No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| 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 | $168K |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 CONSULTANT | Actuarial; Consulting (general) Service code 11 | 900 ASHWOOD PKWY. STE 170 ATLANTA, GA 30338 | $58K |
| JAMES PRATT EIN 72-0455641 FUND ADMINISTRATOR | Employee (plan) Service code 30 | 2001 VETERANS BLVD. STE 201 KENNER, LA 70062 | $26K |
| ROBEIN, URANN & LURYE EIN 72-0999672 ATTORNEY | Legal Service code 29 | 2540 SEVERN AVENUE, STE 400 METAIRIE, LA 70002 | $23K |
| TED SOILEAU, CPA, LLC EIN 45-1621265 ACCOUNTANT | Accounting (including auditing) Service code 10 | 2133 SILVERSIDE DR., STE C BATON ROUGE, LA 70808 | $16K |
| SEI INVESTMENT MANAGEMENT CORP EIN 04-2452803 INVESTMENT | Investment management Service code 28 | 1 FREEDOM VALLEY DRIVE OAKS, PA 19456 | $13K |
| SEI PRIVATE TRUST COMPANY EIN 23-3060382 INVESTMENT CUSTODIAM | Custodial (securities) Service code 19 | 1 FREEDOM VALLEY DR. OAKS, PA 19456 | $1K |
| DIANE RODDY EIN 72-0542804 CLERICAL | Employee (plan) Service code 30 | 2001 VETERANS BLVD., STE 201 KENNER, LA 70062 | $381 |
| ISSAC GUTIERREZ EIN 72-0542804 CLERICAL | Employee (plan) Service code 30 | 2001 VETERANS BLVD., STE 201 KENNER, LA 70062 | $314 |
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 | 169 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 169 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHEILD OF LOUISIANA | 170 | $1.9M |
| Life insurance | SOUTHERN NATIONAL LIFE INSURANCE | 162 | $15K |
| Short-term disability | BLUE CROSS BLUE SHEILD OF LOUISIANA | 170 | $1.9M |
| Prescription drug | BLUE CROSS BLUE SHEILD OF LOUISIANA | 170 | $1.9M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHEILD OF LOUISIANA | 170 | $1.9M |
| Other | SOUTHERN NATIONAL LIFE INSURANCE | 162 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 170 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.