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Benefits Intelligence/Broker Directory/Louisiana

Southern Natl Marketing Co

Baton Rouge, LA

Southern Natl Marketing Co of Baton Rouge, LA is the broker of record on 40 Form 5500 Schedule A filings covering 31 employer benefit plans, with $39,637 in reported broker commissions (plan year 2025).

Employer clients
31
distinct plan sponsors
Schedule A filings
40
States served
1
Reported commissions
$39,637
plan year 2025
Reported fees
$185,603

Quick answer

Southern Natl Marketing Co (Baton Rouge, LA) is the broker of record for 31 employer benefit plan sponsors on 40 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Southern Natl Marketing Co have?
Southern Natl Marketing Co is named as broker on Form 5500 Schedule A filings for 31 distinct plan sponsors.
Who are Southern Natl Marketing Co's largest employer clients?
By plan participants, the largest include Specialty Welding And Turnarounds, LLC (516 participants), Imperial Health, LLP (281 participants) and Safesource Direct, LLC (257 participants).
How much does Southern Natl Marketing Co earn in commissions?
Insurers reported $39,637 in broker commissions and $185,603 in fees paid to Southern Natl Marketing Co for plan year 2025, per Schedule A Part 1.
Where is Southern Natl Marketing Co located?
Southern Natl Marketing Co is based in Baton Rouge, LA.
How does Southern Natl Marketing Co rank among benefits brokers in Louisiana?
Southern Natl Marketing Co ranks #8 by employer clients among the 50 most active benefits brokers based in Louisiana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Southern Natl Marketing Co on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Specialty Welding And Turnarounds, LLCLA5162024-12-31
Imperial Health, LLPLA2812024-12-31
Safesource Direct, LLCLA2572025-12-31
28 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.