| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST AGENCY L | — | BLUE CROSS AND BLUESHIELD OF LOUISIANA | $33K | $20K | $53K | 5.68% |
| G BARILLEAUX & ASSOCIATES INC3 | 105 KOHEN LUKE DRIVE LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $273 | $11K | 12.17% |
| TABITHA DAY3 | 13384 REID DRIVE GONZALES, LA 70737 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $884 | $353 | $1K | 1.38% |
| CAROL S ROBICHEAUX3 | 104 WAYSIDE DRIVE LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.35% |
| CREATIVE EMPLOYEE BENEFIT SERVICES3 | PO BOX 83278 BATON ROUGE, LA 70884 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $20 | $1K | 1.33% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $166 | $258 | 0.29% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $48 | $140 | 0.16% |
| MCKAY STRATEGIC BENEFITS LLC3 | 119 BRIARMEADOW DRIVE LAFAYETTE, LA 70508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | — | $125 | 0.14% |
| LEE E FRITZE3 Filed as: LEE E FRITZ | 150 TUDOR AVENUE RIVER RIDGE, LA 70123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.08% |
| WHITNEY FRITZE3 | 150 TUDOR AVENUE NEW ORLEANS, LA 70123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.06% |
| KIM REED SMITH3 Filed as: KIM R TERRELL | 1644 STUBBS VINSON ROAD MONROE, LA 71203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.02% |
| LULA D HOTARD3 | 184 SAINT CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| MATTHEW MEHLON3 | PO BOX 80521 BATON ROUGE, LA 70898 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| CHRISLYN FREDERICK3 | 535 WILD FORREST DRIVE DAVENPORT, FL 33837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW ROAD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| KATGHLEEN A BARTLETT3 | 205 ELIAS G ROAD LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| TERRELL & COMPANY INC3 Filed as: TERRELL AGENCY INC | 1644 STUBBS VINSON ROAD MONROE, LA 71203 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ETCHESON INC3 | 3264 PLEASANT LANE DERIDDER, LA 70634 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST INS AGCY | PO BOX 2456 LAFAYETTE, LA 70502 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGE | PO BOX 2456 LAFAYETTE, LA 70502 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 4.62% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGE | PO BOX 2456 LAFAYETTE, LA 70502 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 4.60% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS AGE | PO BOX 2456 LAFAYETTE, LA 70502 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $909 | — | $909 | 4.55% |
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 | 123 | 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) | 123 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUESHIELD OF LOUISIANA | 123 | $935K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS AND BLUESHIELD OF LOUISIANA | 198 | $1.0M |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 198 | $65K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 72 | $36K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 79 | $22K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 41 | $20K |
| Prescription drug | BLUE CROSS AND BLUESHIELD OF LOUISIANA | 123 | $935K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 114 | $125K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 198 | — |
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.