| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST AGENCY | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | AETNA HEALTH, INC. | $100K | — | $100K | 5.00% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC. | 5110 N 40TH STREET-STE 234 PHOENIX, AZ 85018 | AETNA HEALTH, INC. | $30K | — | $30K | 1.50% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | $6K | $14K | 7.19% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | PO BOX 2456 LAFAYETTE, LA 70502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | — | $10K | 5.03% |
| SCOTT J CHAMBERS3 | 609 EMMELINE STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $2K | $7K | 3.62% |
| BETTY ROMERO3 | 100 LOREN AVE. NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $316 | $4K | 2.07% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD ROAD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $785 | $3K | 1.64% |
| JODIE C MIGUES3 Filed as: JODIE C. MIGUES | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 1.50% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $503 | $189 | $692 | 0.37% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | — | $130 | 0.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 1298 OPELOUSAS, LA 70571 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.04% |
| BRUCE CROHN LLC3 Filed as: BRUCE BOYLES | 24119 AZURE SKY DRIVE SPRING, TX 77373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.03% |
| LULA D HOTARD3 Filed as: LULA D. HOTARD | 184 ST CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.02% |
| ROBERT EDDY JR.3 | 500 DOVER BLVD LAFAYETTE, LA 70503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES INC. | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| MOUNTAIN STATE EMPLOYEE BENEFITS3 | 103 6TH AVE ST ALBANS, WV 25177 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $3 | $10 | 0.01% |
| TIFFANY GODLEY SMITH3 Filed as: TIFFANY BOURGEOIS-HOLMES | 2806 ADELE LANE NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INC. | 600 JEFFERSON STREET-STE 200 LAFAYETTE, LA 70501 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 10.00% |
| MARK S METTILLE3 | 107 CANDLELIGHT LANE MORRIS, IL 60450 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 5.00% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $5K | 7.18% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | PO BOX 2456 LAFAYETTE, LA 70502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 5.14% |
| SCOTT J CHAMBERS3 Filed as: SCOTT J. CHAMBERS | 609 EMMELINE STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $587 | $3K | 3.97% |
| BETTY ROMERO3 | 100 LOREN AVE. NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $119 | $1K | 2.15% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD ROAD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $784 | $303 | $1K | 1.72% |
| JODIE C MIGUES3 Filed as: JODIE C. MIGUES | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 1.61% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $177 | $69 | $246 | 0.39% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW ROAD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $141 | — | $141 | 0.22% |
| KATHLEEN A BARTLETT3 | 205 ELIAS G. ROAD LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.10% |
| BSK BENEFITS PLUS LLC3 Filed as: BSK BENEFITS PLUS, LLC | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $57 | — | $57 | 0.09% |
| LULA D HOTARD3 | 184 ST CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.04% |
| MCKAY STRATEGIC BENEFITS LLC3 | 106 EMERSON ROAD YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 1298 OPELOUSAS, LA 70571 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.03% |
| BRUCE CROHN LLC3 Filed as: BRUCE BOYLES | 24119 AZURE SKY DRIVE SPRING, TX 77373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| BOBBY CLARK3 | 303 WATERVIEW ROAD YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| LOUISIANA AUTOMOTIVE DEALERS INC.3 | 7526 PICARDY AVENUE BATON ROUGE, LA 70808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
| CHRISLYN FREDERICK3 | 535 WILD FORREST DRIVE DAVENPORT, FL 33837 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| G BARILLEAUX & ASSOCIATES INC3 Filed as: G BARILLEAUX & ASSOCIATES, INC. | 105 KOHEN LUKE DRIVE LAFAYETTE, LA 70506 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| TIFFANY GODLEY SMITH3 Filed as: TIFFANY BOURGEOIS-HOLMES | 2806 ADELE LANE NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | PO BOX 2456 LAFAYETTE, LA 70502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 7.85% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $973 | $467 | $1K | 5.00% |
| SCOTT J CHAMBERS3 | 609 EMMELINE STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $529 | $113 | $642 | 2.23% |
| JODIE C MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $302 | — | $302 | 1.05% |
| BETTY ROMERO3 | 100 LOREN AVE NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $279 | $18 | $297 | 1.03% |
| GROUP VOLUNTARY BENEFITS LLC3 | 29103 CHURCH OF GOD ROAD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $216 | $51 | $267 | 0.93% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | $25 | $104 | 0.36% |
| GREGORY J MORETTINI3 | 4736 W NAPOLEAN AVE METAIRIE, LA 70001 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.15% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.03% |
| TIFFANY GODLEY SMITH3 Filed as: TIFFANY BOURGEOIS-HOLMES | 2806 ADELE LANE NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST INS AGNY | 600 JEFFERSON ST-STE 200 LAFAYETTE, LA 70501 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 18.99% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC. | 5110 N 40TH STREET, SUITE 234 PHOENIX, AZ 85018 | AETNA LIFE INSURANCE COMPANY | $637 | — | $637 | 7.77% |
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 | 395 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 401 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | AETNA HEALTH, INC. | 403 | $2.3M |
| Dental(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 396 | $164K |
| Vision(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 396 | $164K |
| Life insurance(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 396 | $164K |
| Short-term disability(3 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $282K |
| Other(5 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 396 | $445K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 403 | — |
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.