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 | $122K |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 CONSULTANT | Actuarial; Consulting (general) Service code 11 | 900 ASHWOOD PKWY. STE 170 ATLANTA, GA 30338 | $33K |
| JAMES PRATT EIN 72-0455641 FUND ADMINISTRATOR | Employee (plan) Service code 30 | 2001 VETERANS BVLD. STE 201 KENNER, LA 70062 | $24K |
| TED SOILEAU CPA LLC EIN 45-1621265 ACCOUNTANT | Accounting (including auditing) Service code 10 | 2133 SILVERSIDE DRIVE, STE C BATON ROUGE, LA 70808 | $18K |
| ROBEIN, URANN & LUYRE EIN 72-0999672 ATTORNEY | Legal Service code 29 | 2540 SEVERN AVENUE, STE 400 METAIRIE, LA 70002 | $17K |
| 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 CUSTODIAN | Custodial (securities) Service code 19 | 1 FREEDOM VALLEY DR. OAKS, PA 19456 | $1K |
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 | 145 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 145 | $0 |
| Life insurance | SOUTHERN LIFE INSURANCE | 138 | $15K |
| Short-term disability | BLUE CROSS BLUE SHIELD OF LOUISIANA | 145 | $0 |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 145 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF LOUISIANA | 145 | $0 |
| Other | SOUTHERN LIFE INSURANCE | 138 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 145 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.