| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES BATON | — | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $56K | $36K | $91K | 4.82% |
| LABI SERVICE CORPORATION3 | — | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | — | $23K | $23K | 1.21% |
| CIS INSURANCE & INVESTMENTS3 Filed as: CIS INSURANCE & INVESTMENT PARTNERS | — | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $11K | — | $11K | 0.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 7.47% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 2.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 0.93% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 11.15% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.85% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $793 | $793 | 1.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | — | $6K | 11.30% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.70% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $871 | $871 | 1.77% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 11.17% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.83% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $771 | $771 | 1.68% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 11.12% |
| CIS INSURANCE & INVESTMENTS3 Filed as: CIS INSURANCE & INESTMENTS | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 3.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $337 | $337 | 1.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 7.45% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $374 | — | $374 | 2.55% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $305 | $305 | 2.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 200 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 11.43% |
| CIS INSURANCE & INVESTMENTS3 Filed as: CIS INSURANCE & INESTMENTS | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $430 | — | $430 | 3.57% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTATIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $217 | $217 | 1.80% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE SUITE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 15.19% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $409 | — | $409 | 4.81% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DRIVE BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $833 | — | $833 | 11.12% |
| CIS INSURANCE & INVESTMENTS3 | 550 SOUTH 5TH STREET SUITE 101 LOUISVILLE, KY 40202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $290 | — | $290 | 3.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | NATIONAL INCENTIVE 736 SOUTH STONE AVENUE LA GRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $83 | $83 | 1.11% |
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 | 247 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 253 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 174 | $1.9M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 187 | $149K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 157 | $15K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 242 | $77K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 94 | $49K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 242 | $46K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 174 | $1.9M |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 242 | $105K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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.