Service Provider
BOURGEOIS BENNETT, LLC
36 companies • 42 plans • 135 filings • Latest year 2025
Company Profile • 72-0136870AccountantDisclaimer of opinionService providerUnqualified opinionAccountingConsultingCustodialEducation servicesInvestment managementOther servicesService code 49Service code 52Service code 59Service code 60Service code 63Service code 99
Total Direct Compensation
$1,051,791
0.01% of tracked asset basis
Tracked Asset Basis
$14,399,519,513
Companies
36
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| TATE & LYLE NORTH AMERICAN SUGARS INC. | 13-3366163 | 15 | 1 | 2024 | $191,876 | 0.62% | $30,956,906 |
| Alton Ochsner Medical Foundation | 72-0502505 | 12 | 2 | 2018 | $187,970 | 0.00% | $5,226,238,445 |
| Pan-American Life Insurance Group Inc. | 20-5816271 | 7 | 1 | 2024 | $102,500 | 0.01% | $892,187,038 |
| International Matex Tank Terminals LLC | 72-0771251 | 5 | 3 | 2024 | $81,000 | 0.04% | $222,778,286 |
| Louisiana Horsemens Pension Trust | 72-6154124 | 4 | 1 | 2015 | $60,479 | 0.60% | $10,144,232 |
| Pan American Life Insurance Co. | 72-0281240 | 8 | 2 | 2024 | $53,000 | 0.01% | $986,851,189 |
| Jones Walker LLP | 72-0445111 | 3 | 1 | 2024 | $49,600 | 0.00% | $1,231,348,672 |
| Pbc Management Inc. | 59-3294835 | 8 | 1 | 2023 | $40,000 | 0.01% | $615,156,337 |
| Georges Enterprises LLC | 35-2267243 | 2 | 1 | 2024 | $39,000 | 0.04% | $106,960,863 |
| Mtl Insurance Company | 36-1516780 | 4 | 1 | 2023 | $33,000 | 0.05% | $67,479,175 |
| Expotel Hospitality Services LLC | 72-1456101 | 2 | 1 | 2024 | $25,500 | 0.36% | $7,142,443 |
| Terrebonne Arc | 72-0551658 | 3 | 1 | 2023 | $18,953 | 0.17% | $11,215,500 |
| Blessey Marine Services, Inc. | 72-1208683 | 10 | 1 | 2024 | $18,500 | 0.00% | $451,044,455 |
| Economical Super Market Inc. | 72-0394474 | 2 | 1 | 2024 | $17,300 | 0.14% | $12,027,751 |
| Trustees of Copolymer Retirees Trust | 20-4982669 | 1 | 1 | 2023 | $17,000 | 0.33% | $5,123,651 |
| Consolidated Grain and Barge Inc. | 72-1239162 | 1 | 1 | 2023 | $15,250 | 0.01% | $304,148,993 |
| Zen-Noh Grain Corporation | 72-0860064 | 1 | 1 | 2023 | $15,250 | 0.02% | $64,768,797 |
| MID-Delta Health Systems Inc. | 64-0811249 | 1 | 1 | 2009 | $13,486 | 0.65% | $2,059,308 |
| Up Professional Solutions LLC | 72-1208410 | 1 | 1 | 2021 | $11,000 | 0.05% | $20,794,412 |
| Phelps Dunbar LLP | 72-0358621 | 5 | 1 | 2024 | $10,000 | 0.00% | $946,839,039 |
| DOMINO SUGAR CORP/LOCAL 1101 UF&CW UNION HEALTH AND WELFARE TRUST | 72-6032561 | 1 | 1 | 2009 | $10,000 | 2.91% | $343,162 |
| Cooper Consolidated LLC | 26-3175799 | 1 | 1 | 2023 | $9,750 | 0.04% | $23,485,086 |
| Offshore Express Inc. | 72-0815708 | 2 | 1 | 2013 | $9,423 | 0.12% | $8,161,507 |
| Versabar Inc. | 72-0926021 | 1 | 1 | 2022 | $8,654 | 0.02% | $46,603,142 |
| Metairie Park Country Day School | 72-0259360 | 2 | 1 | 2025 | $7,300 | 0.01% | $78,778,565 |
| WHITNEY BANK | 72-0352101 | 1 | 1 | 2011 | $6,000 | 0.00% | $224,251,334 |
| Adams & Reese, L.L.P. | 72-0424362 | 17 | 3 | 2024 | - | - | $2,645,060,844 |
| Fairway Medical Center | 72-1426390 | 1 | 1 | 2024 | - | - | $12,732,350 |
| Hammond Surgical Hospital LLC | 27-2765802 | 2 | 1 | 2024 | - | - | $5,820,175 |
| Louisiana Endowment for the Humanit | 72-0795568 | 1 | 1 | 2024 | - | - | $2,544,298 |
| Porteous, Hainkel & Johnson, L.L.P. | 72-0374285 | 3 | 1 | 2024 | - | - | $69,124,215 |
| Magnolia Community Services Inc. | 72-0423625 | 2 | 1 | 2022 | - | - | $4,156,505 |
| Southern Packaging LLC | 72-1233979 | 1 | 1 | 2022 | - | - | $3,320,729 |
| Isidore Newman School | 72-0408935 | 3 | 1 | 2012 | - | - | $34,406,466 |
| Liskow & Lewis, Aplc | 72-1134245 | 1 | 1 | 1999 | - | - | $19,103,660 |
| Radiofone Services, L.L.C. | 72-1313011 | 1 | 1 | 1999 | - | - | $6,361,991 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2025 | Metairie Park Country Day School | Metairie Park Country Day School Defined Contribution Plan | Accountant • Unqualified opinion | - | - | - | $39,936,708 | View filing |
