Form 5500 · Employee benefit plan · NEW ORLEANS, LA
DICKIE BRENNAN AND COMPANY LLC
The filing calls this plan DICKIE BRENNAN AND COMPANY LLC WELFARE BENEFIT PLA.
DICKIE BRENNAN AND COMPANY LLC of NEW ORLEANS, LA spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is HUB INTERNATIONAL GULF SOUTH. Coverage is written through BLUE CROSS AND BLUE SHIELD OF LOUISIANA and 3 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5611579 · plan 502 · plan year 2025, filed Sep 3, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS AND BLUE SHIELD OF LOUISIANA, covers 165 people.
Reported premium across the insured contracts is $1,201,019, with $61,565 in disclosed broker commissions — about 5.1% of premium.
The health contract's policy period ended in January, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
HUB INTERNATIONAL GULF SOUTH is the broker of record on all 4 contracts.
4 carriers appear on the filing, including BLUE CROSS AND BLUE SHIELD OF LOUISIANA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA and ARMADACARE. BLUE CROSS AND BLUE SHIELD OF LOUISIANA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Health | 165 | Jan 2, 2026 | $1,005,651 | $35,198 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 192 | Jan 1, 2026 | $80,889 | $13,214 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 181 | Jan 1, 2026 | $97,631 | $12,778 |
| ARMADACARE | — | 3 | Jan 1, 2026 | $16,848 | $375 |
Premium and claims on this contract
BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78T74ERC. For the contract year on this filing, the carrier reported $1,005,651 in premium earned and $1,423,346 in claims incurred. Dividing one by the other gives 142%.
- BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78T74ERC reported $165,933 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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