| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS NL LLC | 4500 TOWN CENTER BLVD STE 200 JEFFERSONVILLE, IN 47130 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 7.25% |
| GILSBAR GROUP BENEFITS LLC3 | 2100 COVINGTON CTR COVINGTON, LA 704332981 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.92% |
| AP BENEFIT ADVISORS, LLC3 Filed as: AP BENEFIT ADVISORS LLC | 10 N PARK DR STE 200 HUNT VALLEY, MD 210301827 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $263 | $263 | 0.52% |
| LINDSEY KAY TURNAGE3 | 619 TURTLE CREEK DR SHREVEPORT, LA 71115 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $698 | $0 | $698 | 4.69% |
| CALEB ALEXANDER WILLIAMS3 | 8510 MILLICENT WAY APT 701 SHREVEPORT, LA 71115 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $674 | $0 | $674 | 4.53% |
| CHRISTINA TURNER3 | 8715 DIXIE BLANCHARD RD SHREVEPORT, LA 71107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $536 | $0 | $536 | 3.60% |
| JENNIFER ANNE EVANS3 | 632 MUSTANG DR CONVERSE, LA 71419 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $427 | $0 | $427 | 2.87% |
| VANESSA MARIA WARNER3 | 8209 HEATHERBROOK CIR HAUGHTON, LA 71037 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $327 | $0 | $327 | 2.20% |
| AUSTIN ONEIL EPPINETTE3 | 8716 HOLLOW BLUFF DR HAUGHTON, LA 71037 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $194 | $0 | $194 | 1.30% |
| ANN LAURA TRICHEL3 | 902 REDBUD STREET RUSTON, LA 71270 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.21% |
| BSK BENEFITS PLUS LLC3 | 585 BEAU CHENE DR MANDEVILLE, LA 70471 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.05% |
| DANIEL GRIFFON3 | 2311 AMALIE DR MONROE, LA 71201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.02% |
| JOSHUA HIBBARD3 | 107 ASHFORD DRIVE APT 2413 WEST MONROE, LA 71291 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.02% |
| KATHERINE C WOOD3 Filed as: KATHERINE ROBERTS NOLA | 2102 POPE ST MONROE, LA 71201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| WHITNEY NICOLE JOHNSON3 | 2631 PLUM GROVE RD PIONEER, LA 71266 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| LINDSEY KAY TURNAGE3 | 619 TURTLE CREEK DR SHREVEPORT, LA 71115 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 9.61% |
| CALEB ALEXANDER WILLIAMS3 | 8510 MILLICENT WAY APT 701 SHREVEPORT, LA 71115 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 9.33% |
| JENNIFER ANNE EVANS3 | 632 MUSTANG DR CONVERSE, LA 71419 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $881 | $0 | $881 | 6.32% |
| CHRISTINA TURNER3 | 8715 DIXIE BLANCHARD RD SHREVEPORT, LA 71107 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $698 | $0 | $698 | 5.00% |
| VANESSA MARIA WARNER3 | 8209 HEATHERBROOK CIR HAUGHTON, LA 71037 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $537 | $0 | $537 | 3.85% |
| AUSTIN ONEIL EPPINETTE3 | 8716 HOLLOW BLUFF DR HAUGHTON, LA 71037 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $319 | $0 | $319 | 2.29% |
| ANN LAURA TRICHEL3 | 902 REDBUD STREET RUSTON, LA 71270 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $92 | $0 | $92 | 0.66% |
| ELEE TRICHEL3 | 187 PAWNEE LN WEST MONROE, LA 71291 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.44% |
| KIM REED SMITH3 Filed as: KIM R TERRELL | 1644 STUBBS VINSON RD MONROE, LA 71203 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.11% |
| DANIEL GRIFFON3 | 2311 AMALIE DR MONROE, LA 71201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.05% |
| JOSHUA HIBBARD3 | 107 ASHFORD DRIVE APT 2413 WEST MONROE, LA 71291 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.05% |
| BSK BENEFITS PLUS LLC3 | 205 PINECREST DR COVINGTON, LA 70433 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.04% |
| GCS COMPANIES OF MONROE LLC3 | 1014 EMERSON ST MONROE, LA 71201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.02% |
| THOMAS & FARR AGENCY INC3 | — | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| FORTH INSURANCE, LLC3 Filed as: FORTH INSURANCE LLC | 2200 TOWER DR MONROE, LA 71201 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
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 | 130 | 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) | 130 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 16 | $29K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 151 | $50K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 151 | $50K |
| Life insurance(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 151 | $79K |
| Short-term disability(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 16 | $29K |
| Other(2 contracts) | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 16 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 151 | — |
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.