No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment advisory (plan) Service code 27 | 1285 AVENUE OF THE AMERICAS NEW YORK, NY 10019 | $55K |
| TED WINDSOR & ASSOCIATES EIN 36-4374704 NONE | Consulting (general); Actuarial Service code 11 | 902 GREENWOOD AVE WINNETKA, IL 60093 | $36K |
| ROBEIN URANM SPENCER PICARD EIN 72-0999672 NONE | Legal Service code 29 | 2540 SEVERN AVE STE 400 METAIRIE, LA 70002 | $17K |
| DENNIS G JENKINS, CPA,LLC EIN 20-5886120 NONE | Accounting (including auditing) Service code 10 | 1690 STONE VILLAGE LN STE 501 KENNESAW, GA 30152 | $15K |
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 | 451 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 487 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 451 | $0 |
| Dental | BLUE CROSS BLUE SHIELD OF LOUISIANA | 451 | $0 |
| Life insurance | METROPLOTAN LIFE INSURANCE COMPANY | 451 | $54K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 451 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF LOUISIANA | 451 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 451 | — |
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.