| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BABCOCK CONSULTING GROUP LLC3 | — | BLUE CROSS BLUE SHIELD OF LOUISIANA | $37K | — | $37K | 2.12% |
| ELLSWORTH CORPORATION3 | — | BLUE CROSS BLUE SHIELD OF LOUISIANA | $24K | — | $24K | 1.38% |
| GROUP INS. ASSOCIATES, INC.3 Filed as: GROUP INS ASSOCIATES, INC | — | BLUE CROSS BLUE SHIELD OF LOUISIANA | — | $17K | $17K | 0.96% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | — | BLUE CROSS BLUE SHIELD OF LOUISIANA | — | $7K | $7K | 0.42% |
| BABCOCK CONSULTING GROUP LLC3 | 5020 UTICA ST METAIRIE, LA 70006 | SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | — | $13K | 14.47% |
| ELLSWORTH CORPORATION3 | 3636 S I-10 SERVICE RD METAIRIE, LA 70001 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 1.37% |
| BABCOCK CONSULTING GROUP LLC3 Filed as: BABCOCK CONSULTING GROUP, LLC | 5020 UTICA ST METAIRIE, LA 70006 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | — | $4K | 6.99% |
| ELLSWORTH CORPORATION3 | PO BOX 8210 METAIRIE, LA 70011 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 3.01% |
| BRIAN M PATUREAU3 | 253 COQUILLE LN MADISONVILLE, LA 70447 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 16.52% |
| JASON NASTASI3 | 4323 DIVISION ST STE 111 METAIRIE, LA 70002 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 16.52% |
| CLAYTON BABCOCK3 | 5020 UTICA ST METAIRIE, LA 70006 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| CRESCENT CITY BENEFITS INS3 | 4323 DIVISION ST STE 111 METAIRIE, LA 70002 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $251 | — | $251 | 2.00% |
| ELLSWORTH CORPORATION3 | — | DELTA DENTAL INSURANCE COMPANY | $906 | — | $906 | 9.99% |
| JASON NASTASI3 | 4323 DIVISION ST STE 111 METAIRIE, LA 70002 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $980 | — | $980 | 11.51% |
| BRIAN M PATUREAU3 | 253 COQUILLE LN MADISONVILLE, LA 70447 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $792 | — | $792 | 9.30% |
| CLAYTON BABCOCK3 | 5020 UTICA ST METAIRIE, LA 70006 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $768 | — | $768 | 9.02% |
| CRESCENT CITY BENEFITS INS3 | 4323 DIVISION ST STE 111 METAIRIE, LA 70002 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $360 | — | $360 | 4.23% |
| BABCOCK CONSULTING GROUP LLC3 Filed as: BABCOCK CONSULTING GROUP, LLC | 5020 UTICA STREET METAIRIE, LA 70006 | NATIONAL VISION ADMINISTRATORS LLC | $994 | — | $994 | 14.99% |
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 | 228 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 228 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 149 | $1.7M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 131 | $63K |
| Vision | NATIONAL VISION ADMINISTRATORS LLC | 163 | $7K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 228 | $87K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 228 | $87K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 228 | $87K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 149 | $1.7M |
| Other(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 228 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 228 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.