Plan Ledger DOL Form 5500 · updated monthly

Phelps Dunbar. LLPbenefits

Phelps Dunbar LLP Health and Welfare Plan · NEW ORLEANS, LA · plan year 2025

Previously filed as Phelps Dunbar LLP, Phelps Dunbar, LLP. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$169,054

Phelps Dunbar. LLP's benefits plans covered 556 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,067,989. Insurance brokers and agents were paid $169,054 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 15.8% of premiums. That is $304 per covered person, above the median for employer plans that report broker pay. Broker pay fell 23% from $220,194 in 2024.

Insurance contracts · 20252
STANDARD INSURANCE COMPANY · dental vision life std ltd$1.1M · 534 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 556 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL MIDWEST LTD$143,927 · incl $1,639 fees
HUB INTERNATIONAL NE LIMITED$24,776 · incl $24,776 fees
MARSH AND MCLENNAN AGENCY$351 · incl $19 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 720358621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.