| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 9220 ELLERBE RD STE 700 SHREVEPORT, LA 71106 | VANTAGE HEALTH PLAN, INC. | $52K | — | $52K | 2.89% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 9220 ELLERBE RD. STE 700 SHREVEPORT, LA 71106 | VANTAGE HEALTH PLAN, INC. | $6K | — | $6K | 2.90% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 470 ASHLEY RIDGE BLVD SHREVEPORT, LA 711067228 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $41 | $15K | 14.88% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2 PIERCE PL FL 14 ITASCA, IL 601431203 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.37% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 9220 ELLERBE RD STE 700 SHREVEPORT, LA 71106 | VANTAGE HEALTH PLAN, INC. | $2K | — | $2K | 2.90% |
| TFG FINANCIAL GROUP BENEFITS LLC3 | 1754 E 70TH ST SHREVEPORT, LA 711055213 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.28% |
| TFG FINANCIAL GROUP BENEFITS LLC3 | 1754 E 70TH ST SHREVEPORT, LA 711055213 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 20.21% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 9220 ELLERBE RD STE 700 SHREVEPORT, LA 71106 | VANTAGE HEALTH PLAN, INC. | $512 | — | $512 | 2.90% |
| JAMIE SMITH MARTIN3 | 6815 ISABELLA DRIVE ALEXANDRIA, LA 71301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $261 | $2K | 20.06% |
| YOLANDE THORNHILL3 | 5003 MASONIC DR. SUITE 112 ALEXANDRIA, LA 71303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $943 | $538 | $1K | 13.32% |
| CHARLINE PARKER3 Filed as: CHARLINE T PARKER | 6390 TWIN BRIDGES RD ALEXANDRIA, LA 71303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $491 | $93 | $584 | 5.25% |
| GROUP VOLUNTARY BENEFITS LLC3 | 201 WILDWOOD DR HAMMOND, LA 70401 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $286 | $162 | $448 | 4.03% |
| DANA NICOLE CAMPBELL3 | PO BOX 38 TIOGA, LA 71477 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $431 | $11 | $442 | 3.98% |
| TERRELL & COMPANY INC3 Filed as: TERRELL AGENCY INC | 242 GULFWAY DRIVE HACKBERRY, LA 70645 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | — | $134 | 1.21% |
| TERRI L FIRMIN3 Filed as: TERRI FIRMIN | 2866 HWY 114 HESSMER, LA 71341 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | $21 | $121 | 1.09% |
| TI BENEFITS INC3 | 2866 HWY 114 HESSMER, LA 71341 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | $3 | $115 | 1.03% |
| FRENCH INSURANCE GROUP INC3 | PO BOX 14806 MONROE, LA 71207 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.53% |
| FLOYD WIGGINS3 Filed as: FLOYD H WIGGINS | 7901 CEDAR CREEK CIRCLE HAUGHTON, LA 71037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.53% |
| BSK BENEFITS PLUS LLC3 | 205 PINECREST DR COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.18% |
| TFG FINANCIAL GROUP BENEFITS LLC3 | 1754 E 70TH ST SHREVEPORT, LA 711055213 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $480 | $2K | 20.32% |
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 | 292 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 300 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 279 | $98K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 283 | $36K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 58 | $9K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 44 | $44K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 18 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.