Form 5500 · Employee benefit plan · BATON ROUGE, LA
ST. JOSEPH HOLDINGS, LLC
Public Form 5500 records show how ST. JOSEPH HOLDINGS, LLC (BATON ROUGE, LA) structures its employee benefits. Its broker of record is CALTON & ASSOCIATES DONALD MASSAD. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0109664 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 521 | December | $111,336 |
Questions
Who is ST. JOSEPH HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ST. JOSEPH HOLDINGS, LLC's broker of record is CALTON & ASSOCIATES DONALD MASSAD.
What insurance carrier does ST. JOSEPH HOLDINGS, LLC use?
ST. JOSEPH HOLDINGS, LLC's benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
When does ST. JOSEPH HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for ST. JOSEPH HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ST. JOSEPH HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.