| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS & FARR AGENCY, INC. | 2200 TOWER DRIVE MONROE, LA 712015753 | AMERITAS LIFE INSURANCE CORP. | $12K | — | $12K | 10.02% |
| KEVIN JAY THOMPSON3 | 205 PINECREST DR COVINGTON, LA 704334549 | AMERITAS LIFE INSURANCE CORP. | $2K | — | $2K | 1.46% |
| HOWARD ELEE TRICHEL3 | P.O. BOX 2447 MONROE, LA 712072447 | AMERITAS LIFE INSURANCE CORP. | $2K | — | $2K | 1.46% |
| ANN LAURA TRICHEL3 | 223 CREEK STONE DR WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $230 | $2K | 11.51% |
| THOMAS & FARR AGENCY INC3 Filed as: THOMAS & FARR AGENCY | 2200 TOWER DRIVE MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $612 | $5 | $617 | 3.92% |
| TODD TRICHEL3 | 223 CREEKSTONE DR. WEST MONROE, LA 71291 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | — | $83 | 0.53% |
| TERRELL & COMPANY INC3 Filed as: TERRELL AGENCY, INC. | 242 GULFWAY DRIVE HACKBERRY, LA 70645 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.25% |
| BSK BENEFITS PLUS LLC3 Filed as: BSK BENEFITS PLUS, LLC | 205 PINECREST DR. COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.18% |
| BRANDIE L JAGER3 Filed as: BRANDIE L. JAGER | 202 LAKESIDE VILLA DIAMONDHEAD, MS 39525 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.08% |
| PROFESSIONAL BENEFITS CONSULTANTS3 | P.O. BOX 12612 ALEXANDRIA, LA 71303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.07% |
| CHARLINE PARKER3 Filed as: CHARLINE T. PARKER | 6390 TWIN BRIDGES RD. ALEXANDRIA, LA 71303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.07% |
| R R HOGAN & ASSOCIATES3 | 406 TREMONT DRIVE RUSTON, LA 71270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.06% |
| RICHARD RUSSELL HOGAN3 Filed as: RICHARD HOGAN | 406 TREMONT DRIVE RUSTON, LA 71270 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| WHITNEY NICOLE JOHNSON3 | 2631 PLUM GROVE ROAD PIONEER, LA 71266 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $2 | $3 | 0.02% |
| MEGAN ELIZABETH TILL3 | 141 DESIARD STREET MONROE, LA 71201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $1 | $2 | 0.01% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | — | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $45K | $22K | $67K | — |
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 | 219 | 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) | 219 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 219 | $0 |
| Dental | AMERITAS LIFE INSURANCE CORP. | 210 | $117K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 210 | $117K |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 24 | $16K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 219 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 219 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.