| 2024 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $45,000 | 0.04% | $118,017,540 | View filing |
| 2024 | International Matex Tank Terminals LLC | International-Matex Tank Terminals Pension Plan | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $19,500 | 0.03% | $64,966,316 | View filing |
| 2024 | Georges Enterprises LLC | Georges Enterprises 401(K) Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 59 • Service code 60 | $19,500 | 0.04% | $55,654,485 | View filing |
| 2024 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Service provider • Unqualified opinion | Investment management • Service code 99 | $18,500 | 0.03% | $62,468,686 | View filing |
| 2024 | Jones Walker LLP | Jones Walker LLP Profit Sharing Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 60 | $16,250 | 0.00% | $450,004,105 | View filing |
| 2024 | International Matex Tank Terminals LLC | Imtt-Illinois Union Pension Plan | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $14,250 | 0.17% | $8,392,723 | View filing |
| 2024 | Economical Super Market Inc. | Economical Super Market Inc. Employee Profit Sharing Plan and Trust | Accountant • Service provider • Unqualified opinion | Accounting | $11,100 | 0.19% | $5,875,166 | View filing |
| 2024 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $8,600 | 0.13% | $6,637,466 | View filing |
| 2024 | Metairie Park Country Day School | Metairie Park Country Day School Defined Contribution Plan | Accountant • Service provider • Unqualified opinion | Accounting | $7,300 | 0.02% | $38,841,857 | View filing |
| 2024 | Hammond Surgical Hospital LLC | Cypress Pointe Surgical Hospital 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $3,222,560 | View filing |
| 2024 | Porteous, Hainkel & Johnson, L.L.P. | Porteous, Hainkel & Johnson, L.L.P. 401K Retirement Plan and Trust | Accountant • Unqualified opinion | - | - | - | $23,139,202 | View filing |
| 2024 | Pan American Life Insurance Co. | Pan American Life Insurance Company Separate Account VI | Accountant • Unqualified opinion | - | - | - | $166,035,596 | View filing |
| 2024 | Louisiana Endowment for the Humanit | Louisiana Endowment for The | Accountant • Unqualified opinion | - | - | - | $2,544,298 | View filing |
| 2024 | Phelps Dunbar LLP | Phelps Dunbar LLP Retirement Plan | Accountant • Unqualified opinion | - | - | - | $276,880,451 | View filing |
| 2024 | Expotel Hospitality Services LLC | Expotel Hospitality Services LLC, 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $3,758,959 | View filing |
| 2024 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Unqualified opinion | - | - | - | $246,524,061 | View filing |
| 2024 | Fairway Medical Center | Fairway Medical Center 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $12,732,350 | View filing |
| 2023 | Expotel Hospitality Services LLC | Expotel Hospitality Services LLC, 401(K) Plan | Accountant • Service provider • Unqualified opinion | Accounting | $25,500 | 0.75% | $3,383,484 | View filing |
| 2023 | Georges Enterprises LLC | Georges Enterprises 401(K) Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 59 • Service code 60 | $19,500 | 0.04% | $51,306,378 | View filing |
| 2023 | International Matex Tank Terminals LLC | International-Matex Tank Terminals Pension Plan | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $18,750 | 0.03% | $64,932,643 | View filing |
| 2023 | Trustees of Copolymer Retirees Trust | Copolymer Retirees Health and Life Insurance Plan | Accountant • Service provider • Unqualified opinion | Accounting | $17,000 | 0.33% | $5,123,651 | View filing |
| 2023 | Jones Walker LLP | Jones Walker LLP Profit Sharing Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 60 | $16,350 | 0.00% | $388,720,555 | View filing |
| 2023 | Consolidated Grain and Barge Inc. | Consolidated Grain and Barge Inc. 401K Retire | Accountant • Service provider • Unqualified opinion | Accounting | $15,250 | 0.01% | $304,148,993 | View filing |
