| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 421 WEST THIRD STREET FORT WORTH, TX 76102 | ZURICH NORTH AMERICAN INSURANCE CO | $60K | $0 | $60K | 15.01% |
| JASON MAYNARD3 | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $5K | $234 | $5K | 3.74% |
| KEITH WILLIAM BELLE3 Filed as: KEITH BELLE | 113 FLAGG BLVD BLG 6 STE C LAFAYETTE, LA 70508 | AFLAC | $2K | $12 | $2K | 1.26% |
| BLAZE FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $1K | $72 | $1K | 1.06% |
| FRANKLIN W STOUTE3 | 2388 PEACH BLOOM HWY CHURCH POINT, LA 70525 | AFLAC | $1K | $12 | $1K | 1.04% |
| MICHAEL JOSEPH ROBICHEAUX3 Filed as: MICHAEL ROBICHEAUX | 104 WAYSIDE DRIVE LAFAYETTE, LA 70506 | AFLAC | $1K | $0 | $1K | 0.82% |
| SHERRY DEAN HOMAN3 Filed as: SHERRY HOMAN | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $773 | $48 | $821 | 0.60% |
| ROBERT G ANGERS3 Filed as: ROBERT ANGERS | P.O. BOX 91624 LAFAYETTE, LA 70509 | AFLAC | $781 | $0 | $781 | 0.57% |
| MICHELLE A BAUGHMAN3 Filed as: MICHELLE BAUGHMAN | 109 BAKER STREET BROUSSARD, LA 70518 | AFLAC | $542 | $59 | $601 | 0.44% |
| THEODORE AUTHEMENT3 | 800 RYAN ST STE 200 LAKE CHARLES, LA 70601 | AFLAC | $465 | $60 | $525 | 0.38% |
| TROY DANIEL DESLATTE3 Filed as: TROY DESLATTE | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $519 | $0 | $519 | 0.38% |
| TED MARION LEGE3 Filed as: TED LEGE | 302 BON TEMPS DR LAFAYETTE, LA 70506 | AFLAC | $468 | $0 | $468 | 0.34% |
| CRUSER MARKETING INC3 Filed as: CRUSER MARKETING, INC. | 7516 BLUEBONNET BLVD., #116 BATON ROUGE, LA 70810 | AFLAC | $314 | $0 | $314 | 0.23% |
| KAYLA M SIMON3 Filed as: KAYLA SIMON | 1050 COOPER RD ARNAUDVILLE, LA 70512 | AFLAC | $265 | $0 | $265 | 0.19% |
| JESSICA L FORESTIER3 Filed as: JESSICA FORESTIER | 100 GAUGIN LANE RAYNE, LA 70578 | AFLAC | $160 | $59 | $219 | 0.16% |
| BRYAN J COMEAUX3 Filed as: BRYAN COMEAUX | 305 E 3RD STREET CROWLEY, LA 70526 | AFLAC | $178 | $0 | $178 | 0.13% |
| TROY JAMES LEBLANC3 Filed as: TROY LEBLANC | 201 PRESCOTT BLVD APT 1136 YOUNGSVILLE, LA 70592 | AFLAC | $165 | $0 | $165 | 0.12% |
| SHANE A DUPONT3 Filed as: SHANE DUPONT | 771 PELICAN LANE COPPELL, TX 75019 | AFLAC | $163 | $0 | $163 | 0.12% |
| JIMMY LEON JOHNSON3 Filed as: JIMMY JOHNSON | 28 MAGNOLIA AVE ST AUGUSTINE, FL 32084 | AFLAC | $155 | $0 | $155 | 0.11% |
| PATRICK J NEWSOM3 Filed as: PATRICK NEWSOM | 2506 VIDA SHAW RD NEW IBERIA, LA 70563 | AFLAC | $98 | $0 | $98 | 0.07% |
| BRIAN JASON THOMPSON3 Filed as: BRIAN THOMPSON | 103 BEAU REPOSE RD LAFAYETTE, LA 70508 | AFLAC | $91 | $0 | $91 | 0.07% |
| NICHOLAS S LAFLEUR3 Filed as: NICHOLAS LAFLEUR | PO BOX 748 YOUNGSVILLE, LA 70592 | AFLAC | $79 | $0 | $79 | 0.06% |
| BRITTANY A WILLIAMS3 | 3624 DELAWARE AVE APT A KENNER, LA 70065 | AFLAC | $77 | $0 | $77 | 0.06% |
| SHERRIE ARCENEAUX3 | 1041 HIGHWAY 754 SUNSET, LA 70584 | AFLAC | $73 | $0 | $73 | 0.05% |
| STACIE K BELLE3 Filed as: STACIE BELLE | 105 GENNA LN YOUNGSVILLE, LA 70592 | AFLAC | $63 | $0 | $63 | 0.05% |
| LISA SARRADET NEWSOM3 Filed as: LISA NEWSOM | 104 ARAPAHOE DRIVE LAFAYETTE, LA 70503 | AFLAC | $54 | $0 | $54 | 0.04% |
