Form 5500 · Employee benefit plan · PAINCOURTVILLE, LA
LULA-WESTFIELD, L.L.C.
The filing calls this plan LULA WESTFIELD, L.L.C., EMPLOYEE BENEFIT PLAN.
LULA-WESTFIELD, L.L.C. of PAINCOURTVILLE, LA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES BATON RO. Coverage is written through BLUE CROSS AND BLUE SHIELD OF LOUISIANA. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-1353056 · plan 501 · plan year 2025, filed Sep 29, 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
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 3 insured contracts covering health, dental and vision; the largest, with BLUE CROSS AND BLUE SHIELD OF LOUISIANA, covers 177 people.
Reported premium across the insured contracts is $1,166,129, with $44,341 in disclosed broker commissions — about 3.8% of premium.
The most recent policy period ended in June, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES BATON RO is the broker of record on all 3 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Health | 177 | Jun 2, 2025 | $1,111,876 | $38,916 |
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Dental | 149 | Jun 2, 2025 | $45,813 | $4,581 |
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Vision | 139 | Jun 2, 2025 | $8,440 | $844 |
Premium and claims on this contract
BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78622ERC. For the contract year on this filing, the carrier reported $1,111,876 in premium earned and $842,264 in claims incurred. Dividing one by the other gives 76%.
- BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78622ERC reported $216,816 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.
Reported to OSHA
Reported to OSHA for 2025: 213 employees, 4 recordable cases, 330 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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