| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST | P.O. BOX 2456 LAFAYETTE, LA 70502 | BLUE CROSS AND BLUE SHIELD OF LA | $23K | $6K | $28K | 3.38% |
| KEVIN HEBERT3 | 124 E MAIN ST NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 5.85% |
| JOEY MIGUES3 | 103 BALTUSROL DR BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $927 | $3K | 5.25% |
| DEREK K HEBERT3 | 124 E MAIN ST NEW IBERIA, LA 70560 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.52% |
| SCOTT J CHAMBERS3 | 609 EMMELINE ST NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $928 | $78 | $1K | 1.74% |
| JOEY MIGUES3 Filed as: JOEY THOMAS MIGUES | 103 BALTUSROL DR BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $827 | $100 | $927 | 1.60% |
| GROUP VOLUNTARY BENEFITS LLC3 | 29103 CHURCH OF GOD RD SPRINGFIELD, LA 70462 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $595 | $159 | $754 | 1.30% |
| JODIE C MIGUES3 Filed as: JODIE MIGUES | 103 BALTUSROL DR BROUSSARD, LA 70518 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $632 | — | $632 | 1.09% |
| BETTY ROMERO3 | 100 LOREN ST NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $574 | $55 | $629 | 1.09% |
| JOSHUA GERARD VIATOR3 | 802 BRAXTON DR YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | $22 | $256 | 0.44% |
| REBECCA N SONGY3 | 6900 MEMPHIS ST NEW ORLEANS, LA 70124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | $73 | $178 | 0.31% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MANDEVILLE, LA 70471 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST INC | P.O. BOX 2456 LAFAYETTE, LA 70502 | GUARDIAN | $5K | — | $5K | 10.00% |
| MARK J MATSOCK & ASSOCIATES INC3 Filed as: MARK STEPHEN METTILLE | 832 BAY ST NE, UNIT 1 SAINT PETERSBURG, FL 33701 | GUARDIAN | $2K | — | $2K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | P.O. BOX 2456 LAFAYETTE, LA 70502 | GUARDIAN | — | $1K | $1K | 2.15% |
| THE PRODUCERS GROUP, INC3 | 9171 TOWNE CENTRE DRIVE SAN DIEGO, CA 92122 | GUARDIAN | $47 | — | $47 | 0.10% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS GULF COAST | 600 JEFFERSON ST, STE 200 LAFAYETTE, LA 70501 | PRINCIPAL LIFE INSURANCE COMPANY | $1K | — | $1K | 5.01% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | PRINCIPAL LIFE INSURANCE COMPANY | — | $1K | $1K | 3.99% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS NL LLC | 120 N FULTON AVE, STE A EVANSVILLE, IN 47710 | PRINCIPAL LIFE INSURANCE COMPANY | — | $224 | $224 | 0.82% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 N PARK DR, STE 200 HUNT VALLEY, MD 21030 | PRINCIPAL LIFE INSURANCE COMPANY | — | $131 | $131 | 0.48% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST | P.O. BOX 2456 LAFAYETTE, LA 705022456 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 13.96% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVE BATON ROUGE, LA 70809 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $827 | $827 | 3.29% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS GULF COAST | P.O. BOX 2456 LAFAYETTE, LA 70502 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $516 | — | $516 | 10.04% |
| SOUTHERN NATIONAL LIFE INSURANCE CO3 Filed as: SOUTHERN NATIONAL LIFE INSURANCE | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $257 | $257 | 5.00% |
| SOUTHERN NATL MARKETING CO3 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $257 | $257 | 5.00% |
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 | 156 | 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) | 156 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF LA | 121 | $841K |
| Dental | GUARDIAN | 95 | $47K |
| Vision | GUARDIAN | 95 | $47K |
| Life insurance(4 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 123 | $116K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 123 | $27K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF LA | 121 | $841K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 123 | — |
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.