| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS AND FARR AGENCY, LLC | P.O. BOX 2110 MONROE, LA 71207 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | — | $18K | 3.19% |
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS & FARR AGENCY LLC | 2200 TOWER DR. MONROE, LA 71201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $22K | $22K | 5.16% |
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS & FARR AGENCY LLC | 2200 TOWER DR. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 4.67% |
| TERRELL & COMPANY INC3 Filed as: TERRELL AGENCY INC. | 242 GULFWAY DR. HACKBERRY, LA 70645 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.66% |
| FRENCH INSURANCE GROUP INC3 Filed as: FRENCH INSURANCE GROUP INC. | 1813 ROSELAWN AVE. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.14% |
| GCS COMPANIES OF MONROE LLC3 | 1014 EMERSON ST. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $190 | $295 | 0.33% |
| KATHERINE C WOOD3 Filed as: KATHERINE ROBERTS NOLA | 2102 POPE ST. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $185 | $55 | $240 | 0.27% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR. MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | — | $196 | 0.22% |
| GROUP VOLUNTARY BENEFITS LLC3 | 29103 CHURCH OF GOD RD. SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | — | $115 | 0.13% |
| PATRICIA LYNNE MORRIS3 | 7210 WESTLAKE RD. STERLINGTON, LA 71280 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.05% |
| BENEFIT CONSULTING SERVICES LLC3 | 390 PLAZA LOOP BOSSIER CITY, LA 71111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.04% |
| ELEE TRICHEL3 | 187 PAWNEE LANE WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.03% |
| PATRICIA T WATT3 Filed as: PATRICIA T. WATT | 2650 ANITA LANE MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.02% |
| SEHC BENEFITS LLC3 | 211 SAWBRIDGE DR. RIDGELAND, MS 39157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| WHITNEY NICOLE JOHNSON3 | 2631 PLUM GROVE RD. PIONEER, LA 71266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| ANN LAURA TRICHEL3 | 223 CREEKSTONE DR. WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR. THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| MEGAN ELIZABETH TILL3 | 141 DESIARD ST. MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| CREATIVE EMPLOYEE BENEFIT SERVICES3 | P.O. BOX 83278 BATON ROUGE, LA 70884 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| THOMAS WAYNE FARMER3 | 2501 ARCADIA DR. RUSTON, LA 71270 | AFLAC | $593 | $8 | $601 | 2.15% |
| MICHAEL BERRY BREWTON3 | 116 KILLGORE RD. SUITE 3 RUSTON, LA 71270 | AFLAC | $601 | — | $601 | 2.15% |
| D H REEVES LLC3 Filed as: REEVES, COON & FUNDERBURG | P.O. BOX 15210 MONROE, LA 71207 | AFLAC | $337 | — | $337 | 1.20% |
| RICHARD RUSSELL HOGAN3 | 406 TREMONT DR. RUSTON, LA 71270 | AFLAC | $204 | — | $204 | 0.73% |
