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Sponsor portfolioWelfare / HealthEIN 72-0358621

PHELPS DUNBAR. LLP

365 CANAL STREET, SUITE 2000 · NEW ORLEANS, LA 70130
5045661311
Plans filed
7
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
556
No prior year
Total participants
556
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #501$1.2M
PHELPS DUNBAR LLP HEALTH AND WELFARE PLAN
Mixed556 covered·2 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #502$549K
GROUP LONG TERM DISABILITY PLAN
Fully insured690 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #506$338K
VOLUNTARY DENTAL/VISION PLAN
Fully insured520 covered·1 carrier
Primary: SUN LIFE INSURANCE COMPANY OF CANADA
Plan #507$77K
CRITICAL ILLNESS PLAN
Mixed239 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #503$0
GROUP HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #520$0
PHELPS DUNBAR FLEXIBLE SPENDING PLAN
Self-funded0 covered·0 carriers
Plan #001$0
PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN
Fully insured1 covered·2 carriers
Primary: NEW YORK LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.2M20.0%
Vision$1.2M20.0%
Life$1.2M20.0%
Short-term disability$1.2M20.0%
Long-term disability$1.2M20.0%
Other$2K0.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
DVLSTDLTD
$1.2M99.8%11534
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$2K0.2%11556

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDMETAIRIE, LASTANDARD INSURANCE COMPANY$142K$26K$169K99.8%1
MARSH & MCLENNAN AGENCY LLCBATON ROUGE, LAFEDERAL INSURANCE COMPANY$332$19$3510.2%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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