| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DALE F. SOLDEVILA3 | 2121 N. CAUSEWAY BLVD. SUITE 223 METAIRIE, LA 70001 | BLUE CROSS BLUE SHIELD OF LOUISIANA | $39K | $9K | $48K | 4.29% |
| DALE F. SOLDEVILA3 | 2932 JOHNSON STREET MATAINE, LA 70001 | GUARDIAN | $4K | $0 | $4K | 4.61% |
| EDWARD F. LANDRY3 | 3445 N. CAUSEWAY BLVD STE. 1000 METAIRIE, LA 70002 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 15.00% |
| JOSEPH SCOTT CANTRELL3 | COMPASS CAPITAL MANAGEMENT 3445 N. CAUSEWAY BLVD, STE. 1000 METAIRIE, LA 70002 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 5.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 9.20% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N. KIRKWOOD RD. SUITE 300 KIRKWOOD, MO 63122 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 4.60% |
| EDWARD F. LANDRY3 | 3445 N. CAUSEWAY BLVD STE. 1000 METAIRIE, LA 70002 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
| DALE F. SOLDEVILA3 | 2121 N. CAUSEWAY BLVD. SUITE 223 METAIRIE, LA 70001 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $0 | $3K | 19.91% |
| DALE F. SOLDEVILA3 | 2121 N. CAUSEWAY BLVD. SUITE 223 METAIRIE, LA 70001 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 20.00% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | HARTFORD FIRE INSURANCE COMPANY | $2K | $0 | $2K | 25.01% |
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 | 147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 137 | $1.1M |
| Dental | GUARDIAN | 125 | $95K |
| Vision | GUARDIAN | 125 | $95K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 147 | $31K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 81 | $56K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 144 | $14K |
| Other(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 155 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 155 | — |
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.