Welfare broker

SOUTH LOUISIANA FINANCIAL SERVICES

Mailing address (most recent filing)

1356 WEST TUNNEL BOULEVARD

HOUMA, LA 70360

Total comp: $554K
Commissions: $484K
Fees: $70K
Filings: 12
Sponsors: 12

Carrier mix

Where SOUTH LOUISIANA FINANCIAL SERVICES places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY37.5%
BLUE CROSS OF CALIFORNIA37.5%
UNUM LIFE INSURANCE COMPANY OF AMERICA12.5%
AMERITRAS LIFE INSURANCE CORP.12.5%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	3	$269K	37.5%
BLUE CROSS OF CALIFORNIA	3	$6.2M	37.5%
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$23K	12.5%
AMERITRAS LIFE INSURANCE CORP.	1	$190K	12.5%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
LA	8	$6.7M	0.9%	127.11x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of SOUTH LOUISIANA FINANCIAL SERVICES's plans by broker comp / premium ratio. Median 15.90% vs welfare-wide median 6.29% (n=8).

Prospect-flag exposure · vs market baseline

Share of SOUTH LOUISIANA FINANCIAL SERVICES's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-8 of 8 sponsors where SOUTH LOUISIANA FINANCIAL SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
C & C MARINE AND REPAIR, LLC C & C MARINE AND REPAIR, LLC HEALTH INSURANCE PLAN	LA	$4.6M	$184K	BLUE CROSS AND BLUE SHIELD OF LOUISIANA
SOUTH LOUISIANA FINANCIAL CORP. SOUTH LOUISIANA BANK HEALTH INSURANCE PLAN	LA	$1.5M	$71K	BLUE CROSS AND BLUE SHIELD OF LOUISIANA
C & C MARINE AND REPAIR, LLC C & C MARINE AND REPAIR, LLC LTD AND LIFE INSURANC	LA	$204K	$41K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
C & C MARINE AND REPAIR, LLC C & C MARINE AND REPAIR, LLC DENTAL & VISION INSURANCE PLAN	LA	$190K	$19K	AMERITRAS LIFE INSURANCE CORP.
SOUTH LOUISIANA FINANCIAL CORP. SOUTH LOUISIANA BANK DENTAL PLAN	LA	$68K	$10K	BLUE CROSS BLUE SHIELD OF LOUISIANA
SOUTH LOUISIANA FINANCIAL CORP SOUTH LOUISIANA BANK AD&D LIFE INSURANCE PLAN	LA	$33K	$7K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
SOUTH LOUISIANA FINANCIAL CORP SOUTH LOUISIANA BANK DISABILITY INSURANCE PLAN	LA	$31K	$5K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
SOUTH LOUISIANA FINANCIAL CORP SOUTH LOUISIANA BANK PLAN	LA	$23K	$5K	UNUM LIFE INSURANCE COMPANY OF AMERICA