| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT ADVISORY GROUP, LLC3 | — | BLUE CROSS BLUE AND BLUE SHIELD OF LOUISIANA | $13K | $19K | $31K | 3.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL GULF SOUTH LTD | — | BLUE CROSS BLUE AND BLUE SHIELD OF LOUISIANA | $21K | — | $21K | 2.05% |
| JOEY MIGUES3 | 306 W MAIN STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $3K | $14K | 7.04% |
| JAMES VAN WALLACE3 | 201 WINDVALE COURT SUNSET, LA 70584 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 4.16% |
| KEVIN JOSEPH SIMONEAUX3 | 675 HIGHWAY 742 OPELOUSAS, LA 70570 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 4.16% |
| SCOTT J CHAMBERS3 | 609 EMMELINE STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $1K | $5K | 2.37% |
| BETTY ROMERO3 | 100 LOREN AVENUE NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $452 | $5K | 2.26% |
| JODIE C MIGUES3 | 306 W MAIN STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.19% |
| JACQUES P DAVID CORPORATION3 Filed as: JACQUES MATTHEW MIGUES | 5603 LOREAUVILLE ROAD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $634 | $2K | 1.02% |
| CHARLINE PARKER3 Filed as: CHARLINE T PARKER | 6390 TWIN BRIDGES ROAD ALEXANDRIA, LA 71303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $244 | $1K | 0.62% |
| TIFFANY GODLEY SMITH3 Filed as: TIFFANY BOURGEOIS-HOLMES | 6 OAK PLACE NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $929 | — | $929 | 0.45% |
| GREGORY J MORETTINI3 | 4736 W. NAPOLEON AVENUE METAIRIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $720 | $10 | $730 | 0.36% |
| ANGEL SOLTON DAVIDSON3 | 316 JOHNSTON STREET ALEXANDIRA, LA 71301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $431 | $17 | $448 | 0.22% |
| TERREL AGENCY INC3 | 242 GULFWAY DRIVE HACKBERRY, LA 70645 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $316 | $6 | $322 | 0.16% |
| WILLIAM W MARTINEZ3 | 3009 ELIZABETH STREET METAIRIE, LA 70003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $255 | — | $255 | 0.12% |
| YOLANDE THORNHILL3 | 5003 MASONIC DR SUITE 112 ALEXANDRIA, LA 71303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $47 | $108 | 0.05% |
| ELYSIAN INSURANCE AGENCY3 | 4736 WEST NAPOLEON AVENUE METAIRIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | $26 | $95 | 0.05% |
| CHRISTINA LEA MAXWELL3 | 201 GREER ROAD PINEVILLE, LA 71360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.01% |
| KEITH GUIDRY3 | P. O. BOX 81423 LAFAYETTE, LA 70598 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| GROUP VOLUNTARY BENEFITS LLC3 | 201 WILDWOOD DRIVE HAMMOND, LA 70401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.00% |
| MONICA BOUILLION3 Filed as: MONICA BOULLION | 2811 LABAUVE DRIVE NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| G BARILLEAUX & ASSOCIATES INC3 | 105 KOHEN LUKE DRIVE LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| REGIONS INSURANCE INC3 | 6000 POPLAR AVE STE 300 MEMPHIS, TN 38119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| BKS BENEFITS PLUS LLC3 | 205 PINECREST DRIVE COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| MCKAY STRATEGIC BENEFITS LLC3 | 110 TRAVIS STREET LAFAYETTE, LA 70503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JOEY MIGUES3 Filed as: JOEY THOMAS MIGUES | 306 W MAIN STREET NEW IBERIA, LA 705603643 | AMERITAS LIFE INSURANCE CORP | $2K | — | $2K | 2.94% |
| KEVIN JOSEPH SIMONEAUX3 | 675 HIGHWAY 742 OPELOUSAS, LA 705701469 | AMERITAS LIFE INSURANCE CORP | $1K | — | $1K | 1.47% |
| JAMES VAN WALLACE3 | 201 WINDVALE CT SUNSET, LA 705846141 | AMERITAS LIFE INSURANCE CORP | $1K | — | $1K | 1.47% |
| JOEY MIGUES3 Filed as: JOEY T. MIGUES | 103 BALTUSCOL DRIVE BROUSSARD, LA 70560 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 12.50% |
| FORESTER BENEFITS MANAGEMENT LLC3 | 8081 KINGSTON PIKE STE 50 KNOXVILLE, TN 37919 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| KEVIN JOSEPH SIMONEAUX3 Filed as: KEVIN J. SIMONEAUX | 675 HWY 742 OPELOUSAS, LA 70570 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $799 | — | $799 | 6.25% |
| JAMES VAN WALLACE3 | 201 WINDVALE COURT SUNSET, LA 70584 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $799 | — | $799 | 6.25% |
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 | 334 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 334 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE AND BLUE SHIELD OF LOUISIANA | 224 | $1.0M |
| Dental | AMERITAS LIFE INSURANCE CORP | 334 | $71K |
| Vision | AMERITAS LIFE INSURANCE CORP | 334 | $71K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 289 | $206K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 234 | $13K |
| Prescription drug | BLUE CROSS BLUE AND BLUE SHIELD OF LOUISIANA | 224 | $1.0M |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 289 | $206K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 334 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.