Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Life | Life | |
HealthRxDentalVisionSTDStop-loss | HealthRxDentalVisionSTDStop-loss |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 119 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 119 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 119 | $0 |
| Dental | BLUE CROSS BLUE SHIELD | 119 | $0 |
| Vision | BLUE CROSS BLUE SHIELD | 119 | $0 |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 119 | $11K |
| Short-term disability | BLUE CROSS BLUE SHIELD | 119 | $0 |
| Prescription drug | BLUE CROSS BLUE SHIELD | 119 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD | 119 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 119 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 CONSULTANT | Actuarial; Consulting (general) Service code 11 | 900 ASHWOOD PKWY, STE 170 ATLANTA, GA 30338 | $64K |
| BLUE CROSS BLUE SHIELD OF LOUISIANA EIN 23-7384555 CLAIMS PROCESSOR | Insurance services; Claims processing Service code 12 | P.O. BOX 98029 BATON ROUGE, LA 70898 | $63K |
| ROBEIN, URANN, SPENCER & CONGEMI EIN 72-0999672 ATTORNEY | Legal Service code 29 | 2540 SEVERN AVENUE STE 400 METAIRIE, LA 70002 | $44K |
| SEI INVESTMENT MANAGEMENT CORP EIN 04-2452803 INVESTMENT CUSTODIAN | Custodial (securities); Investment management Service code 19 | 1 FREEDOM VALLEY DRIVE OAKS, PA 19456 | $32K |
| TED SOILEAU CPA LLC EIN 45-1621265 ACCOUNTANT | Accounting (including auditing) Service code 10 | 429 GOVERNMENT ST FLOOR 2 BATON ROUGE, LA 70802 | $29K |
| MELANIE CLEMENT EIN 72-0455641 EMPLOYEE | Employee (plan) Service code 30 | 2001 VETERANS BLVD, STE 201 KENNER, LA 70062 | $13K |
| RYAN BORDELON EIN 72-0455641 FUND ADMINISTRATOR | Employee (plan) Service code 30 | 2001 VETERANS BLVD, STE 201 KENNER, LA 70062 | $5K |
| STEFANIE STRICKLIN EIN 72-0455641 FUND ADMINISTRATOR | Employee (plan) Service code 30 | 2001 VETERANS BLVD, STE 201 KENNER, LA 70062 | $2K |
| MARKS ASHTON EIN 72-0455641 EMPLOYEE | Employee (plan) Service code 30 | 2001 VETERANS BLVD, STE 201 KENNER, LA 70062 | $235 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025