| 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 | $68K | $53K | $120K | 5.33% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $4K | $19K | 8.05% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $5K | $14K | 5.83% |
| SCOTT J CHAMBERS3 | 609 EMMELINE STREET NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $647 | $5K | 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 | $3K | $559 | $3K | 1.30% |
| JODIE C MIGUES3 Filed as: JODIE MIGUES | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 1.16% |
| BETTY ROMERO3 | 100 LOREN ST NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $198 | $2K | 1.02% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $332 | $234 | $566 | 0.24% |
| BOWLES INSURANCE SERVICES LLC3 | 12816.S WINDING PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $189 | $112 | $301 | 0.13% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | — | $86 | 0.04% |
| BRUCE CROHN LLC3 Filed as: BRUCE BOYLES | 24119 AZURE SKY DRIVE SPRING, TX 77373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | — | $60 | 0.03% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW ROAD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $1 | $59 | 0.02% |
| DARIN POTTS3 | 100 DETERING ST - APT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $22 | $36 | 0.02% |
| ROBERT EDDY JR.3 | 500 DOVER BLVD, SUITE 100 LAFAYETTE, LA 70503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| LULA D HOTARD3 Filed as: LULA D. HOTARD | 184 ST CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| 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 | $5 | — | $5 | 0.00% |
| SHARON HALL3 | 202 WILSON POINT ROAD PINEVILLE, LA 71360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MICHAEL MALONE SUMERFORD3 Filed as: MICHAEL MALONE SUMMERFORD | 14 HIGHWAY 454 PINEVILLE, LA 71360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INC. | 600 JEFFERSON STREET-STE 200 LAFAYETTE, LA 70501 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 10.36% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE STREET MORRIS, IL 60450 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $8K | $8K | 5.33% |
| AXA ASSISTANCE, USA3 Filed as: SOUTHERN NATIONAL MARKETING CO. | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $8K | $8K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INS. | 600 JEFFERSON ST - STE 200 LAFAYETTE, LA 70501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 8.56% |
| JOEY MIGUES3 | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $4K | 6.09% |
| SCOTT J CHAMBERS3 Filed as: SCOTT J. CHAMBERS | 609 EMMELINE STREET NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $152 | $1K | 1.75% |
| JODIE C MIGUES3 Filed as: JODIE C. MIGUES | 103 BALTUSROL DRIVE BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $811 | — | $811 | 1.17% |
| BETTY ROMERO3 | 100 LOREN ST NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $716 | $76 | $792 | 1.14% |
| BOWLES INSURANCE SERVICES LLC3 | 12816 S WINDING PINES DRIVE TOMBALL, TX 77375 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $359 | $213 | $572 | 0.82% |
| GROUP VOLUNTARY BENEFITS LLC3 Filed as: GROUP VOLUNTARY BENEFITS, LLC | 29103 CHURCH OF GOD ROAD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $393 | $28 | $421 | 0.61% |
| REBECCA N SONGY3 | 6900 MEMPHIS STREET NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $61 | $144 | 0.21% |
| R&W SOLUTIONS LLC3 Filed as: R & W SOLUTIONS LLC | 23695 MONARCH PT SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91 | $17 | $108 | 0.16% |
| DARIN POTTS3 | 100 DETERING ST - APT 2128 HOUSTON, TX 77007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | $49 | $80 | 0.12% |
| BRUCE CROHN LLC3 Filed as: BRUCE BOYLES | 24119 AZURE SKY DRIVE SPRING, TX 77373 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| LULA D HOTARD3 | 184 ST CALAIS PLACE MADISONVILLE, LA 70447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| BSK BENEFITS PLUS LLC3 Filed as: BSK BENEFITS PLUS, LLC | 585 BEAU CHENE DRIVE MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.02% |
| LOUISIANA AUTOMOBILE DEALERS ASSOC3 Filed as: LOUISIANA AUTOMOBILE DEALERS INC. | 660 LAUREL STREET-SUITE E BATON ROUGE, LA 70802 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 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 | 350 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 351 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 321 | $2.3M |
| Dental | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 350 | $155K |
| Vision | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 350 | $155K |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 350 | $155K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 152 | $307K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 321 | $2.3M |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 350 | $463K |
| 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.