| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES BATON RO | 5525 REITZ AVE BATON ROUGE, LA 70809 | BLUE CROSS BLUE SHIELD OF LOUISIANA | $77K | $39K | $117K | 4.78% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD 5TH FL ROLLING MEADOWS, IL 60008 | SUN LIFE ASSURANCE COMPANY OF CANADA | $22K | $3K | $25K | 10.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $658 | $658 | 0.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $187 | $187 | 0.36% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | — | $8K | 20.00% |
| WEX HEALTH, INC.5 | 82 HOPMEADOW ST STE 220 WEATOGUE, CT 06089 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $300 | $300 | 0.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $186 | $186 | 0.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| WEX HEALTH, INC.5 | 82 HOPMEADOW ST STE 220 WEATOGUE, CT 06089 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $887 | $887 | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $123 | $123 | 0.69% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IA 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $125 | $125 | 0.71% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 235 HIGHLANDIA DR STE 100 BATON ROUGE, LA 70810 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $855 | — | $855 | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 736 S STONE AVE LAGRANGE, IL 60525 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $64 | $64 | 0.75% |
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 | 243 | 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) | 243 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 528 | $2.4M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 241 | $238K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 241 | $238K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 234 | $92K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 106 | $26K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 237 | $52K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 528 | $2.4M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 234 | $82K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 528 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.