| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 4801 MAIN ST. STE 350 KANSAS CITY, MO 641122749 | UNITEDHEALTHCARE INSURANCE COMPANY | $84K | — | $84K | 6.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 6421 PERKINS RD. STE 2B BATON ROUGE, LA 708086200 | UNITEDHEALTHCARE INSURANCE COMPANY | $44K | — | $44K | 3.28% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | P.O. BOX 2868 HOUMA, LA 703612868 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.17% |
| MERITAIN HEALTH3 | 9201 WATSON ROAD, SUITE 200 ST. LOUIS, MO 63126 | COMPANION LIFE INSURANCE COMPANY | — | $19K | $19K | 7.00% |
| SHARON HANNAHAN3 | THE EMPLOYEE BENEFITS CORP. 2800 VETERANS MEMORIAL BLVD. #365 METAIRIE, LA 70002 | COMPANION LIFE INSURANCE COMPANY | $16K | — | $16K | 6.00% |
| CRESCENT DENTAL PLAN3 | P.O. BOX 2140 MANDEVILLE, LA 704702140 | COMPANION LIFE INSURANCE COMPANY | — | $12K | $12K | 4.50% |
| TOM BESSELMAN3 | THE BESSELMAN AGENCY 6421 PERKINS ROAD BATON ROUGE, LA 70808 | COMPANION LIFE INSURANCE COMPANY | $8K | — | $8K | 3.00% |
| THE BENEFITS SOLUTION GROUP3 | 8702 JEFFERSON HIGHWAY, SUITE A BATON ROUGE, LA 708092233 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $26K | — | $26K | 9.95% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 6421 PERKINS ROAD, BLDG. A STE 2B BATON ROUGE, LA 70808 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $16K | — | $16K | 6.30% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES INC. | 1250 CAPITAL OF TX HWY S BLDG II STE 600 AUSTIN, TX 78746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $3K | $3K | 1.23% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | 840 GESSNER RD STE 600 THREE MEMORIAL CITY HOUSTON, TX 770244145 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $16 | $24K | 9.99% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS. SERVICES LLC | P.O. BOX 3716 NORFOLK, VA 235143716 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 1.75% |
| HOLLIS COMPANIES LLC3 | 2800 VETERANS BLVD. SUITE 365 METAIRIE, LA 70002 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 16.23% |
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 | 837 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 183 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,020 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | COMPANION LIFE INSURANCE COMPANY | 316 | $272K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 2,115 | $1.3M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,835 | $241K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,030 | $257K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 2,115 | $1.3M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,835 | $296K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,115 | — |
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.