| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EUSTIS BENEFITS LLC3 | 110 VETERANS MEMORIAL BLV STE 200 METAIRIE, LA 70005 | HUMANA HEALTH PLAN, INC. | $54K | — | $54K | 8.28% |
| ASHLEY COPELAND3 | PO BOX 323 YOUNGSVILLE, LA 70592 | LEADERS LIFE INSURANCE COMPANY | $17K | — | $17K | 26.52% |
| CRESCENT CITY BENEFITS INS3 Filed as: CRESCENT CITY BENEFITS INC | 4323 DIVISION ST STE 111 METAIRIE, LA 70002 | LEADERS LIFE INSURANCE COMPANY | $9K | — | $9K | 13.82% |
| BROKER CENTRIC ALLIANCE3 | 8510 S. PENNSYLVANIA AVE STE B OKLAHOMA CITY, OK 73159 | LEADERS LIFE INSURANCE COMPANY | $1K | — | $1K | 2.32% |
| EUSTIS BENEFITS LLC3 | 110 VETERANS MEMORIAL BLVD STE 200 METAIRIE, LA 70005 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 8.95% |
| ASHLEY COPELAND3 Filed as: ASHLEY ANN COPELAND | P.O. BOX 323 YOUNGSVILLE, LA 70592 | LEADERS LIFE INSURANCE COMPANY | $28K | — | $28K | 49.91% |
| CRESCENT CITY BENEFITS INS3 Filed as: CRESCENT CITY BENEFITS | 4323 DIVISION STREET SUITE 111 METAIRIE, LA 70002 | LEADERS LIFE INSURANCE COMPANY | $12K | — | $12K | 22.20% |
| BROKER CENTRIC ALLIANCE3 | 1350 S. BOULDER AVE. SUITE 900 TULSA, OK 74119 | LEADERS LIFE INSURANCE COMPANY | $3K | — | $3K | 4.56% |
| BAFFIN BAY MARKETING GROUP, LLC3 | PO BOX 161690 AUSTIN, TX 78716 | LEADERS LIFE INSURANCE COMPANY | $3K | — | $3K | 4.56% |
| KAREN L BURGESS3 | 5140 WEAVER RD APT C12 BESSEMER, AL 35022 | LEADERS LIFE INSURANCE COMPANY | $233 | — | $233 | 0.42% |
| LESLIE SANBORN KELLY3 | 4717 REICH ST METAIRIE, LA 70006 | LEADERS LIFE INSURANCE COMPANY | $148 | — | $148 | 0.27% |
| TABITHA DENISE DUGAS3 | 5140 WEAVER RD APT C12 LAKE CHARLES, LA 70605 | LEADERS LIFE INSURANCE COMPANY | $133 | — | $133 | 0.24% |
| ASHLEY COPELAND3 | PO BOX 323 YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 5.34% |
| MCKAY STRATEGIC BENEFITS LLC3 | 106 EMERSON RD YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $959 | $1 | $960 | 2.72% |
| KATHLEEN A BARTLETT3 | 205 ELIAS G. RD. LAYFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $734 | — | $734 | 2.08% |
| ANGEL SOLTON DAVIDSON3 | 316 JOHNSTON STREET ALEXANDRIA, LA 71301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $522 | — | $522 | 1.48% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW RD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $334 | — | $334 | 0.95% |
| HUGH ANTHONY ANDREWS3 | 320 AUTUMN LAKES ROAD SLIDELL, LA 70461 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | — | $296 | 0.84% |
| ARIEN SHAUN LEWIS3 | 308 RAINBOW DR. PINEVILLE, LA 71360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.17% |
| BOBBY CLARK3 | 303 WATERVIEW RD. YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.14% |
| PENNY LYNN MEHRTENS3 | 716 MELANIE AVE METAIRIE, LA 70003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $1 | $36 | 0.10% |
| ELYSIAN INSURANCE AGENCY3 | 4736 WEST NAPOLEAN AVE METAIRIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $7 | $34 | 0.10% |
| GILES CONSULTING GROUP INC3 | 9826 MANSFIELD ROAD SHREVEPORT, LA 71118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.03% |
| JS YOUNG AND ASSOCIATES3 | 28558 VENETTE CT PONCHATOULA, LA 70454 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.02% |
| ENID CHANDLER3 | 4736 W NAPOLEON AVE METARIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| SENSSIBLE WORKSITE SOLUTIONS LLC3 | 8733 SIEGEN LANE BATON ROUGE, LA 70810 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| STEPHANIE ANNE DAUZAT3 | 533 BOB ODOM LOOP WOODWORTH, LA 71485 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| ANDRE JEROME GONZAQUE3 | 17701 SUMMA HILL RD LIVINGSTON, LA 70754 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| BRIAN TATES3 | 146 MOOR ROAD SHREVEPORT, LA 71106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| ASHLEY COPELAND3 | PO BOX 323 YOUNGSVILLE, LA 70592 | HUMANA INSURANCE COMPANY | $11K | — | $11K | 34.22% |
| CRESCENT CITY BENEFITS INS3 Filed as: CRESCENT CITY BENEFITS INC | 4323 DIVISION ST STE 111 METAIRIE, LA 70002 | HUMANA INSURANCE COMPANY | $5K | — | $5K | 15.15% |
| BAFFIN BAY MARKETING GROUP, LLC3 | PO BOX 161690 AUSTIN, TN 78716 | HUMANA INSURANCE COMPANY | $2K | — | $2K | 6.00% |
| BROKER CENTRIC ALLIANCE3 | 8510 S. PENNSYLVANIA AVE STE B OKLAHOMA CITY, OK 73159 | HUMANA INSURANCE COMPANY | $1K | — | $1K | 4.00% |
| ASHLEY COPELAND3 | PO BOX 323 YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 6.71% |