| 2023 | Zen-Noh Grain Corporation | Zen-Noh Grain Corporation Retirement Savings Plan | Accountant • Service provider • Unqualified opinion | Accounting | $15,250 | 0.02% | $64,768,797 | View filing |
| 2023 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Service provider • Unqualified opinion | Accounting | $15,000 | 0.02% | $90,956,638 | View filing |
| 2023 | International Matex Tank Terminals LLC | International-Matex Tank Terminals Retirement Investment Plan | Accountant • Service provider • Unqualified opinion | Accounting | $14,250 | 0.02% | $76,239,798 | View filing |
| 2023 | International Matex Tank Terminals LLC | Imtt-Illinois Union Pension Plan | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $14,250 | 0.17% | $8,246,808 | View filing |
| 2023 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $11,900 | 0.23% | $5,128,769 | View filing |
| 2023 | Terrebonne Arc | Tarc 403(B) Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting | $9,953 | 0.28% | $3,551,478 | View filing |
| 2023 | Cooper Consolidated LLC | Cooper Consolidated LLC 401(K) Retirement Savings Plan | Accountant • Service provider • Unqualified opinion | Accounting | $9,750 | 0.04% | $23,485,086 | View filing |
| 2023 | Economical Super Market Inc. | Economical Super Market Inc. Employee Profit Sharing Plan and Trust | Accountant • Service provider • Unqualified opinion | Accounting | $6,200 | 0.10% | $6,152,585 | View filing |
| 2023 | Hammond Surgical Hospital LLC | Cypress Pointe Surgical Hospital 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $2,597,615 | View filing |
| 2023 | Porteous, Hainkel & Johnson, L.L.P. | Porteous, Hainkel & Johnson, L.L.P. 401K Retirement Plan and Trust | Accountant • Unqualified opinion | - | - | - | $22,256,325 | View filing |
| 2023 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $55,719,109 | View filing |
| 2023 | Pan American Life Insurance Co. | Pan American Life Insurance Company Separate Account VI | Accountant • Unqualified opinion | - | - | - | $142,539,994 | View filing |
| 2023 | Mtl Insurance Company | Home Office Pension Plan of Mtl Insurance Company | Accountant • Unqualified opinion | - | - | - | $14,565,109 | View filing |
| 2023 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Unqualified opinion | - | - | - | $114,445,320 | View filing |
| 2023 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Unqualified opinion | - | - | - | $222,186,101 | View filing |
| 2022 | Jones Walker LLP | Jones Walker LLP Profit Sharing Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 60 | $17,000 | 0.00% | $392,624,012 | View filing |
| 2022 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $14,700 | 0.34% | $4,280,842 | View filing |
| 2022 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $10,500 | 0.01% | $123,276,607 | View filing |
| 2022 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $10,500 | 0.01% | $123,276,607 | View filing |
| 2022 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Service provider • Unqualified opinion | Accounting | $10,000 | 0.01% | $92,447,106 | View filing |
| 2022 | Versabar Inc. | Versabar 401(K) Profit Sharing Plan | Service provider | Accounting • Service code 60 | $8,654 | 0.02% | $46,603,142 | View filing |
| 2022 | Mtl Insurance Company | Home Office Pension Plan of Mtl Insurance Company | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $5,000 | 0.03% | $16,697,753 | View filing |
| 2022 | Mtl Insurance Company | Home Office Pension Plan of Mtl Insurance Company | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $5,000 | 0.03% | $16,697,753 | View filing |
| 2022 | Southern Packaging LLC | Southern Packaging LLC 401(K) Profit Sharing Plan & Trust | Accountant • Unqualified opinion | - | - | - | $3,320,729 | View filing |
| 2022 | Magnolia Community Services Inc. | Magnolia Community Services Inc Profit Sharing Plan | Accountant • Unqualified opinion | - | - | - | $1,980,646 | View filing |
