No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF GA EIN 58-1638390 NONE | Non-monetary compensation; Claims processing; Other services; Float revenue; Named fiduciary; Participant communication; Contract Administrator; Direct payment from the plan Service code 12 | 3350 PEACHTREE ROAD, N.E. ATLANTA, GA 30326 | $1.2M |
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Plan Administrator; Consulting (general); Actuarial Service code 11 | P.O. BOX 1449 GOODLETTSVILLE, TN 370701449 | $775K |
| MORGAN STANLEY EIN 26-4310632 NONE | Securities brokerage; Investment management; Custodial (securities); Investment advisory (plan); Other investment fees and expenses; Direct payment from the plan; Securities brokerage commissions and fees; Other services Service code 19 | ONE TENTH ST, STE 600 AUGUSTA, GA 30901 | $149K |
| SWIFTMD NONE | Other services; Claims processing Service code 12 | 801 SPRINGDALE DRIVE 484-875-3085 EXTON, PA 19341 | $100K |
| BRANSTETTER, STRANCH & JENNINGS EIN 62-0513048 NONE | Legal Service code 29 | 223 ROSA L. PARKS AVE 200 NASHVILE, TN 37203 | $61K |
| DANIELS IRWIN & AYLOR EIN 62-1802605 NONE | Accounting (including auditing) Service code 10 | 223 MADISON ST. STE 112 MADISON, TN 37115 | $23K |
| NEWTEK TECHNOLOGY SOLUTIONS NONE | Other services Service code 49 | 2500 W. UNION HILLS DRIVE PHOENIX, AZ 85027 | $13K |
| SUNTRUST BANKS EIN 62-0859925 NONE | Custodial (other than securities) Service code 18 | P.O. BOX 305183 NASHVILE, TN 372305183 | $5K |
| MONEY MARKET AND 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 | 2,597 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 276 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,873 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | LABOR FIRST, LLC | 276 | $734K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE | 2,873 | $437K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,873 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.