| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: DWIGHT W. ANDRUS INSURANCE INC. | 500 DOVER BLVD., #110 LAFAYETTE, LA 70503 | QBE INSURANCE | $20K | — | $20K | 7.00% |
| JASON MAYNARD3 | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $4K | $42 | $4K | 2.98% |
| KEITH WILLIAM BELLE3 | 302 LA RUE FRANCE STE 100 LAFAYETTE, LA 70508 | AFLAC | $2K | $17 | $2K | 1.40% |
| SHERRY DEAN HOMAN | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $2K | $42 | $2K | 1.33% |
| MICHAEL JOSEPH ROBICHEAUX3 | 104 WAYSIDE DR LAFAYETTE, LA 70506 | AFLAC | $847 | — | $847 | 0.64% |
| FRANKLIN W STOUTE3 | 2388 PEACH BLOOM HWY CHURCH POINT, LA 70525 | AFLAC | $819 | — | $819 | 0.62% |
| BLAZE J FREMIN3 | PO BOX 53871 LAFAYETTE, LA 70505 | AFLAC | $803 | — | $803 | 0.61% |
| TROY DANIEL DESLATTE3 | 107 SHADY PARK DR LAFAYETTE, LA 70508 | AFLAC | $668 | — | $668 | 0.51% |
| ROBERT G ANGERS3 | PO BOX 91624 LAFAYETTE, LA 70509 | AFLAC | $494 | — | $494 | 0.37% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: FREMIN INSURANCE & RISK MANAGEMENT | 140 RUE BEAUREGARD STE C LAFAYETTE, LA 70508 | AFLAC | $440 | — | $440 | 0.33% |
| TED MARION LEGE3 | 302 BON TEMPS DR LAFAYETTE, LA 70506 | AFLAC | $350 | — | $350 | 0.27% |
| CRUSER MARKETING INC3 | 7516 BLUEBONNET BLVD 116 BATON ROUGE, LA 70810 | AFLAC | $224 | — | $224 | 0.17% |
| MICHELLE A BAUGHMAN3 | 109 BAKER ST BROUSSARD, LA 70518 | AFLAC | $204 | — | $204 | 0.15% |
| BRYAN J COMEAUX3 | 305 E 3RD ST CROWLEY, LA 70526 | AFLAC | $171 | — | $171 | 0.13% |
| THEODORE AUTHEMENT3 | 800 RYAN ST STE 200 LAKE CHARLES, LA 70601 | AFLAC | $161 | $3 | $164 | 0.12% |
| DEREK JOSEPH STUTES | 1301 WESTMORELAND ST LAKE CHARLES, LA 70605 | AFLAC | $134 | $19 | $153 | 0.12% |
| JIMMY LEON JOHNSON3 | 1005 BELLA VISTA BLVD APT 119 ST AUGUSTINE, FL 32084 | AFLAC | $99 | — | $99 | 0.08% |
| TERRY JAMES LAPORTE3 | 1007 HUGH DRIVE SAINT MARTINVILLE, LA 70582 | AFLAC | $91 | — | $91 | 0.07% |
| SHANE A DUPONT3 | 771 PELICAN LANE COPPELL, TX 75019 | AFLAC | $86 | — | $86 | 0.07% |
| BRIAN JASON THOMPSON3 | 103 BEAU REPOSE LAFAYETTE, LA 70508 | AFLAC | $68 | — | $68 | 0.05% |
| KAYLA M SIMON3 | 1050 COOPER RD ARNAUDVILLE, LA 70512 | AFLAC | $64 | — | $64 | 0.05% |
| BRITTANY A TALLENT3 Filed as: BRITTANY TALLENT | 9329 WOOD DUCK DR. FORT WORTH, TX 76118 | AFLAC | $64 | — | $64 | 0.05% |
| TROY JAMES LEBLANC3 | 201 PRESCOTT BLVD APT 1136 YOUNGSVILLE, LA 70592 | AFLAC | $62 | — | $62 | 0.05% |
| ADRIAN S JOHNSON3 | 289 MONTROSE PL BOSSIER CITY, LA 71111 | AFLAC | $55 | — | $55 | 0.04% |
