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Sponsor portfolioWelfare / HealthEIN 72-0124870

ORIGIN BANK

500 SOUTH SERVICE ROAD EAST · RUSTON, LA 71270
3182552222
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$830K
No prior year
Persons covered
1,393
No prior year
Total participants
874
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$830K
ORIGIN BANK WRAP PLAN
Mixed1,393 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$746K38.4%
Life$555K28.6%
Long-term disability$555K28.6%
Vision$84K4.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$555K66.9%11972
AFLAC
EIN 570514130
Oth
$172K20.7%1139
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
V
$84K10.1%111,393
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$19K2.3%1170

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA$0$17K$17K39.2%1
FORTH INSURANCE, LLCMONROE, LACONTINENTAL AMERICAN INSURANCE COMPANY$7K$0$7K17.2%1
RACHEL THERIOT CURRYBROUSSARD, LACONTINENTAL AMERICAN INSURANCE COMPANY$5K$0$5K10.9%1
JEANNE LANDRYBREAUX BRIDGE, LACONTINENTAL AMERICAN INSURANCE COMPANY$5K$0$5K10.7%1
LEILANI THERIOTBREAUX BRIDGE, LACONTINENTAL AMERICAN INSURANCE COMPANY$5K$0$5K10.7%1
GIS BENEFITS INCMORRIS, ILPRINCIPAL LIFE INSURANCE COMPANY$0$4K$4K8.7%1
KEITH WILLIAM BELLEYOUNGSVILLE, LACONTINENTAL AMERICAN INSURANCE COMPANY$950$0$9502.2%1
DAVISON INSURANCE AGENCY, LLCMONROE, LAMETROPOLITAN GENERAL INSURANCE COMPANY$157$0$1570.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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