No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTHCARE EIN 06-0303370 NONE | Claims processing Service code 12 | 1111 MARKET STREET CHATTANOOGA, TN 37402 | $828K |
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Plan Administrator Service code 14 | P.O. BOX 1449 GOODLETTSVILLE, TN 370701449 | $708K |
| BLUECROSS BLUESHIELD OF GA NONE | Claims processing Service code 12 | 3350 PEACHTREE ROAD, N.E. 404-842-8000 ATLANTA, GA 30326 | $407K |
| SWIFTMD NONE | Claims processing Service code 12 | — | $127K |
| MORGAN STANLEY EIN 26-4310632 NONE | Custodial (securities) Service code 19 | ONE TENTH ST, STE 600 AUGUSTA, GA 30901 | $75K |
| WESTERN ASSET NONE | Investment management Service code 28 | 620 8TH AVENUE 50TH FLOOR 212-601-6000 NEW YORK, NY 10018 | $48K |
| BRANSTETTER, STRANCH & JENNINGS EIN 62-0513048 NONE | Legal Service code 29 | 223 ROSA L. PARKS AVE 200 NASHVILE, TN 37203 | $38K |
| AGH, LLC EIN 58-2588678 NONE | Accounting (including auditing) Service code 10 | 3500 PIEDMONT RD STE 500 ATLANTA, GA 30305 | $18K |
| CARR, RIGGS & INGRAM, LLC EIN 72-1396621 NONE | Accounting (including auditing) Service code 10 | 3500 PIEDMONT RD, STE 500 ATLANTA, GA 30305 | $18K |
| SUNTRUST BANK EIN 58-1575035 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 303 PEACHTREE ST, NE ATLANTA, GA 30308 | $5K |
| MUTUAL FUNDS NONE | Investment management Service code 28 | — | $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 | 2,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 260 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,759 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE CO. | 2,759 | $609K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,759 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.