| 2022 | Terrebonne Arc | Tarc 403(B) Retirement Plan | Accountant • Unqualified opinion | - | - | - | $3,985,973 | View filing |
| 2022 | Adams & Reese, L.L.P. | Adams and Reese LLP Group Pension Plan II | Accountant • Unqualified opinion | - | - | - | $61,349,268 | View filing |
| 2022 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Unqualified opinion | - | - | - | $222,662,548 | View filing |
| 2022 | Porteous, Hainkel & Johnson, L.L.P. | Porteous, Hainkel & Johnson, L.L.P. 401K Retirement Plan and Trust | Accountant • Unqualified opinion | - | - | - | $23,728,688 | View filing |
| 2021 | Mtl Insurance Company | Home Office Pension Plan of Mtl Insurance Company | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $23,000 | 0.12% | $19,518,560 | View filing |
| 2021 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $21,000 | 0.01% | $144,494,664 | View filing |
| 2021 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Service provider • Unqualified opinion | Accounting | $15,000 | 0.02% | $98,014,263 | View filing |
| 2021 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $14,400 | 0.37% | $3,878,886 | View filing |
| 2021 | Up Professional Solutions LLC | Up Professional Solutions LLC 401(K) Profit Sharing Plan and Trust | Service provider | Accounting • Other services | $11,000 | 0.05% | $20,794,412 | View filing |
| 2021 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $61,757,064 | View filing |
| 2021 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Unqualified opinion | - | - | - | $230,167,248 | View filing |
| 2021 | Magnolia Community Services Inc. | Magnolia Community Services Inc Profit Sharing Plan | Accountant • Unqualified opinion | - | - | - | $2,175,860 | View filing |
| 2020 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $13,000 | 0.38% | $3,388,654 | View filing |
| 2020 | Terrebonne Arc | Tarc 403(B) Retirement Plan | Accountant • Disclaimer of opinion • Service provider | Accounting | $9,000 | 0.24% | $3,678,050 | View filing |
| 2020 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $55,567,755 | View filing |
| 2020 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $219,266,100 | View filing |
| 2020 | Phelps Dunbar LLP | Phelps Dunbar LLP Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $208,045,118 | View filing |
| 2019 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $11,500 | 0.43% | $2,652,312 | View filing |
| 2019 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $6,000 | 0.00% | $135,042,874 | View filing |
| 2019 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $46,242,052 | View filing |
| 2019 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Disclaimer of opinion | - | - | - | $77,713,634 | View filing |
| 2019 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $196,670,395 | View filing |
| 2018 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Service provider | Accounting • Other services • Service code 99 | $24,800 | 0.01% | $433,814,979 | View filing |
| 2018 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $12,200 | 0.65% | $1,878,890 | View filing |
| 2018 | Pan-American Life Insurance Group Inc. | Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $9,500 | 0.01% | $133,633,427 | View filing |
| 2018 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $42,209,242 | View filing |
| 2018 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $42,209,242 | View filing |
| 2018 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Disclaimer of opinion | - | - | - | $72,319,012 | View filing |
| 2018 | Phelps Dunbar LLP | Phelps Dunbar LLP Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $163,570,424 | View filing |
| 2018 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $188,967,296 | View filing |
| 2017 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services • Service code 99 | $25,080 | 0.01% | $432,367,826 | View filing |
| 2017 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $12,700 | 1.09% | $1,167,785 | View filing |
