| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COBBS ALLEN & HALL INC3 Filed as: COBBS, ALLEN & HALL OF LA, INC. | — | BLUE CROSS BLUE SHIELD OF LOUISIANA | $17K | $9K | $26K | 5.11% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS, ALLEN & HALL OF LA, INC. | 2250 HOSPITAL DRIVE SUITE 120 BOSSIER CITY, LA 71111 | STARMOUNT LIFE INSURANCE COMPANY | $4K | — | $4K | 10.28% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN & HALL OF LA, INC. | 2250 HOSPITAL DRIVE BOSSIER CITY, LA 71111 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 5.48% |
| MATTHEW KITER3 Filed as: MATTHEW KITTER | 1901 HUNTER CROSSING BOSSIER CITY, LA 71111 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $210 | $264 | $474 | 1.88% |
| BRIAN TATES3 | 146 MOOR ROAD SHREVEPORT, LA 71106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $145 | $233 | $378 | 1.50% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP, INC. | 4915 VERGANO VILLA DR. KATY, TX 77493 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $162 | $117 | $279 | 1.11% |
| ANGELA DENISE NATIONS3 | 411 HOMALOT DRIVE SHREVEPORT, LA 71106 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $245 | $22 | $267 | 1.06% |
| VANESSA MARIA WARNER3 | 8209 HEATHERBROOK CIRCLE HAUGHTON, LA 71037 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $149 | $108 | $257 | 1.02% |
| JENNIFER ANNE EVANS3 | 632 MUSTANG DR. CONVERSE, LA 71419 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $231 | $4 | $235 | 0.93% |
| PATRICIA T WATT3 Filed as: PATRICIA T. WATT | 6178 RODEO DR. BASTROP, LA 71220 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $215 | — | $215 | 0.85% |
| JONITA ANGELA OAKES3 | P.O. BOX 256 TROUP, TX 75789 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $107 | — | $107 | 0.42% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD RD. SPRINGFIELD, LA 70462 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $95 | — | $95 | 0.38% |
| CHRISTOPHER ELLIOTT MENARD3 | 10309 THRIFT DR. LOUISVILLE, KY 40223 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $64 | — | $64 | 0.25% |
| MEG A JOHNSON3 Filed as: MEG A. JOHNSON | 724 DUDLEY DRIVE SHREVEPORT, LA 71104 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.19% |
| KATHERINE C WOOD3 Filed as: KATHERINE ROBERTS NOLA | 2102 POPE ST MONROE, LA 71201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.10% |
| SONIA MELINDA PORTERO3 | 724 DUDLEY DRIVE SHREVEPORT, LA 71104 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.08% |
| WHITNEY NICOLE JOHNSON3 | 2631 PLUM GROVE ROAD PIONEER, LA 71266 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN & HALL OF LA | — | MONY LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 15.53% |
| SOUTHERN NATL MKTG COMPANY3 | — | MONY LIFE INSURANCE COMPANY OF AMERICA | — | $434 | $434 | 2.27% |
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP INC | 5420 LYNDON B JOHNSON FWY SUITE 750 DALLAS, TX 752406260 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $118 | $2K | 12.73% |
| JONELL KNOTTS3 | 235 WELHAM TRACE BOSSIER CITY, LA 711128824 | METROPOLITAN LIFE INSURANCE COMPANY | $372 | — | $372 | 2.38% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN & HALL OF LA, INC | 2250 HOSPITAL DRIVE, SUITE 120 BOSSIER CITY, LA 711112168 | METROPOLITAN LIFE INSURANCE COMPANY | $312 | — | $312 | 1.99% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES, INC. | 1250 S CAPITAL OF TEXAS HWY BLDG 2, STE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $153 | — | $153 | 0.98% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN & HALL, INC. | 2250 HOSPITAL DRIVE, SUITE 120 BOSSIER CITY, LA 71111 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $383 | $19 | $402 | 15.75% |
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 | 350 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 350 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 70 | $510K |
| Dental | STARMOUNT LIFE INSURANCE COMPANY | 91 | $42K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 91 | $42K |
| Life insurance(3 contracts, 3 carriers) | MONY LIFE INSURANCE COMPANY OF AMERICA | 350 | $37K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 85 | $16K |
| Long-term disability | MONY LIFE INSURANCE COMPANY OF AMERICA | 350 | $19K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 70 | $510K |
| Other(3 contracts, 3 carriers) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 187 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 350 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.