| ALL SEASONS INS AGCY INC3 | 132 LONDONDERRY SQ LAFAYETTE, LA 70508 | AFLAC | $54 | — | $54 | 0.04% |
| SHERRIE DENISE ARCENEAUX3 | 116 FAIRGROUNDS DR LAFAYETTE, LA 70503 | AFLAC | $48 | — | $48 | 0.04% |
| PATRICK J NEWSOM3 | 2506 VIDA SHAW RD NEW IBERIA, LA 70563 | AFLAC | $48 | — | $48 | 0.04% |
| NICHOLAS S LAFLEUR | 2506 VIDA SHAW RD NEW IBERIA, LA 70563 | AFLAC | $43 | — | $43 | 0.03% |
| DAVID MARKS3 | 4021 WE HECK CT BLDG J BATON ROUGE, LA 70816 | AFLAC | $40 | — | $40 | 0.03% |
| SENIOR MARKET SALES INC3 | 8420 WEST DODGE RD STE 510 OMAHA, NE 68114 | AFLAC | $34 | — | $34 | 0.03% |
| STACIE K BELLE3 | 105 GENNA LN YOUNGSVILLE, LA 70592 | AFLAC | $31 | — | $31 | 0.02% |
| RUDY T LANDRY3 | PO BOX 365 PORT BARRE, LA 70577 | AFLAC | $31 | — | $31 | 0.02% |
| MICHAEL SCHROEDER | 1306 CAIRO ST BOSSIER CITY, LA 71112 | AFLAC | $31 | — | $31 | 0.02% |
| ERROL B WILKEN3 | 5204 CRAIG AVE KENNER, LA 70065 | AFLAC | $28 | — | $28 | 0.02% |
| KELLY BOURQUE BREAUX3 | 333 WATERFORD PL BREAUX BRIDGE, LA 70517 | AFLAC | $20 | — | $20 | 0.02% |
| TIMOTHY VICE3 Filed as: TIMOTHY J VICE | 5118 NORTHSIDE RD NEW IBERIA, LA 70563 | AFLAC | $17 | — | $17 | 0.01% |
| LISA SARRADET NEWSOM3 Filed as: LISA NEWSOM | 104 ARAPAHOE DR LAFAYETTE, LA 70503 | AFLAC | $14 | — | $14 | 0.01% |
| LACEY A FONTENOT3 | 5264 HIGHWAY 182 OPELOUSAS, LA 70570 | AFLAC | $11 | — | $11 | 0.01% |
| TERRY J STUTES | 1717 E PRIEN LAKE RD STE 4 LAKE CHARLES, LA 70601 | AFLAC | $11 | — | $11 | 0.01% |
| RONDA R LAHOOD | PO BOX 893 IOWA, LA 70647 | AFLAC | $9 | — | $9 | 0.01% |
| SARAH BOUDREAUX | 1717 E PRIEN LAKE RD STE 4 LAKE CHARLES, LA 70601 | AFLAC | $1 | — | $1 | 0.00% |
| LEANORD C PARKER | 326 CLYDE PARKER RD RAGLEY, LA 70657 | AFLAC | $0 | — | $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 | $4K | $13K | 26.56% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Float revenue; Direct payment from the plan; Claims processing; Other fees Service code 12 | — | $557K |
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 | 195 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | QBE INSURANCE | 195 | $291K |
| Dental | DELTA DENTAL INSURANCE COMPANY | 294 | $87K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 195 | $48K |
| Short-term disability | AFLAC | 122 | $132K |
| Other(2 contracts, 2 carriers) | QBE INSURANCE | 195 | $340K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 294 | — |
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."
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.