| 2017 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Disclaimer of opinion | - | - | - | $70,015,802 | View filing |
| 2017 | Phelps Dunbar LLP | Phelps Dunbar LLP Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $156,328,990 | View filing |
| 2017 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $181,630,072 | View filing |
| 2016 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $23,250 | 0.01% | $410,444,225 | View filing |
| 2016 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $12,200 | 1.93% | $631,835 | View filing |
| 2016 | Phelps Dunbar LLP | Phelps Dunbar LLP Retirement Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Service code 60 | $10,000 | 0.01% | $142,014,056 | View filing |
| 2016 | Pan American Life Insurance Co. | Pan-American Life Insurance Co. Employees Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $5,000 | 0.00% | $126,360,837 | View filing |
| 2016 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $35,047,607 | View filing |
| 2016 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Disclaimer of opinion | - | - | - | $60,691,936 | View filing |
| 2016 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $164,919,752 | View filing |
| 2015 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $22,500 | 0.01% | $416,182,941 | View filing |
| 2015 | Alton Ochsner Medical Foundation | Ochsner Clinic Foundation 401(K) Plan | Accountant • Disclaimer of opinion • Service provider | Custodial | $18,500 | 0.00% | $628,623,493 | View filing |
| 2015 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $10,500 | 2.70% | $388,962 | View filing |
| 2015 | Louisiana Horsemens Pension Trust | Louisiana Horsemens Pension Plan | Service provider | Consulting | $9,880 | 0.36% | $2,778,725 | View filing |
| 2015 | Pan American Life Insurance Co. | Pan-American Life Insurance Co. Employees Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $9,000 | 0.01% | $126,144,786 | View filing |
| 2015 | Pbc Management Inc. | Pbc Management Inc. 401K Profit Sharing Plan | Accountant • Unqualified opinion | - | - | - | $52,997,949 | View filing |
| 2015 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $152,455,210 | View filing |
| 2014 | Pan American Life Insurance Co. | Pan-American Life Insurance Co. Employees Retirement Benefit Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $21,000 | 0.02% | $124,922,253 | View filing |
| 2014 | Louisiana Horsemens Pension Trust | Louisiana Horsemens Pension Plan | Service provider | Consulting | $19,789 | 0.73% | $2,717,845 | View filing |
| 2014 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $19,340 | 0.00% | $409,086,738 | View filing |
| 2014 | Alton Ochsner Medical Foundation | Ochsner Clinic Foundation 401(K) Plan | Accountant • Disclaimer of opinion • Service provider | Custodial | $18,500 | 0.00% | $568,570,570 | View filing |
| 2014 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $18,000 | 5.37% | $335,479 | View filing |
| 2014 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $27,231,051 | View filing |
| 2014 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $136,897,755 | View filing |
| 2013 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $18,000 | 0.00% | $381,231,103 | View filing |
| 2013 | Alton Ochsner Medical Foundation | Ochsner Clinic Foundation 401(K) Plan | Accountant • Disclaimer of opinion • Service provider | Accounting | $18,000 | 0.00% | $474,142,146 | View filing |
| 2013 | Louisiana Horsemens Pension Trust | Louisiana Horsemens Pension Plan | Service provider | Consulting | $17,238 | 0.70% | $2,467,394 | View filing |
| 2013 | Offshore Express Inc. | Offshore Group 401K Savings Plan | Accountant • Disclaimer of opinion • Service provider | Service code 99 | $9,423 | 0.13% | $7,260,410 | View filing |
| 2013 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $4,581 | 1.85% | $247,157 | View filing |
| 2013 | Blessey Marine Services, Inc. | Blessey Marine Services Inc. 401(K) Plan | Accountant • Disclaimer of opinion • Service provider | Accounting | - | - | $22,592,651 | View filing |
