Form 5500 · Employee benefit plan · NEW ORLEANS, LA
PORTEOUS HAINKEL AND JOHNSON LLP
The filing calls this plan PORTEOUS HAINKEL AND JOHNSON LLP EMPLOYEE BENEFITS PLAN.
Public Form 5500 records show how PORTEOUS HAINKEL AND JOHNSON LLP of NEW ORLEANS, LA, a professional services employer, structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through AMERITAS LIFE INSURANCE CORP. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0374825 · plan 501 · plan year 2025, filed Sep 2, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
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 5 insured contracts covering dental, vision, life and disability; the largest, with AMERITAS LIFE INSURANCE CORP., covers 66 people.
Reported premium across the insured contracts is $128,687, with $15,586 in disclosed broker commissions — about 12% 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.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including AMERITAS LIFE INSURANCE CORP., UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and ONE AMERICA. AMERITAS LIFE INSURANCE CORP. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 108 | Jan 1, 2026 | $53,527 | $9,052 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 66 | Jan 1, 2026 | $55,147 | $5,515 |
| ONE AMERICA | Disability | 4 | Jan 1, 2026 | $2,270 | $568 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 7 | Jan 1, 2026 | $4,939 | $451 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 37 | Jan 1, 2026 | $12,804 | $0 |
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.
How this plan compares
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