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Sponsor portfolioWelfare / HealthEIN 72-1262990

ADVANTAGE CAPITAL MANAGEMENT CORPORATION

909 POYDRAS STREET, SUITE 2230 · NEW ORLEANS, LA 70112
5046488686
Plans filed
3
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
356
No prior year
Total participants
208
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$2.4M
ADVANTAGE CAPITAL MANAGEMENT CORPORATION
Fully insured356 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHEILD OF LOUISIANA
Plan #501$1.2M
ADVANTAGE CAPITAL MANAGEMENT CORPORATION MEDICAL AND DENTAL PLAN
Fully insured123 covered·1 carrier
Primary: BLUE CROSS AND BLUESHIELD OF LOUISIANA
Plan #502$88K
ADVANTAGE CAPITAL MANAGEMENT CORPORATION LIFE AND DISTABILITY PLAN
Fully insured283 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M24.7%
Dental$2.3M24.7%
Vision$2.3M24.7%
Prescription drug$2.3M24.7%
Life$63K0.7%
Long-term disability$54K0.6%
Other$12K0.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 237384555
HRxDV
$2.3M94.7%11356
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$130K5.3%130

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
H M BENEFITS LLCNEW ORLEANS, LABLUE CROSS AND BLUE SHEILD OF LOUISIANA$95K$23K$118K82.6%1
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDLIFE INSURANCE COMPANY OF NORTH AMERICA$19K$0$19K13.6%1
NFP INSURANCE SERVICES INCPHILADELPHIA, PALIFE INSURANCE COMPANY OF NORTH AMERICA$0$6K$6K3.9%1

History & trajectory

5 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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