| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BENEFITS SOLUTION GROUP3 Filed as: BENEFITS SOLUTION GROUP INC | 8702 JEFFERSON HIGHWAY, SUITE A BATON ROUGE, LA 70809 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $5K | $20K | $25K | 2.34% |
| BLANCHARD E SANCHEZ3 Filed as: BLANCHARD SANCHEZ | 8702 JEFFERSON HIGHWAY, SUITE A BATON ROUGE, LA 70809 | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $5K | — | $5K | 0.50% |
| BLANCHARD E SANCHEZ3 | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 2.50% |
| BENEFITS SOLUTIONS GROUP LLC3 Filed as: THE BENEFITS SOLUTIONS GROUP INC | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 2.50% |
| LOUISIANA AUTOMOBILE DEALERS ASSOC3 | 7526 PICARDY BATON ROUGE, LA 70808 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $518 | $518 | 0.94% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | -$2K | — | -$2K | -2.79% |
| THE BENEFITS SOLUTION GROUP3 | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELITY ASSURANCE COMPANY | $534 | — | $534 | 2.50% |
| BLANCHARD E SANCHEZ3 Filed as: BLANCHARD SANCHEZ JR. | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELITY ASSURANCE COMPANY | $534 | — | $534 | 2.50% |
| LOUISIANA AUTOMOBILE DEALERS ASSOC3 | 7426 PICARDY BATON ROUGE, LA 70808 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $203 | $203 | 0.95% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P. O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | -$2K | — | -$2K | -11.68% |
| BLANCHARD E SANCHEZ3 | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELTY ASSURANCE COMPANY | $227 | — | $227 | 2.14% |
| THE BENEFITS SOLUTION GROUP3 | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELTY ASSURANCE COMPANY | $227 | — | $227 | 2.14% |
| LOUISIANA AUTOMOBILE DEALERS ASSOC3 | 7526 PICARDY BATON ROUGE, LA 70808 | AMERICAN FIDELTY ASSURANCE COMPANY | — | $107 | $107 | 1.01% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELTY ASSURANCE COMPANY | -$405 | — | -$405 | -3.83% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $90 | — | $90 | 2.55% |
| BLANCHARD E SANCHEZ3 | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELITY ASSURANCE COMPANY | $88 | — | $88 | 2.50% |
| THE BENEFITS SOLUTION GROUP3 Filed as: THE BENEFITS SOLUTION GROUP INC | 8702 JEFFERSON HWY #A BATON ROUGE, LA 70809 | AMERICAN FIDELITY ASSURANCE COMPANY | $88 | — | $88 | 2.50% |
| LOUISIANA AUTOMOBILE DEALERS ASSOC3 | 7526 PICARDY BATON ROUGE, LA 70808 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $42 | $42 | 1.19% |
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 | 119 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 196 | $1.1M |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 49 | $55K |
| Long-term disability(4 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 49 | $90K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | 196 | $1.1M |
| Other(4 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 49 | $90K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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."
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.