Form 5500 · Employee benefit plan · BATON ROUGE, LA
ST. JOSEPH HOLDINGS, LLC
The filing calls this plan ST. JOSEPH HOLDINGS, LLC EMPLOYEE BENEFIT PLAN & TRUST.
ST. JOSEPH HOLDINGS, LLC of BATON ROUGE, LA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is DONALD R MASSAD A PROF CORP. Coverage is written through BLUE CROSS AND BLUE SHIELD OF LOUISIANA and 2 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0109664 · plan 501 · plan year 2025, filed Mar 11, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
39 other employer plans in Louisiana have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
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.
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, vision, life, disability and stop-loss; the largest, with BLUE CROSS AND BLUE SHIELD OF LOUISIANA, covers 785 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $1,844,077, with $210,689 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
DONALD R MASSAD A PROF CORP is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 785 | Jun 1, 2025 | $629,277 | $138,697 |
| HUMANA INSURANCE COMPANY | Dental, Vision | 826 | Jun 1, 2025 | $537,007 | $71,992 |
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Health, Stop-loss | 785 | Jun 1, 2025 | $677,793 | $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.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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