No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT RESOURCES, INC. EIN 76-0560949 NONE | Plan Administrator Service code 14 | 8441 GULF FREEWAY SUITE 304 HOUSTON, TX 77017 | $144K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment advisory (plan) Service code 27 | 1285 AVENUE OF THE AMERICAS NEW YORK, NY 10019 | $79K |
| TED WINDSOR & ASSOCIATES EIN 36-4374704 NONE | Consulting (general); Actuarial Service code 11 | 902 GREENWOOD AVE WINNETKA, IL 60093 | $50K |
| ROBIEN, URANN, SPENCER, PICARD & CA EIN 72-0999672 NONE | Legal Service code 29 | 2540 SEVERN AVE SUITE 400 METAIRIE, LA 70002 | $32K |
| EDWARDS AND LEATHERS, P.C. EIN 20-8739519 NONE | Accounting (including auditing) Service code 10 | PO BOX 860 BAYTOWN, TX 77522 | $14K |
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 | 595 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 31 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 626 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 1,401 | $0 |
| Dental | BLUE CROSS BLUE SHIELD OF LOUISIANA | 1,401 | $0 |
| Life insurance | METROPOLOTAN INSURANCE COMPANY | 595 | $61K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 1,401 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF LOUISIANA | 1,401 | $0 |
| Other | METROPOLOTAN INSURANCE COMPANY | 595 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,401 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.