| ALL SEASONS INS AGCY INC3 Filed as: ALL SEASONS INSURANCE AGENCY | 132 LONDONDERRY SQ LAFAYETTE, LA 70508 | AFLAC | $54 | $0 | $54 | 0.04% |
| LACEY A FONTENOT3 | 5246 HIGHWAY 182 OPELOUSAS, LA 70570 | AFLAC | $41 | $6 | $47 | 0.03% |
| DAVID MARKS3 | 4021 W E HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $40 | $0 | $40 | 0.03% |
| RONDA ATCHISON3 | 119 CABANA ROW LAFAYETTE, LA 70508 | AFLAC | $36 | $0 | $36 | 0.03% |
| SENIOR MARKET SALES INC3 | 510 MORGAN PLACE OMAHA, NE 68114 | AFLAC | $34 | $0 | $34 | 0.02% |
| SHEELA S TRAHAN3 Filed as: SHEELA TRAHAN | 1220 N WILDERNESS TRAIL CARENCRO, LA 70520 | AFLAC | $33 | $0 | $33 | 0.02% |
| RUDY LANDRY3 | PO BOX 365 PORT BARRE, LA 70577 | AFLAC | $31 | $0 | $31 | 0.02% |
| TERRY JAMES LAPORTE3 Filed as: TERRY LAPORTE | 1007 HUGH DR SAINT MARTINVILLE, LA 70582 | AFLAC | $26 | $0 | $26 | 0.02% |
| KELLY BOURQUE BREAUX3 Filed as: KELLY BREAUX | 1870 E BRIDGE ST BREAUX BRIDGE, LA 70517 | AFLAC | $20 | $0 | $20 | 0.01% |
| TIMOTHY VICE3 | 5118 NORTHSIDE ROAD NEW IBERIA, LA 70563 | AFLAC | $17 | $0 | $17 | 0.01% |
| DANIELLA M POIRRIER3 Filed as: DANIELLA POIRRIER | 302 UPPERLINE AVENUE LAFAYETTE, LA 70501 | AFLAC | $16 | $0 | $16 | 0.01% |
| BOBBY W CLARK JR3 Filed as: BOBBY CLARK JR | 312 CALYPSO LANE LAFAYETTE, LA 70508 | AFLAC | $12 | $0 | $12 | 0.01% |
| SARAH BOUDREAUX3 | 800 RYAN ST LAKE CHARLES, LA 70601 | AFLAC | $10 | $0 | $10 | 0.01% |
| NATALIE MICHELE BARNES3 Filed as: NATALIE BARNES | 6303 CASH OAKS DRIVE SPRING, TX 77379 | AFLAC | $10 | $0 | $10 | 0.01% |
| MICHAEL SCOTT ENOS3 Filed as: MICHAEL ENOS | PO BOX 82451 BATON ROUGE, LA 70884 | AFLAC | $7 | $0 | $7 | 0.01% |
| MONIQUE FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $5 | $0 | $5 | 0.00% |
| SEAN A BOUDREAUX3 Filed as: SEAN BOUDREAUX | PO BOX 12303 NEW IBERIA, LA 70562 | AFLAC | $5 | $0 | $5 | 0.00% |
| RICKY C PISANI3 Filed as: RICKY PISANI | PO BOX 13757 NEW IBERIA, LA 70562 | AFLAC | $2 | $0 | $2 | 0.00% |
| CATHERINE BOUDREAUX3 | 403 JAMES ST NEW IBERIA, LA 70560 | AFLAC | $2 | $0 | $2 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 421 WEST THIRD STREET FORT WORTH, TX 76102 | DELTA DENTAL INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC | 421 WEST THIRD STREET, STE 800 FORT WORTH, TX 761023749 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 14.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Claims processing; Other fees; Direct payment from the plan; Float revenue Service code 12 | — | $586K |
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $67K |
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 | 200 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 200 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ZURICH NORTH AMERICAN INSURANCE CO | 214 | $400K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 276 | $77K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 188 | $8K |
| Short-term disability | AFLAC | 149 | $138K |
| Other(2 contracts, 2 carriers) | ZURICH NORTH AMERICAN INSURANCE CO | 214 | $408K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 276 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.