Civic Intelligence
Service Provider

BOURGEOIS BENNETT, L.L.C

12 companies • 13 plans • 32 filings • Latest year 2024

72-0136870Company Profile • 72-0136870AccountantDisclaimer of opinionService providerUnqualified opinionAccountingConsultingOther servicesService code 60

Total Direct Compensation

$115,680

0.02% of tracked asset basis

Tracked Asset Basis

$551,052,818

Companies

12

Companies

CompanyEINFilingsPlansLatest YearDirect CompensationFee %Asset Basis
Louisiana Horsemens Pension Trust72-6154124312011$79,6801.35%$5,903,226
Phelps Dunbar LLP72-0358621212018$20,0000.01%$319,899,414
Pan American Life Insurance Co.72-0281240112013$10,0000.01%$112,637,314
Mtl Insurance Company36-1516780112023$6,0000.04%$14,565,109
TATE & LYLE NORTH AMERICAN SUGARS INC.13-33661631512024--$30,956,906
New Hotel Monteleone, L.L.C.72-0372833312011--$11,852,699
DOMINO SUGAR CORP/LOCAL 1101 UF&CW UNION HEALTH AND WELFARE TRUST72-6032561112009--$343,162
Adams & Reese, L.L.P.72-0424362221999--$22,401,986
Cellular One Inc.72-1111176111999--$1,652,987
David Y. Martin, Jr. Inc.72-0700005111999--$3,596,576
Lemle & Kelleher LLP72-0925728111999--$25,571,055
Louisiana Compressor Maintenance Co72-0785575111999--$1,672,386

Filings

YearCompanyPlanRolesServicesDirect CompensationFee %Asset BasisFiling
2024TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$6,637,466View filing
2023Mtl Insurance CompanyHome Office Pension Plan of Mtl Insurance CompanyService providerAccounting • Other services$6,0000.04%$14,565,109View filing
2023TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$5,128,769View filing
2022TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$4,280,842View filing
2021TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$3,878,886View filing
2020TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$3,388,654View filing
2019TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$2,652,312View filing
2018Phelps Dunbar LLPPhelps Dunbar LLP Retirement PlanService providerAccounting • Service code 60$10,0000.01%$163,570,424View filing
2018TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$1,878,890View filing
2017Phelps Dunbar LLPPhelps Dunbar LLP Retirement PlanService providerAccounting • Service code 60$10,0000.01%$156,328,990View filing
2017TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$1,167,785View filing
2016TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$631,835View filing
2015TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Unqualified opinion---$388,962View filing
2014TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Disclaimer of opinion---$335,479View filing
2013Pan American Life Insurance Co.Pan-American Life Insurance Co. Employees Retirement Benefit PlanService providerAccounting$10,0000.01%$112,637,314View filing
2013TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Disclaimer of opinion---$247,157View filing
2012TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Disclaimer of opinion---$150,455View filing
2011Louisiana Horsemens Pension TrustLouisiana Horsemens Pension PlanService providerConsulting$29,7441.41%$2,103,580View filing
2011TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Disclaimer of opinion---$77,912View filing
2011New Hotel Monteleone, L.L.C.Monteleone Interests Profit- Sharing and 401K Plan and TrustAccountant • Disclaimer of opinion---$5,916,411View filing
2010Louisiana Horsemens Pension TrustLouisiana Horsemens Pension PlanService providerConsulting$15,7730.77%$2,053,701View filing
2010TATE & LYLE NORTH AMERICAN SUGARS INC.Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits PlanAccountant • Disclaimer of opinion---$111,506View filing
2009Louisiana Horsemens Pension TrustLouisiana Horsemens Pension PlanService providerAccounting$34,1631.96%$1,745,946View filing
2009DOMINO SUGAR CORP/LOCAL 1101 UF&CW UNION HEALTH AND WELFARE TRUSTDOMINO SUGAR CORP AND LOCAL 1101 UNITED FOOD AND COMMERCIAL WORKERS UNION HEALTH & WELFARE TRUSTAccountant • Disclaimer of opinion---$343,162View filing
2009New Hotel Monteleone, L.L.C.Monteleone Interests Profit- Sharing and 401K Plan and TrustAccountant • Disclaimer of opinion---$4,656,471View filing
1999Cellular One Inc.Cellular One / F.E.A. 401K PlanAccountant---$1,652,987View filing
1999Adams & Reese, L.L.P.Adams & Reese, L.L.P. 401K Profit Sharing Plan & TrustAccountant---$22,043,869View filing
1999Adams & Reese, L.L.P.Adams & Reese Health Care PlanAccountant---$358,117View filing
1999Lemle & Kelleher LLPLemle & Kelleher, L.L.P. Profit Sharing and 401K Plan and TrustAccountant---$25,571,055View filing
1999David Y. Martin, Jr. Inc.Profit Sharing Plan & Trust of David Y. Martin, Jr. Inc.Accountant---$3,596,576View filing
1999Louisiana Compressor Maintenance CoLouisiana Compressor Maintenance Co. Inc. Retirement PlanAccountant---$1,672,386View filing
1999New Hotel Monteleone, L.L.C.Monteleone Interests Profit- Sharing and 401K Plan and TrustAccountant---$1,279,817View filing