| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 5949 SHERRY LANE, SUITE 1170 DALLAS, TX 75225 | QBE INSURANCE | $58K | $0 | $58K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL TEXAS INC. | 421 W 3RD ST STE 800 FORT WORTH, TX 76102 | ZURICH NORTH AMERICAN INSURANCE CO | — | — | $0 | 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 | $9K | $2K | $12K | 23.65% |
| JASON MAYNARD3 | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $6K | $427 | $7K | — |
| SHERRY DEAN HOMAN3 | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $4K | $399 | $4K | — |
| KEITH WILLIAM BELLE3 | 302 LA RUE FRANCE STE 100 LAFAYETTE, LA 70508 | AFLAC | $3K | $165 | $3K | — |
| FRANKLIN W STOUTE3 | 2388 PEACH BLOOM HWY CHURCH POINT, LA 70525 | AFLAC | $1K | $0 | $1K | — |
| MICHAEL JOSEPH ROBICHEAUX3 | 104 WAYSIDE DR LAFAYETTE, LA 70506 | AFLAC | $990 | $0 | $990 | — |
| BLAZE J FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $976 | $0 | $976 | — |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $790 | $49 | $839 | — |
| ROBERT G ANGERS3 | PO BOX 91624 LAFAYETTE, LA 70509 | AFLAC | $673 | $0 | $673 | — |
| TED MARION LEGE3 | 302 BON TEMPS DR LAFAYETTE, LA 70506 | AFLAC | $386 | $0 | $386 | — |
| CROWN RISK MANAGEMENT, LLC3 Filed as: FREMIN INSURANCE & RISK MANAGEMENT | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $273 | $0 | $273 | — |
| CRUSER MARKETING INC3 | 7516 BLUEBONNET BLVD 116 BATON ROUGE, LA 70810 | AFLAC | $272 | $0 | $272 | — |
| MICHELLE A BAUGHMAN3 | 109 BAKER ST BROUSSARD, LA 70518 | AFLAC | $237 | — | $237 | — |
| THEODORE AUTHEMENT3 | 800 RYAN ST STE 200 LAKE CHARLES, LA 70601 | AFLAC | $175 | — | $175 | — |
| BRYAN J COMEAUX3 | 305 E 3RD ST CROWLEY, LA 70526 | AFLAC | $171 | — | $171 | — |
| TERRY JAMES LAPORTE3 | 1007 HUGH DRIVE SAINT MARTINVILLE, LA 70582 | AFLAC | $134 | $0 | $134 | — |
| JIMMY LEON JOHNSON3 | 28 MAGNOLIA AVE ST AUGUSTINE, FL 32084 | AFLAC | $114 | $0 | $114 | — |
| SHANE A DUPONT3 | 771 PELICAN LANE COPPELL, TX 75019 | AFLAC | $111 | — | $111 | — |
| TROY JAMES LEBLANC3 | 201 PRESCOTT BLVD APT 1136 YOUNGSVILLE, LA 70592 | AFLAC | $95 | $0 | $95 | — |
| KAYLA M SIMON3 | 1050 COOPER RD ARNAUDVILLE, LA 70512 | AFLAC | $77 | $0 | $77 | — |
| BRITTANY A TALLENT3 Filed as: BRITTANY TALLENT | 9329 WOOD DUCK DR. FORT WORTH, TX 76118 | AFLAC | $77 | $0 | $77 | — |
| ADRIAN S JOHNSON3 | 289 MONTROSE PL BOSSIER CITY, LA 71111 | AFLAC | $70 | — | $70 | — |
| PATRICK J NEWSOM3 | 104 ARAPAHOE DR LAFAYETTE, LA 70503 | AFLAC | $68 | $0 | $68 | — |
| BRIAN JASON THOMPSON3 | 103 BEAU REPOSE LAFAYETTE, LA 70508 | AFLAC | $64 | $0 | $64 | — |
| SHERRIE DENISE ARCENEAUX3 | 116 FAIRGROUNDS DR LAFAYETTE, LA 70503 | AFLAC | $57 | $0 | $57 | — |
| ALL SEASONS INS AGCY INC3 | 132 LONDONDERRY SQ LAFAYETTE, LA 70508 | AFLAC | $54 | $0 | $54 | — |
| DAVID MARKS3 | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $37 | $0 | $37 | — |
| STACIE K BELLE3 | 105 GENNA LN YOUNGSVILLE, LA 70592 | AFLAC | $36 | $0 | $36 | — |
| SENIOR MARKET SALES INC3 | 8420 WEST DODGE RD OMAHA, NE 68114 | AFLAC | $34 | $0 | $34 | — |
| ERROL B WILKEN3 | 5204 CRAIG AVE KENNER, LA 70065 | AFLAC | $34 | $0 | $34 | — |
| SHEELA S TRAHAN3 | 1220 N WILDERNESS TRL CARENCRO, LA 70520 | AFLAC | $33 | $0 | $33 | — |
| RUDY T LANDRY3 | PO BOX 365 PORT BARRE, LA 70577 | AFLAC | $31 | $0 | $31 | — |
| NICHOLAS S LAFLEUR3 | PO BOX 748 YOUNGSVILLE, LA 70592 | AFLAC | $21 | $0 | $21 | — |
| KELLY BOURQUE BREAUX3 | 333 WATERFORD PL BREAUX BRIDGE, LA 70517 | AFLAC | $20 | $0 | $20 | — |
| LISA SARRADET NEWSOM3 | 104 ARAPAHOE DR LAFAYETTE, LA 70503 | AFLAC | $19 | $0 | $19 | — |
| TIMOTHY VICE3 Filed as: TIMOTHY J VICE | 5118 NORTHSIDE RD NEW IBERIA, LA 70563 | AFLAC | $17 | $0 | $17 | — |
| DANIELLA M POIRRIER3 | 302 UPPERLINE AVE LAFAYETTE, LA 70501 | AFLAC | $16 | $0 | $16 | — |
| LACEY A FONTENOT3 | 5264 HIGHWAY 182 OPELOUSAS, LA 70570 | AFLAC | $11 | $0 | $11 | — |
| MONIQUE FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $5 | $0 | $5 | — |
| SEAN A BOUDREAUX3 | PO BOX 365 NEW IBERIA, LA 70303 | AFLAC | $5 | $0 | $5 | — |
| LYNNWARD J BOUDREAUX3 | 403 JAMES ST NEW IBERIA, LA 70560 | AFLAC | $3 | $0 | $3 | — |
| RICKY C PISANI3 | PO BOX 13757 NEW IBERIA, LA 70562 | AFLAC | $2 | $0 | $2 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Direct payment from the plan; Float revenue; Claims processing; Other fees Service code 12 | — | $587K |
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 | 182 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 182 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | QBE INSURANCE | 205 | $776K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 308 | $88K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 206 | $49K |
| Short-term disability | AFLAC | 147 | $0 |
| Other(2 contracts, 2 carriers) | ZURICH NORTH AMERICAN INSURANCE CO | 206 | $437K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 308 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.