No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TN EIN 62-0427913 NONE | Contract Administrator; Other services; Named fiduciary; Claims processing; Participant communication Service code 12 | 1 CAMERON HILL CIRCLE CHATTANOOGA, TN 37402 | $1.2M |
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Plan Administrator; Actuarial; Consulting (general) Service code 11 | P.O. BOX 1449 GOODLETTSVILLE, TN 37070 | $730K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Securities brokerage commissions and fees; Custodial (securities); Account maintenance fees; Investment advisory (plan); Distribution (12b-1) fees; Investment management Service code 19 | 1285 AVE. OF AMERICAS NEW YORK, NY 10019 | $90K |
| STRANCH, JENNINGS AND GARVEY PLLC EIN 62-0513048 NONE | Legal Service code 29 | 227 SECOND AVE. N. 4TH FL NASHVILLE, TN 37201 | $41K |
| DANIELS, IRWIN & AYLOR EIN 62-1802605 NONE | Accounting (including auditing) Service code 10 | 223 MADISON ST. SUITE 112 MADISON, TN 37115 | $15K |
| TRUIST BANK EIN 62-0859925 NONE | Custodial (other than securities) Service code 18 | P.O. BOX 305183 NASHVILLE, TN 37230 | $11K |
| TED SOILEAU, CPA, LLC NONE | Accounting (including auditing) Service code 10 | 2133 SILVERSIDE DR C 225-766-7910 BATON ROUGE, LA 70808 | $7K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N. MERIDIAN ST. 610 CARMEL, IN 46032 | $6K |
| NEWTEK TECHNOLOGY SOLUTIONS NONE | Account maintenance fees Service code 65 | 2500 W UNION HILLS DR. PHOENIX, AR 85027 | $6K |
| MONEY MARKET AND MUTUAL FUNDS NONE | Investment management; Custodial (securities) Service code 19 | — | $0 |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,617 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,620 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 2,620 | $141K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,620 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.