| MITCHEL SHURDEN3 Filed as: MITCHEL BRIAN SHURDEN | 309 NEW POINTE SUITE B RIDGELAND, MS 39157 | AFLAC | $168 | — | $168 | 0.60% |
| JAMES VERGENAL3 | 911 DARTEZ DR. NEW IBERIA, LA 70563 | AFLAC | $132 | — | $132 | 0.47% |
| BLAZE FREMIN3 | P.O. BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $125 | — | $125 | 0.45% |
| JAMES GREG HOGUE3 | P.O. BOX 2301 MONROE, LA 71207 | AFLAC | $124 | — | $124 | 0.44% |
| KEITH WILLIAM BELLE3 | 302 LA RUE FRANCE SUITE 100 LAFAYETTE, LA 70508 | AFLAC | $102 | — | $102 | 0.36% |
| MICHELLE A BAUGHMAN3 Filed as: MICHELLE BAUMAN | 109 BAKER ST. BROUSSARD, LA 70518 | AFLAC | $85 | — | $85 | 0.30% |
| ANITA ATKINSON3 | P.O. BOX 738 BRANDON, MS 39043 | AFLAC | $81 | — | $81 | 0.29% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR. LAFAYETTE, LA 70508 | AFLAC | $80 | — | $80 | 0.29% |
| CRUSER MARKETING INC3 Filed as: CRUSER MARKETING, INC. | 7516 BLUEBONNET BLVD. 116 BATON ROUGE, LA 70810 | AFLAC | $79 | — | $79 | 0.28% |
| RICHARD J ATKINSON3 Filed as: RICHARD J. ATKINSON | P.O. BOX 738 BRANDON, MS 39043 | AFLAC | $74 | — | $74 | 0.26% |
| SHERRY DEAN HOMAN3 | 140 RUE BEAUREGARD SUITE C LAFAYETTE, LA 70508 | AFLAC | $69 | — | $69 | 0.25% |
| TERRI RUSSELL3 Filed as: TERRI J. RUSSELL | 794 HOLMESVILLE RD. DOWNSVILLE, LA 71234 | AFLAC | $56 | — | $56 | 0.20% |
| DANIELLE CAGLE3 | 117 GREENSIDE DR. MONROE, LA 71203 | AFLAC | $43 | $8 | $51 | 0.18% |
| SHERRY DEAN HOMAN3 | 1307 THOMASSEE RD. ARNAUDVILLE, LA 70512 | AFLAC | $49 | — | $49 | 0.18% |
| ANGELA MARIE VERGENAL3 | 911 DARTEZ DR. NEW IBERIA, LA 70563 | AFLAC | $42 | — | $42 | 0.15% |
| DUPRE CARRIER GODCHAUX3 | P.O. BOX 40 OPELOUSAS, LA 70571 | AFLAC | $42 | — | $42 | 0.15% |
| MITCHEL SHURDEN3 Filed as: MITCHEL BRIAN SHURDEN | 1318 AVANT RD. WEST MONROE, LA 71291 | AFLAC | $41 | — | $41 | 0.15% |
| SKYE A VERGENAL3 Filed as: SKYE VERGENAL | 715 MALLARD CV NEW IBERIA, LA 70560 | AFLAC | $36 | — | $36 | 0.13% |
| MARCUS A THOMAS3 Filed as: MARCUS A. THOMAS | 5303 S. MASON RD. APT. 2524 KATY, TX 77560 | AFLAC | $32 | — | $32 | 0.11% |
| CARMEN VIDRINE3 Filed as: CARMEN NICOLE VIDRINE | 935 OLD SPANISH TRAIL SCOTT, LA 70583 | AFLAC | $31 | — | $31 | 0.11% |
| DAVID M COUGHLIN3 Filed as: DAVID COUGHLIN | 2229 WHITE MIST DR. LAS VEGAS, NV 89134 | AFLAC | $25 | — | $25 | 0.09% |
| AON CONSULTING INC3 Filed as: C HEWITT, INC. | 308 LAKE VILLAGE DR. MADISON, MS 39110 | AFLAC | $19 | — | $19 | 0.07% |
| TERRY JAMES LAPORTE3 | 1007 HUGH DR. SAINT MARTINVILLE, LA 70582 | AFLAC | $19 | — | $19 | 0.07% |
| JOSHUA L CLINE3 Filed as: JOSHUA L. CLINE | 394 BOTELER RD. FLORENCE, MS 39073 | AFLAC | $17 | — | $17 | 0.06% |
| BLAKE CHARLES ADAMS3 | 200 CREEKWOOD DR. LAFAYETTE, LA 70503 | AFLAC | $16 | — | $16 | 0.06% |
| DANIELLE CAGLE3 | 3705 PEGRAM CIRCLE MONROE, LA 71201 | AFLAC | $13 | — | $13 | 0.05% |
| AA GATES3 | 201 DOVER DR. LAFAYETTE, LA 70503 | AFLAC | $11 | — | $11 | 0.04% |
