| 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 | $16K | — | $16K | 2.84% |
| 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% |
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP | 2483 TOWER DRIVE, UNIT 5 MONROE, LA 71201 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 16.82% |
| KNOTTS JO NELL3 | 235 WELHAM TRACE BOSSIER CITY, LA 71112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $746 | — | $746 | 3.18% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN & HALL OF LA, INC. | 115 OFFICE PARK DRIVE BIRMINGHAM, AL 35223 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $732 | — | $732 | 3.12% |
| SHEMWELL DAVID CLAYTON3 Filed as: SHEMWELL DAVID CLAYTON 7L640 | 2483 TOWER DRIVE, UNIT 5 MONROE, LA 71201 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $424 | — | $424 | 1.81% |
| SHEMWELL DAVID CLAYTON3 Filed as: SHEMWELL DAVID CLAYTON 7R670 | 2483 TOWER DRIVE, UNIT 5 MONROE, LA 71201 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $330 | — | $330 | 1.41% |
| COBBS ALLEN & HALL INC3 Filed as: COBBS ALLEN & HALL OF LA, INC. | 2250 HOSPITAL DRIVE BOSSIER CITY, LA 71111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 4.84% |
| BRIAN TATES3 | 146 MOOR ROAD SHREVEPORT, LA 71106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | $105 | $256 | 1.16% |
| JENNIFER ANNE EVANS3 | 632 MUSTANG DR. CONVERSE, LA 71419 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $210 | $23 | $233 | 1.05% |
| VANESSA MARIA WARNER3 | 8209 HEATHERBROOK CIRCLE HAUGHTON, LA 71037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | $71 | $226 | 1.02% |
| PATRICIA T WATT3 Filed as: PATRICIA T. WATT | 2650 ANITA LANE MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $198 | — | $198 | 0.90% |
| JONITA ANGELA OAKES3 | P.O. BOX 256 TROUP, TX 75789 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.44% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD RD. SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.37% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP, INC. | 4915 VERGANO VILLA DR. KATY, TX 77493 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | — | $58 | 0.26% |
| CHRISTOPHER ELLIOTT MENARD3 | 15963 CHICKAMAUGA AVE. BATON ROUGE, LA 70817 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.26% |
| CHRISTINA TURNER3 | 8715 DIXIE BLANCHARD RD. SHREVEPORT, LA 71107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $3 | $42 | 0.19% |
| KATHERINE C WOOD3 Filed as: KATHERINE ROBERTS NOLA | 2102 POPE ST MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.12% |
| WHITNEY NICOLE JOHNSON3 | 2631 PLUM GROVE ROAD PIONEER, LA 71266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| MICHELLE ELIZABETH CURRY3 | 2301 OLD MANSFIELD RD LOGANSPORT, LA 71049 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.03% |
| SONIA MELINDA PORTERO3 | 724 DUDLEY DRIVE SHREVEPORT, LA 71104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| MATTHEW KITER3 Filed as: MATTHEW KITTER | 1901 HUNTER CROSSING BOSSIER CITY, LA 71111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| ANGELA DENISE NATIONS3 | 411 HOMALOT DRIVE SHREVEPORT, LA 71106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| 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 | $227 | $2K | 10.42% |
| BUSINESS BENEFIT CONSULTANTS LLC3 Filed as: BUSINESS BENEFIT CONSULTANTS | 2483 TOWER DR. STE 5 MONROE, LA 712015773 | METROPOLITAN LIFE INSURANCE COMPANY | $486 | — | $486 | 2.59% |
| 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 | $340 | — | $340 | 1.81% |
| JONELL KNOTTS3 | 235 WELHAM TRCE BOSSIER CITY, LA 711128824 | METROPOLITAN LIFE INSURANCE COMPANY | $272 | — | $272 | 1.45% |
| 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 | -$318 | — | -$318 | -1.70% |
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 | 88 | 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) | 88 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 71 | $576K |
| Dental | STARMOUNT LIFE INSURANCE COMPANY | 84 | $39K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 84 | $39K |
| Life insurance(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 88 | $42K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 88 | $19K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 71 | $576K |
| Other(3 contracts, 3 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 88 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 88 | — |
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."
No prospect flags tripped on this filing.