Fundz
Fundz
Benefits Intelligence/Broker Directory/Louisiana

Southern Natl Mktg Company

Baton Rouge, LA

Southern Natl Mktg Company of Baton Rouge, LA is the broker of record on 16 Form 5500 Schedule A filings covering 14 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$118,126

Quick answer

Southern Natl Mktg Company (Baton Rouge, LA) is the broker of record for 14 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Southern Natl Mktg Company have?
Southern Natl Mktg Company is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors.
Who are Southern Natl Mktg Company's largest employer clients?
By plan participants, the largest include The American Sugar Refining Company (272 participants), French And Montessori Education Inc. (185 participants) and Harris Investment Holdings, LLC (181 participants).
Where is Southern Natl Mktg Company located?
Southern Natl Mktg Company is based in Baton Rouge, LA.
How does Southern Natl Mktg Company rank among benefits brokers in Louisiana?
Southern Natl Mktg Company ranks #26 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 Mktg Company 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
The American Sugar Refining CompanyLA2722025-01-31
French And Montessori Education Inc.LA1852025-06-30
Harris Investment Holdings, LLCLA1812025-12-31
11 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Louisiana

All brokers in Louisiana →

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.