| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC. | 421 W 3RD ST STE 800 FORT WORTH, TX 76102 | ZURICH NORTH AMERICAN INSURANCE CO | $64K | — | $64K | 14.99% |
| JASON MAYNARD3 | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $6K | $255 | $7K | 5.03% |
| SHERRY DEAN HOMAN3 | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $4K | $133 | $4K | 3.03% |
| KEITH WILLIAM BELLE3 | 302 LA RUE FRANCE STE 100 LAFAYETTE, LA 70508 | AFLAC | $3K | $58 | $3K | 2.05% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $2K | $58 | $2K | 1.49% |
| FRANKLIN W STOUTE3 | 2388 PEACH BLOOM HWY CHURCH POINT, LA 70525 | AFLAC | $1K | $0 | $1K | 0.89% |
| BLAZE J FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $1K | $0 | $1K | 0.82% |
| MICHAEL JOSEPH ROBICHEAUX3 | 104 WAYSIDE DR LAFAYETTE, LA 70506 | AFLAC | $1K | $0 | $1K | 0.81% |
| ROBERT G ANGERS3 | PO BOX 91624 LAFAYETTE, LA 70509 | AFLAC | $742 | $0 | $742 | 0.57% |
| KELSEY JUDICE3 | 2 TOWNHOUSE CV LAFAYETTE, LA 70506 | AFLAC | $495 | $0 | $495 | 0.38% |
| TED MARION LEGE3 | 302 BON TEMPS DR LAFAYETTE, LA 70506 | AFLAC | $443 | $0 | $443 | 0.34% |
| CRUSER MARKETING INC3 | 7516 BLUEBONNET BLVD 116 BATON ROUGE, LA 70810 | AFLAC | $291 | $0 | $291 | 0.22% |
| MICHELLE A BAUGHMAN3 | 109 BAKER ST BROUSSARD, LA 70518 | AFLAC | $248 | $0 | $248 | 0.19% |
| THEODORE AUTHEMENT3 | 800 RYAN ST STE 200 LAKE CHARLES, LA 70601 | AFLAC | $178 | $20 | $198 | 0.15% |
| BRYAN J COMEAUX3 | 305 E 3RD ST CROWLEY, LA 70526 | AFLAC | $172 | $0 | $172 | 0.13% |
| SHANE A DUPONT3 | 771 PELICAN LANE COPPELL, TX 75019 | AFLAC | $143 | $0 | $143 | 0.11% |
| JIMMY LEON JOHNSON3 | 28 MAGNOLIA AVE ST AUGUSTINE, FL 32084 | AFLAC | $138 | $0 | $138 | 0.11% |
| KAYLA M SIMON3 | 1050 COOPER RD ARNAUDVILLE, LA 70512 | AFLAC | $102 | $20 | $122 | 0.09% |
| NICHOLAS S LAFLEUR3 | PO BOX 748 YOUNGSVILLE, LA 70592 | AFLAC | $102 | $0 | $102 | 0.08% |
| TROY JAMES LEBLANC3 | 201 PRESCOTT BLVD APT 1136 YOUNGSVILLE, LA 70592 | AFLAC | $98 | $0 | $98 | 0.07% |
| BRIAN JASON THOMPSON3 | 103 BEAU REPOSE LAFAYETTE, LA 70508 | AFLAC | $84 | $0 | $84 | 0.06% |
| BRITTANY A TALLENT3 Filed as: BRITTANY TALLENT | 1814 EASTERN HILLS DR GARLAND, TX 75043 | AFLAC | $77 | $0 | $77 | 0.06% |
| PATRICK J NEWSOM3 | 104 ARAPAHOE DR LAFAYETTE, LA 70503 | AFLAC | $74 | $0 | $74 | 0.06% |
| SHERRIE DENISE ARCENEAUX3 | 116 FAIRGROUNDS DR LAFAYETTE, LA 70503 | AFLAC | $61 | $0 | $61 | 0.05% |
| STACIE K BELLE3 | 105 GENNA LN YOUNGSVILLE, LA 70592 | AFLAC | $60 | $0 | $60 | 0.05% |
| JESSICA L FORESTIER3 | 100 GAUGIN LANE RAYNE, LA 70578 | AFLAC | $56 | $0 | $56 | 0.04% |
| ALL SEASONS INS AGCY INC3 | 132 LONDONDERRY SQ LAFAYETTE, LA 70508 | AFLAC | $54 | $0 | $54 | 0.04% |
