| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRIAN TATES3 | 146 MOOR ROAD SHREVEPORT, LA 71106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 10.22% |
| AUSTIN ONEIL EPPINETTE3 Filed as: AUSTIN EPPINETTE | 3400 SUITE B JACKSON ST ALEXANDRIA, LA 71301 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 9.06% |
| CHRISTINA TURNER3 | 8715 DIXIE BLANCHARD RD SHREVEPORT, LA 71007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $65 | $1K | 4.59% |
| VANESSA MARIA WARNER3 | 8209 HEATHERBROOK CIRCLE HAUGHTON, LA 71037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $410 | $199 | $609 | 2.33% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW RD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $147 | $8 | $155 | 0.59% |
| TYLER WILLIAM VONDENSTEIN3 | 105 QUEENSFORD WAY YOUNGSVILLE, LA 70592 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $85 | $107 | 0.41% |
| 3B VENTURE GROUP INC3 | 4915 VERGANO VILLA DR KATY, TX 77493 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | — | $101 | 0.39% |
| MICHELLE ELIZABETH CURRY3 | 2301 OLD MANSFIELD RD LOGANSPORT, LA 71049 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | — | $84 | 0.32% |
| JENNIFER ANNE EVANS3 | 632 MUSTANG DR CONVERSE, LA 71419 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $1 | $51 | 0.20% |
| GILES CONSULTING GROUP INC3 | 9826 MANSFIELD ROAD SHREVEPORT, LA 71118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.08% |
| MARK SQUIRE3 | 325 ABERNATHY CIR SE PALM BAY, FL 32909 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| DONALD R MASSAD, APC3 Filed as: DONALD R MASSAD APC | 6700 JEFFERSON HWY STE 7C BATON ROUGE, LA 70809 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 16.95% |
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 | 189 | 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) | 189 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 189 | $6K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 189 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.