Form 5500 · Employee benefit plan · NEW ORLEANS, LA
PHELPS DUNBAR. LLP
The filing calls this plan PHELPS DUNBAR LLP HEALTH AND WELFARE PLAN.
PHELPS DUNBAR. LLP of NEW ORLEANS, LA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is HUB INTERNATIONAL MIDWEST LTD. Coverage is written through STANDARD INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0358621 · plan 501 · plan year 2025, filed Jun 12, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
529 other employer plans in Louisiana have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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: death benefits.
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 2 insured contracts covering health, dental, vision, life and disability; the largest, with STANDARD INSURANCE COMPANY, covers 534 people.
Reported premium across the insured contracts is $1,244,371, with $142,620 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
HUB INTERNATIONAL MIDWEST LTD is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: STANDARD INSURANCE COMPANY and FEDERAL INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 534 | Jan 1, 2026 | $1,242,161 | $142,288 |
| FEDERAL INSURANCE COMPANY | — | 556 | Jan 1, 2026 | $2,210 | $332 |
Premium and claims on this contract
STANDARD INSURANCE COMPANY, contract 762851. For the contract year on this filing, the carrier reported $1,242,161 in premium earned and $20,840 in claims incurred. Dividing one by the other gives 2%.
- STANDARD INSURANCE COMPANY, contract 762851 reported $1,231,518 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
Subscribers see how this compares with similar plans in Louisiana. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
529 other employer plans in Louisiana are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Louisiana — largest plans, brokers, carriers and renewal months.