No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Plan Administrator Service code 14 | P.O. BOX 1449 GOODLETTSVILLE, TN 37070 | $229K |
| ANTHEM BLUE CROSS BLUE SHIELD OF VA NONE | Named fiduciary; Direct payment from the plan; Non-monetary compensation; Float revenue; Contract Administrator; Claims processing; Other services; Participant communication Service code 12 | PO BOX 27401 800-331-1476 RICHMOND, VA 23279 | $115K |
| CAREFIRST BCBS EIN 52-1330940 NONE | Claims processing Service code 12 | 840 FIRST ST, NE WASHINGTON, DC 20065 | $41K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0210528 NONE | Legal Service code 29 | 4748 WISCONSIN AVE, NW WASHINGTON, DC 20016 | $12K |
| DANIELS, IRWIN & AYLOR CPAS EIN 62-1802605 NONE | Accounting (including auditing) Service code 10 | 223 MADISON ST. SUITE 112 NASHVILLE, TN 37115 | $12K |
| BOLTON PARTNERS EIN 52-1231144 NONE | Actuarial Service code 11 | 1615 L STREET NW 510 WASHINGTON, DC 20036 | $9K |
| INVESTMENT PERFORMANCE SERVICES LLC NONE | Investment advisory (plan) Service code 27 | 570 E YORK ST 912-352-2862 SAVANNAH, GA 31401 | $8K |
| AMAGAMATED BANK EIN 13-4920330 NONE | Investment management; Custodial (securities) Service code 19 | 275 SEVENTH AVENUE NEW YORK, NY 100016708 | $7K |
| SUNTRUST BANK EIN 62-0859925 NONE | Account maintenance fees Service code 65 | 303 PEACHTREE ST, NE ATLANTA, GA 30308 | $6K |
| MUTUAL FUNDS(SEE SCHEDULES ATTACHED 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 | 406 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 214 | 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) | 620 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 620 | $132K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 620 | $133K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 620 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.