| 2013 | Pan American Life Insurance Co. | Pan-American Life Insurance Co. Employees Retirement Benefit Plan | Accountant • Disclaimer of opinion | - | - | - | $112,637,314 | View filing |
| 2013 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $118,440,918 | View filing |
| 2012 | Louisiana Horsemens Pension Trust | Louisiana Horsemens Pension Plan | Service provider | Consulting | $13,572 | 0.62% | $2,180,268 | View filing |
| 2012 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $13,000 | 8.64% | $150,455 | View filing |
| 2012 | Pan American Life Insurance Co. | Pan-American Life Insurance Co. Employees Retirement Benefit Plan | Service provider | Accounting | $9,000 | 0.01% | $97,148,016 | View filing |
| 2012 | Alton Ochsner Medical Foundation | Ochsner Clinic Foundation 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $372,422,446 | View filing |
| 2012 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion | - | - | - | $349,675,991 | View filing |
| 2012 | Isidore Newman School | Isidore Newman School 401K Retirement Plan | Accountant • Disclaimer of opinion • Service provider | Education services • Service code 49 • Service code 52 • Service code 63 • Service code 99 | - | - | $12,186,276 | View filing |
| 2012 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $100,179,159 | View filing |
| 2012 | Alton Ochsner Medical Foundation | Retirement Plan for Employees of Alton Ochsner Medical Foundation | Accountant • Disclaimer of opinion | - | - | - | $349,675,991 | View filing |
| 2011 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $19,310 | 24.78% | $77,912 | View filing |
| 2011 | Pan American Life Insurance Co. | Pan-American Life Insurance Co. Employees Retirement Benefit Plan | Service provider | Accounting | $9,000 | 0.01% | $91,062,395 | View filing |
| 2011 | WHITNEY BANK | WHITNEY NATIONAL BANK RETIREMENT PLAN | Service provider | Accounting | $6,000 | 0.00% | $224,251,334 | View filing |
| 2011 | Isidore Newman School | Isidore Newman School 401K Retirement Plan | Accountant • Disclaimer of opinion • Service provider | Education services • Service code 52 • Service code 63 • Service code 99 | - | - | $11,348,286 | View filing |
| 2011 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $94,030,828 | View filing |
| 2010 | TATE & LYLE NORTH AMERICAN SUGARS INC. | Domino Sugar Corp and Local 1101 United Food and Commercial Workers Union Health & Welfare Trust Employee Benefits Plan | Service provider | Accounting | $15,285 | 13.71% | $111,506 | View filing |
| 2010 | Isidore Newman School | Isidore Newman School 401K Retirement Plan | Accountant • Disclaimer of opinion • Service provider | Education services • Service code 49 • Service code 52 • Service code 63 • Service code 99 | - | - | $10,871,905 | View filing |
| 2010 | Adams & Reese, L.L.P. | Adams & Reese, L.L.P. 401K Profit Sharing Plan & Trust | Accountant • Disclaimer of opinion | - | - | - | $86,660,421 | View filing |
| 2009 | MID-Delta Health Systems Inc. | MID-DELTA HEALTH SYSTEMS, INC. 401(K) PLAN | Service provider | Accounting | $13,486 | 0.65% | $2,059,308 | View filing |
| 2009 | DOMINO SUGAR CORP/LOCAL 1101 UF&CW UNION HEALTH AND WELFARE TRUST | DOMINO SUGAR CORP AND LOCAL 1101 UNITED FOOD AND COMMERCIAL WORKERS UNION HEALTH & WELFARE TRUST | Service provider | Accounting | $10,000 | 2.91% | $343,162 | View filing |
| 2009 | Adams & Reese, L.L.P. | ADAMS AND REESE LLP GROUP PENSION PLAN | Accountant • Disclaimer of opinion | - | - | - | $22,053,716 | View filing |
| 1999 | Radiofone Services, L.L.C. | Radiofone Services, L.L.C. 401K / Profit Sharing Plan | Accountant | - | - | - | $6,361,991 | View filing |
| 1999 | Offshore Express Inc. | Offshore Group 401K Savings Plan | Accountant | - | - | - | $901,098 | View filing |
| 1999 | Liskow & Lewis, Aplc | Liskow & Lewis Retirement Plan and Trust | Accountant | - | - | - | $19,103,660 | View filing |