RD., SUITE 3 RUSTON, LA 71270 | AFLAC | $279 | — | $279 | 2.28% |
| THOMAS WAYNE FARMER Filed as: THOMAS FARMER | 1810 GLENMAR AVE. MONROE, LA 71201 | AFLAC | $252 | — | $252 | 2.06% |
| MITCHEL SHURDEN3 | 1318 AVANT RD. WEST MONROE, LA 71291 | AFLAC | $130 | — | $130 | 1.06% |
| ANITA ATKINSON3 | P.O. BOX 738 BRANDON, MS 30943 | AFLAC | $91 | — | $91 | 0.74% |
| RICHARD RUSSELL HOGAN3 Filed as: RICHARD HOGAN | 406 TREMONT DR. RUSTON, LA 71270 | AFLAC | $90 | — | $90 | 0.73% |
| RICHARD J ATKINSON3 Filed as: RICHARD ATKINSON | P.O. BOX 738 BRANDON, MS 39043 | AFLAC | $80 | — | $80 | 0.65% |
| JAMES VERGENAL3 | 911 DARTEZ DR. NEW IBERIA, LA 70563 | AFLAC | $55 | — | $55 | 0.45% |
| BLAZE FREMIN3 | P.O. BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $54 | — | $54 | 0.44% |
| JAMES GREG HOGUE3 Filed as: JAMES HOGUE | P.O. BOX 2301 MONROE, LA 71207 | AFLAC | $52 | — | $52 | 0.42% |
| CRUSER MARKETING INC3 Filed as: CRUSER MARKETING INC. | 7516 BLUEBONNET BLVD. 116 BATON ROUGE, LA 70810 | AFLAC | $35 | — | $35 | 0.29% |
| SKYE A VERGENAL3 Filed as: SKYE VERGENAL | 900 PIERREMONT RD. STE 114 SHREVEPORT, LA 71106 | AFLAC | $29 | — | $29 | 0.24% |
| D P SMITH3 Filed as: D SMITH | P.O. BOX 16671 JACKSON, MS 39236 | AFLAC | $29 | — | $29 | 0.24% |
| WANDA GATES3 | 201 DOVER DR. LAFAYETTE, LA 70503 | AFLAC | $27 | — | $27 | 0.22% |
| FRED SALVO ASSOC PA3 | 141 TOWNSHIP AVE. STE 203 RIDGELAND, MS 39157 | AFLAC | $19 | — | $19 | 0.16% |
| AON CONSULTING INC3 Filed as: C HEWITT INC. | 309 NEW POINTE STE B RIDGELAND, MS 39157 | AFLAC | $18 | — | $18 | 0.15% |
| ANGELA MARIE VERGENAL3 Filed as: ANGELA VERGENAL | 911 DARTEZ DR. NEW IBERIA, LA 70563 | AFLAC | $17 | — | $17 | 0.14% |
| JOSHUA L CLINE3 Filed as: JOSHUA CLINE | 4 COUNTRY PL PEARL, MS 39208 | AFLAC | $15 | — | $15 | 0.12% |
| CARMEN VIDRINE3 | 936 OLD SPANISH TRAIL SCOTT, LA 70583 | AFLAC | $13 | — | $13 | 0.11% |
| JENNIFER MARIE MALLEY3 Filed as: JENNIFER MALLEY | 5354 S. FRONTAGE RD. E. JACKSON, MS 39212 | AFLAC | $12 | — | $12 | 0.10% |
| D AND V BUTLER INC3 Filed as: D AND V BUTLER | 601 CRESCENT BLVD. STE 102 RIDGELAND, MS 39157 | AFLAC | $11 | — | $11 | 0.09% |
| JOHN D BODKER3 Filed as: JOHN BODKER | 11230 WEST AVE SUITE 3101 SAN ANTONIO, TX 78213 | AFLAC | $11 | — | $11 | 0.09% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 751 HEBRON PARKWAY STE. 220 LEWISVILLE, TX 75057 | AFLAC | $11 | — | $11 | 0.09% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR. LAFAYETTE, LA 70508 | AFLAC | $10 | — | $10 | 0.08% |
| RICHARD TYLER AKERS3 Filed as: RICHARD AKERS | 4190 WAVERLY RD. WEST POINT, MS 39773 | AFLAC | $9 | — | $9 | 0.07% |
| TIMOTHY VICE3 | 5118 NORTHSIDE RD. NEW IBERIA, LA 70563 | AFLAC | $7 | — | $7 | 0.06% |
| WALLACE B SANDERS JR3 Filed as: WALLACE SANDERS JR. | 15 NORTHTOWN DR., STE C JACKSON, MS 39211 | AFLAC | $6 | — | $6 | 0.05% |
| ROBERT T GRIFFIN3 Filed as: ROBERT GRIFFIN | 5133 CANTON HEIGHTS DR. JACKSON, MS 39211 | AFLAC | $5 | — | $5 | 0.04% |
| RICHARD R KIMBROUGH3 Filed as: RICHARD KIMBROUGH | 1972 MUIRFIELD WAY SE PALM BAY, FL 32909 | AFLAC | $5 | — | $5 | 0.04% |
| JOHN KEYS3 | 816 ANNANDALE RD. MADISON, MS 39110 | AFLAC | $3 | — | $3 | 0.02% |
| CHARLES DAVID BRAY3 Filed as: CHARLES BRAY | 2606 ROXANNE DR. PEARL, MS 39208 | AFLAC | $2 | — | $2 | 0.02% |
| MOWDY FINANCIAL LLC3 | P.O. BOX 3340 RIDGELAND, MS 39158 | AFLAC | $1 | — | $1 | 0.01% |
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 | 656 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 659 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE SERVICES, INC. | 1,134 | $227K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 977 | $163K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 885 | $25K |
| Life insurance(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 653 | $211K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 126 | $61K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 653 | $150K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE SERVICES, INC. | 1,134 | $227K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 126 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,134 | — |
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.