| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DONALD R MASSAD, APC3 Filed as: DONALD R MASSAD APC | 6700 JEFFERSON HWY BUILDING 7, SUITE C BATON ROUGE, LA 70806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 8.36% |
| CREATIVE EMPLOYEE BENEFIT SERVICES3 Filed as: CREATIVE EMPLOYEE BENEFIT SOLUTIONS | P O BOX 83278 BATON ROUGE, LA 70884 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $31 | $1K | 7.65% |
| TABITHA DAY3 | 13384 REID DR GONZALES, LA 70737 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | $59 | $210 | 1.30% |
| BRIAN TATES3 | 146 MOOR ROAD SHREVEPORT, LA 71106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | — | $152 | 0.94% |
| THE MASSAD OLINDE GROUP LLC3 Filed as: THE MASSAD OLINDE GROUP | 6700 JEFFERSON HWY BUILDING 7, SUITE C BATON ROUGE, LA 70806 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $147 | — | $147 | 0.91% |
| AUSTIN ONEIL EPPINETTE3 Filed as: AUSTIN EPPINETTE | 8716 HOLLOW BLUFF DRIVE HAUGHTON, LA 71037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | — | $103 | 0.64% |
| CHRISTINA TURNER3 | 8715 DIXIE BLANCHARD RD SHREVEPORT, LA 71007 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.21% |
| VANESSA MARIA WARNER3 | 8209 HEATHERBROOK CIRCLE HAUGHTON, LA 71037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.20% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP OF TEXAS INC | 832 MALLARD TRAIL MURPHY, TX 75094 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.17% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP, INC. | 832 MALLARD TRAIL MURPHY, TX 75094 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.09% |
| JENNIFER ANNE EVANS3 | 632 MUSTANG DR CONVERSE, LA 71419 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.06% |
| GILES CONSULTING GROUP INC3 | 9826 MANSFIELD ROAD SHREVEPORT, LA 71118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.05% |
| MICHELLE RENEE LANDRY3 | 3402 VIDA SHAW RD NEW IBERIA, LA 70563 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.04% |
| DONALD R MASSAD, APC3 Filed as: DONALD R MASSAD APC | 6700 JEFFERSON HWY BUILDING 7, SUITE C BATON ROUGE, LA 70806 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 19.12% |
| ENROLLEASE3 Filed as: ENROLLEASE INC. | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 89135 | METROPOLITAN LIFE INSURANCE COMPANY | — | $327 | $327 | 4.87% |
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 | 176 | 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) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 176 | $7K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 176 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 176 | — |
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.