| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 110 VETERANS MEMORIAL BLVD STE 200 METAIRIE, LA 70005 | BLUE CROSS BLUE SHIELD OF LOUISIANA | $39K | $20K | $59K | 5.57% |
| MOHR BENEFITS LLC3 | 248 HESPER AVE METAIRIE, LA 70005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $1K | $10K | 9.37% |
| MICHELE MOHR PARADISE3 | 1705 RIDGELAKE DR METAIRIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $212 | $2K | 1.54% |
| KRISTEN SYLVERA BOURGEOIS3 | 3608 JAMES DR METAIRIE, LA 70003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $864 | — | $864 | 0.83% |
| WARD L RIPLEY3 | 19152 WOODLANE DRIVE COVINGTON, LA 70433 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $794 | — | $794 | 0.76% |
| GARY L. ROSIERE3 Filed as: GARY L ROSIERE | P.O. BOX 2721 GRETNA, LA 70054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $249 | $5 | $254 | 0.24% |
| MARK E. LEVEQUE3 Filed as: MARK E LEVEQUE | 4413 HENICAN PL METAIRIE, LA 70003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | — | $152 | 0.15% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | 0.04% |
| LEE E FRITZE3 | 150 TUDOR AVE RIVER RIDGE, LA 70123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 3300 W ESPLANADE AVENUE S STE 301 METAIRIE, LA 70002 | AMERITAS LIFE INSURANCE CORP | $6K | — | $6K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 8144 WALNUT HILL LN FL 16 DALLAS, TX 75231 | AMERITAS LIFE INSURANCE CORP | — | $712 | $712 | 1.11% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD SUITE 2400 HOUSTON, TX 77042 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | $2K | $8K | 20.06% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD SUITE 2400 HOUSTON, TX 77042 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $831 | $2K | 15.18% |
| MARSH & MCLENNAN AGENCY LLC3 | 2500 CITY WEST BLVD STE 2400 HOUSTON, TX 77042 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $729 | $3K | 20.11% |
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 | 111 | 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) | 111 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 149 | $1.1M |
| Dental | AMERITAS LIFE INSURANCE CORP | 200 | $64K |
| Vision | AMERITAS LIFE INSURANCE CORP | 200 | $64K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 111 | $119K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 111 | $146K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 111 | $16K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 149 | $1.1M |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 111 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 200 | — |
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.