| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HCP NATIONAL INSURANCE SERVICES INC | P.O. BOX 610185 SAN JOSE, CA 95161 | IRONSHORE INDEMNITY INC | $2K | — | $2K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AAJ COMPUTER SERVICES INC EIN 65-0762524 NONE | Other services Service code 49 | 500 W. CYPRESS CREEK ROAD SUITE 570 FORT LAUDERDALE, FL 33309 | $97K |
| WILLIAM O QUINLAN EIN 56-1623293 NONE | Plan Administrator; Insurance agents and brokers Service code 14 | MCGRIFF 405 E SAINT PETER ST NEW IBERIA, LA 70560 | $83K |
| WINDSOR STRATEGY PARTNERS, INC. EIN 81-0912547 NONE | Actuarial Service code 11 | 777 ALEXANDER ROAD SUITE 201 PRINCETON, NJ 08540 | $57K |
| HCP NATIONAL INSURANCE SERVICES INC EIN 95-4475799 NONE | Insurance agents and brokers Service code 22 | 16-A JOURNEY SUITE 150 ALISO VIEJO, CA 92656 | $57K |
| STRATEGIC UNDERWRITING SOLUTION EIN 42-1144827 NONE | Insurance services Service code 23 | 2593 DEVELOPMENT DR BELLEVUE, WA 54311 | $26K |
| LIVE OAK MEWA MANAGEMENT LLC EIN 88-4183577 NONE | Other services; Contract Administrator Service code 13 | 1115 N CAUSEWAY BLVD SUITE 100 MANDEVILLE, LA 70471 | $14K |
| HELENE CERISE LLC EIN 47-5193958 NONE | Accounting (including auditing) Service code 10 | 7 COLONIAL CLUB DR NEW ORLEANS, LA 70123 | $9K |
| BLUE CROSS AND BLUE SHIELD OF LOUIS EIN 82-2726860 NONE | Insurance services; Claims processing Service code 12 | 5525 REITZ AVENUE BATON ROUGE, LA 70809 | $9K |
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 | 31 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 31 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | IRONSHORE INDEMNITY INC | 31 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 31 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.