| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BANCORP SOUTH INS SRVCS INC3 | 4041 ESSEN LN STE 400 BATON ROUGE, LA 70809 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $5K | $19K | 19.92% |
| BXS INSURANCE INC3 | P.O. BOX 3809 BATON ROUGE, LA 70821 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | $0 | $5K | 5.99% |
| BANCORP SOUTH INS SRVCS INC3 | 4041 ESSEN LN STE 400 BATON ROUGE, LA 70809 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $4K | $15K | 19.90% |
| BANCORP SOUTH INS SRVCS INC3 | 4041 ESSEN LN STE 400 BATON ROUGE, LA 70809 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $3K | $13K | 19.92% |
| RUTHIE A LAGRONE3 | 3255 MORNING GLORY AVE BATON ROUGE, LA 70808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.73% |
| PATRICE ELAINE MCCARDLE-HEINE3 Filed as: PATRICE ELAINE MCCARDLE - HEINE | 10281 THIBIDEAUX RD DENHAM SPRINGS, LA 70706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $991 | $0 | $991 | 2.68% |
| MATTHEW MEHLON3 | P.O. BOX 80521 BATON ROUGE, LA 70898 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $415 | $50 | $465 | 1.26% |
| CREATEIVE EMPLOYEE BENEFIT SERVICES3 | P.O. BOX 83278 BATON ROUGE, LA 70884 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $350 | $62 | $412 | 1.11% |
| GREG H TOWN3 | 4826 JAMESTOWN AVE STE 2B BATON ROUGE, LA 70808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $292 | $0 | $292 | 0.79% |
| LES-LEIGH CARGILL3 | 1280 ALMAGRE PEAK DR COLORADO SPRINGS, CO 80921 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $0 | $126 | 0.34% |
| INTEGRITY BENEFIT SOLUTIONS LLC3 | 39014 PRAIRIE NORTH DRIVE GONZALES, LA 70737 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $0 | $107 | 0.29% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | $0 | $78 | 0.21% |
| RANDALL LEWIS VINCENT3 | 13451 PRAIRIE LANE WALKER, LA 70785 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $0 | $30 | 0.08% |
| BRANDY FAUCHEUX3 | 12310 ARNOLD RD WALKER, LA 70785 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.06% |
| ROXY KUGLER3 | 20031 LOUISIANA HWY 16 DENHAM SPRINGS, LA 70726 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.02% |
| TRACY HANAGRIFF3 | 3312 RIVERWALK DR BATON ROUGE, LA 70820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| BANCORP SOUTH INS SRVCS INC3 | 4041 ESSEN LN STE 400 BATON ROUGE, LA 70809 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 19.94% |
| BANCORP SOUTH INS SRVCS INC3 | 4041 ESSEN LN STE 400 BATON ROUGE, LA 70809 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 19.96% |
| PATRICE ELAINE MCCARDLE-HEINE3 | 10281 THIBIDEAUX RD DENHAM SPRINGS, LA 70706 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | $0 | $139 | 2.71% |
| RUTHIE A LAGRONE3 | 3255 MORNING GLORY AVE BATON ROUGE, LA 70808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 1.29% |
| CREATIVE EMPLOYEE BENEFIT SERVICES3 | P.O. BOX 83278 BATON ROUGE, LA 70884 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | $6 | $52 | 1.02% |
| BRANDY FAUCHEUX3 | 12310 ARNOLD RD WALKER, LA 70785 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.78% |
| GREG H TOWN3 | 4826 JAMESTOWN AVE STE 2B BATON ROUGE, LA 70808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 0.68% |
| LES-LEIGH CARGILL3 | 1280 ALMAGRE PEAK DRIVE COLORADO SPRINGS, CO 80921 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.39% |
| STEVEN MULLEN3 | 8685 JOOR RD BATON ROUGE, LA 70818 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.20% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.18% |
| BLANCHARD E SANCHEZ3 Filed as: BLANCHARD SANCHEZ | C/O MCARTHUR SANCHEZ ASSOC BATON ROUGE, LA 70809 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.08% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LA INC | 8702 JEFFERSON HWY BATON ROUGE, LA 70809 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.04% |
| WRIGHT & PERCY OF BANCORP SOUTH3 | 4041 ESSEN LANE SUITE 400 BATON ROUGE, LA 70809 | BLUE CROSS BLUE SHIELD OF LOUISIANA | $38K | $13K | $50K | — |
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 | 238 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 246 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 650 | $0 |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 125 | $78K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 125 | $78K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 328 | $33K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 327 | $64K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 328 | $96K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 650 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF LOUISIANA | 650 | $0 |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 152 | $139K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 650 | — |
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.