| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | DELTA DENTAL INSURANCE COMPANY | $122K | $0 | $122K | 8.00% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | HARTFORD LIFE AND ACCIDENT | $0 | $50K | $50K | 4.83% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON SPECIALTIES, LLC | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $36K | $36K | 3.54% |
| LOCKTON COMPANIES, LLC3 | PO BOX 123042 DALLAS, TX 75312 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $23K | $23K | 2.27% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 500 DOVER BOULEVARD SUITE 110 LAFAYETTE, LA 70503 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62K | $0 | $62K | 17.06% |
| LACEY FONTENOT3 | 113 FLAGG BOULEVARD BULIDING SUITE D LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11K | $0 | $11K | 2.96% |
| SHELBY KENNEDY3 | 522 ST PATRICK STREET LAFAYETTE, LA 70506 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 0.96% |
| KEITH WILLIAM BELLE3 Filed as: KEITH W. BELLE | 113 FLAGG PLACE BUILDING 60 LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 0.77% |
| MICHAEL E BENSON3 Filed as: MICHAEL E. BENSON | 113 FLAGG PLACE BUILDING 6 LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 0.32% |
| SARINA YUSOFE3 | 206 SARA DEE PARKWAY LAFAYETTE, LA 70508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $475 | $0 | $475 | 0.13% |
| MORGAN BRENKE3 Filed as: MORGAN BRENKE AND OTHER AGENTS | 123 PEAK RUN YOUNGSVILLE, LA 70592 | CONTINENTAL AMERICAN INSURANCE COMPANY | $316 | $0 | $316 | 0.09% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | AMERITAS LIFE INSURANCE CORPORATION | $0 | $10K | $10K | 2.71% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE SUITE 100 DENVER, CO 80237 | HARTFORD LIFE AND ACCIDENT | $0 | $555 | $555 | 1.99% |
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 | 4,231 | 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) | 4,231 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 5,753 | $1.5M |
| Vision | AMERITAS LIFE INSURANCE CORPORATION | 6,340 | $364K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 5,565 | $1.0M |
| Short-term disability(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,019 | $1.4M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,019 | $1.0M |
| Other(3 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 4,317 | $492K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,340 | — |
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.