| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST AGENCY | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $65K | $48K | $112K | 5.22% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | PO BOX 2456 LAFAYETTE, LA 70502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | — | $15K | 6.50% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $4K | $11K | 4.89% |
| SCOTT J CHAMBERS3 | 609 EMMELINE STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $7K | 3.02% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD ROAD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $963 | $4K | 1.56% |
| BETTY ROMERO3 | 100 LOREN AVE. NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $521 | $3K | 1.44% |
| JODIE C MIGUES3 Filed as: JODIE MIGUES | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 1.24% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $404 | $175 | $579 | 0.25% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $89 | — | $89 | 0.04% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW ROAD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.01% |
| BRUCE CROHN LLC3 Filed as: BRUCE BOYLES | 24119 AZURE SKY DRIVE SPRING, TX 77373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.01% |
| ROBERT EDDY JR.3 | 500 DOVER BLVD, SUITE 100 LAFAYETTE, LA 70503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| LULA D HOTARD3 Filed as: LULA D. HOTARD | 184 ST CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 | PO BOX 1298 OPELOUSAS, LA 70571 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| MCKAY STRATEGIC BENEFITS LLC3 | 119 BRIARMEADOW DRIVE LAFAYETTE, LA 70508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| KATHLEEN A BARTLETT3 | 205 ELIAS G. ROAD LAFAYETTE, LA 70506 | 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 | $3K | $19K | 11.61% |
| MARK S METTILLE3 | 107 CANDLELIGHT LANE MORRIS, IL 60450 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | PO BOX 2456 LAFAYETTE, LA 70502 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 4.69% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $503 | $2K | 3.60% |
| SCOTT J CHAMBERS3 Filed as: SCOTT J. CHAMBERS | 609 EMMELINE STREET NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $767 | $115 | $882 | 1.82% |
| BETTY ROMERO3 | 100 LOREN AVE. NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $589 | $101 | $690 | 1.43% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD ROAD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $415 | $117 | $532 | 1.10% |
| JODIE C MIGUES3 Filed as: JODIE C. MIGUES | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $439 | — | $439 | 0.91% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $22 | $77 | 0.16% |
| BSK BENEFITS PLUS LLC3 Filed as: BSK BENEFITS PLUS, LLC | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.06% |
| LULA D HOTARD3 | 184 ST CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.05% |
| BRUCE CROHN LLC3 Filed as: BRUCE BOYLES | 24119 AZURE SKY DRIVE SPRING, TX 77373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.03% |
| LOUISIANA AUTOMOTIVE DEALERS INC.3 | 7526 PICARDY AVENUE BATON ROUGE, LA 70808 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.02% |
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 | 348 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 350 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 349 | $2.4M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 350 | $164K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 350 | $164K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 350 | $164K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 153 | $283K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 349 | $2.2M |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 350 | $447K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 350 | — |
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.