| MCKAY STRATEGIC BENEFITS LLC3 | 106 EMERSON RD YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $675 | $1 | $676 | 2.75% |
| KATHLEEN A BARTLETT3 | 205 ELIAS G. RD. LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $630 | — | $630 | 2.57% |
| JOHN BRADLEY SHACKELFORD3 | PO BOX 502 VERNON, AL 35592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $350 | $8 | $358 | 1.46% |
| JERRY A EDGAR3 | 7021 S 38TH ST LINCOLN, NE 68516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $252 | $7 | $259 | 1.06% |
| HUGH ANTHONY ANDREWS3 | 320 AUTUMN LAKES ROAD SLIDELL, LA 70461 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | — | $119 | 0.48% |
| ANGEL SOLTON DAVIDSON3 | 316 JOHNSTON STREET ALEXANDRIA, LA 71301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | — | $90 | 0.37% |
| DEMPSEY D BELL3 | 546 BENDER RD MINTER, AL 36761 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | $10 | $61 | 0.25% |
| BOBBY CLARK3 | 303 WATERVIEW RD. YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | — | $48 | 0.20% |
| D'ARCIPRETE & ASSOCIATES INC3 | 12945 US HIGHWAY 331 MONTGOMERY, AL 36105 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $30 | $47 | 0.19% |
| ROBERT E ELLIS3 | 11261 WRIGHT CIRCLE OMAHA, NE 68144 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $8 | $27 | 0.11% |
| CRISS BUTLER3 | 4924 EASTRIDGE DR OMAHA, NE 68134 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.08% |
| JS YOUNG AND ASSOCIATES3 | 28558 VENETTE CT PONCHATOULA, LA 70454 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.06% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW RD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| EUSTIS BENEFITS LLC3 | 110 VETERANS MEMORIAL BLVD STE 200 METAIRIE, LA 70005 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 6.14% |
| RORY RONIGER3 | 6065 MAGAZINE ST NEW ORLEANS, LA 70118 | METROPOLITAN LIFE INSURANCE COMPANY | $496 | — | $496 | 2.74% |
| EUSTIS BENEFITS LLC3 | 110 VETERANS MEMORIAL BLV STE 200 METAIRIE, LA 70005 | HUMANA HEALTH BENEFIT PLAN OF LOUISIANA, INC. | $1K | $340 | $2K | 12.33% |
| ASHLEY COPELAND3 | PO BOX 323 YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $760 | — | $760 | 11.38% |
| MCKAY STRATEGIC BENEFITS LLC3 | 106 EMERSON RD YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $712 | $1 | $713 | 10.68% |
| KATHLEEN A BARTLETT3 | 205 ELIAS G. RD. LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $204 | — | $204 | 3.05% |
| ANGEL SOLTON DAVIDSON3 | 316 JOHNSTON STREET ALEXANDRIA, LA 71301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $200 | — | $200 | 2.99% |
| ARIEN SHAUN LEWIS3 | 308 RAINBOW DR. PINEVILLE, LA 71360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | — | $132 | 1.98% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW RD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | — | $113 | 1.69% |
| HUGH ANTHONY ANDREWS3 | 320 AUTUMN LAKES ROAD SLIDELL, LA 70461 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | — | $109 | 1.63% |
| NATALIE LEAL FREEBAIRN3 | 101 BELLCOURT DR LAYFAYETTE, LA 70507 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | — | $75 | 1.12% |
| STEPHANIE ANNE DAUZAT3 | 533 BOB ODOM LOOP WOODWORTH, LA 71485 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.15% |
| ANDRE JEROME GONZAQUE3 | 17701 SUMA HILL RD LIVINGSTON, LA 70754 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.15% |
| EUSTIS BENEFITS LLC3 | 110 VETERANS MEMORIAL BLVD SUITE 200 METAIRIE, LA 70005 | TRANSAMERICA LIFE INSURANCE COMPANY | $291 | — | $291 | 11.97% |
| JOSEPH H SHAW3 Filed as: JOSEPH SHAW | 9008 RUSHING RIVER WAY NICEVILLE, FL 32578 | TRANSAMERICA LIFE INSURANCE COMPANY | $23 | — | $23 | 0.95% |
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 | 254 | 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) | 254 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA HEALTH PLAN, INC. | 254 | $654K |
| Dental(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP. | 253 | $38K |
| Vision(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP. | 132 | $39K |
| Life insurance(4 contracts, 3 carriers) | LEADERS LIFE INSURANCE COMPANY | 308 | $184K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 36 | $63K |
| Stop-loss / reinsurancereinsurance | HUMANA HEALTH PLAN, INC. | 254 | $654K |
| Other(8 contracts, 5 carriers) | LEADERS LIFE INSURANCE COMPANY | 308 | $299K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 308 | — |
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.