Form 5500 · Employee benefit plan · WEST MONROE, LA
GOLDMAN EQUIPMENT LLC
The filing calls this plan GOLDMAN EQUIPMENT LLC GROUP LIFE PLAN.
GOLDMAN EQUIPMENT LLC of WEST MONROE, LA is a 220-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is THOMAS & FARR AGENCY INC. Coverage is written through BLUE CROSS AND BLUE SHIELD OF LOUISIANA and 1 other carrier. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0968256 · plan 501 · plan year 2025, filed Dec 10, 2025
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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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 2 insured contracts covering health, dental, vision and life; the largest, with BLUE CROSS AND BLUE SHIELD OF LOUISIANA, covers 140 people.
Reported premium across the insured contracts is $1,561,273, with $83,145 in disclosed broker commissions — about 5.3% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
THOMAS & FARR AGENCY INC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: BLUE CROSS AND BLUE SHIELD OF LOUISIANA and PRINCIPAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Health | 140 | Mar 1, 2025 | $1,396,504 | $48,878 |
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Life | 212 | Jan 1, 2025 | $164,769 | $34,267 |
Premium and claims on this contract
BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78V37ERC. For the contract year on this filing, the carrier reported $1,396,504 in premium earned and $2,182,162 in claims incurred. Dividing one by the other gives 156%.
- BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78V37ERC reported $251,371 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.
Reported to OSHA
Reported to OSHA for 2025: 166 employees, 10 recordable cases, 58 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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