| ERROL B WILKEN3 Filed as: ERROL B. WILKEN | 5204 CRIAG AVE. KENNER, LA 70065 | AFLAC | $10 | — | $10 | 0.04% |
| JENNIFER MARIE MALLEY3 | 420 S. CHURCH ST. FLORENCE, MS 39073 | AFLAC | $10 | — | $10 | 0.04% |
| FRED SALVO ASSOC PA3 | 141 TOWNSHIP AVE. SUITE 303 RIDGELAND, MS 39157 | AFLAC | $10 | — | $10 | 0.04% |
| D AND V BUTLER INC3 Filed as: D AND V BUTLER, INC. | 105 LONG LEAF PLACE MADISON, MS 39110 | AFLAC | $9 | — | $9 | 0.03% |
| KIMBERLY BOURQUE SMITH3 | 642 CLARENCE CORMIER RD. CARENCRO, LA 70520 | AFLAC | $8 | — | $8 | 0.03% |
| MELISSA BOUNDS3 Filed as: MELISSA H. BOUNDS | 2723 WINNIELD RD. WEST MONROE, LA 71292 | AFLAC | $6 | — | $6 | 0.02% |
| RICHARD TYLER AKERS3 | 4190 WAVERLY RD. WEST POINT, MS 39773 | AFLAC | $6 | — | $6 | 0.02% |
| TYRA ANN MEEHAN3 | 12018 HAYWARDS DR. MAURICE, LA 70555 | AFLAC | $6 | — | $6 | 0.02% |
| TRAVIS P LEBLANC3 Filed as: TRAVIS P. LEBLANC | 1413 ODONNEL RD. NEW IBERIA, LA 70560 | AFLAC | $5 | — | $5 | 0.02% |
| ADRIAN S JOHNSON3 Filed as: ADRIAN JOHNSON | 289 MONTROSE PLACE BOSSIER CITY, LA 71111 | AFLAC | $5 | — | $5 | 0.02% |
| WALLACE B SANDERS JR3 Filed as: WALLACE B. SANDERS, JR. | 15 NORTHTOWN DR. SUITE C JACKSON, MS 39211 | AFLAC | $5 | — | $5 | 0.02% |
| RICHARD R KIMBROUGH3 Filed as: RICHARD R. KIMBROUGH | 1259 E. WINDING CREEK DR. EAGLE, ID 83616 | AFLAC | $4 | — | $4 | 0.01% |
| JOHN D BODKER3 Filed as: JOHN D. BODKER | 111230 WEST AVE. SUITE 3101 SAN ANTONIO, TX 78213 | AFLAC | $4 | — | $4 | 0.01% |
| PETER B WILKINSON JR3 Filed as: PETER B WILKINSON, JR. | 1408 LANCELOT AVE. WOLFFORTH, TX 79382 | AFLAC | $3 | — | $3 | 0.01% |
| RANDALL D LADNER3 Filed as: RANDALL P. LADNER | 6 GREENBRIAR DR. GULFPORT, MS 39507 | AFLAC | $1 | — | $1 | 0.00% |
| D P SMITH3 Filed as: D. P. SMITH | 519 SHALOM WAY FLOWOOD, MS 39232 | AFLAC | $1 | — | $1 | 0.00% |
| TIMOTH J. VICE3 | 202 PALFREY PKWY. YOUNGSVILLE, LA 70592 | AFLAC | $1 | — | $1 | 0.00% |
| BLUE CROSS BLUE SHIELD OF FLORIDA5 Filed as: BCBS SOUTH CAROLINA | 108 WHITE ASH LEXINGTON, SC 29072 | BLUE CROSS BLUE SHIELD SOUTH CAROLINA | — | $340K | $340K | — |
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 | 749 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 755 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD SOUTH CAROLINA | 1,581 | $0 |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,670 | $571K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,670 | $571K |
| Life insurance(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,670 | $1.1M |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 102 | $116K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 743 | $430K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD SOUTH CAROLINA | 1,581 | $0 |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,670 | $687K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,670 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.