| TERRY JAMES LAPORTE3 | 1007 HUGH DRIVE SAINT MARTINVILLE, LA 70582 | AFLAC | $49 | $2 | $51 | 0.04% |
| DAVID MARKS3 | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $38 | $0 | $38 | 0.03% |
| LISA SARRADET NEWSOM3 | 104 ARAPAHOE DR LAFAYETTE, LA 70503 | AFLAC | $34 | $0 | $34 | 0.03% |
| SENIOR MARKET SALES INC3 | 8420 WEST DODGE RD OMAHA, NE 68114 | AFLAC | $34 | $0 | $34 | 0.03% |
| SHEELA S TRAHAN3 | 1220 N WILDERNESS TRL CARENCRO, LA 70520 | AFLAC | $33 | $0 | $33 | 0.03% |
| RUDY T LANDRY3 | PO BOX 365 PORT BARRE, LA 70577 | AFLAC | $31 | $0 | $31 | 0.02% |
| KELLY BOURQUE BREAUX3 | 333 WATERFORD PL BREAUX BRIDGE, LA 70517 | AFLAC | $20 | $0 | $20 | 0.02% |
| ADRIAN S JOHNSON3 | 289 MONTROSE PL BOSSIER CITY, LA 71111 | AFLAC | $18 | $2 | $20 | 0.02% |
| TIMOTHY VICE3 Filed as: TIMOTHY J VICE | 5118 NORTHSIDE RD NEW IBERIA, LA 70563 | AFLAC | $17 | $0 | $17 | 0.01% |
| LACEY A FONTENOT3 | 5264 HIGHWAY 182 OPELOUSAS, LA 70570 | AFLAC | $11 | $0 | $11 | 0.01% |
| ERROL B WILKEN3 | 5204 CRAIG AVE KENNER, LA 70065 | AFLAC | $9 | $0 | $9 | 0.01% |
| NATALIE MICHELE BARNES3 | 6303 CASH OAKS DRIVE SPRING, TX 77379 | AFLAC | $8 | $0 | $8 | 0.01% |
| SARAH BOUDREAUX3 | 800 RYAN ST LAKE CHARLES, LA 70601 | AFLAC | $8 | $0 | $8 | 0.01% |
| M SCOTT ENOS3 | PO BOX 82451 BATON ROUGE, LA 70884 | AFLAC | $6 | $0 | $6 | 0.00% |
| MONIQUE FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $5 | $0 | $5 | 0.00% |
| SEAN A BOUDREAUX3 | PO BOX 365 NEW IBERIA, LA 70303 | AFLAC | $5 | $0 | $5 | 0.00% |
| DANIELLA M POIRRIER3 | 302 UPPERLINE AVE LAFAYETTE, LA 70501 | AFLAC | $5 | $0 | $5 | 0.00% |
| RICKY C PISANI3 | 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 W 3RD ST STE 800 FORT WORTH, TX 76102 | DELTA DENTAL INSURANCE COMPANY | $9K | — | $9K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL TEXAS INC. | 421 W 3RD ST STE 800 FORT WORTH, TX 76102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $2K | $11K | 22.36% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Direct payment from the plan; Float revenue; Other fees; Claims processing Service code 12 | — | $605K |
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | — | $76K |
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 | 175 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ZURICH NORTH AMERICAN INSURANCE CO | 205 | $425K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 284 | $86K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 213 | $50K |
| Short-term disability | AFLAC | 151 | $131K |
| Other(2 contracts, 2 carriers) | ZURICH NORTH AMERICAN INSURANCE CO | 213 | $475K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 284 | — |
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.