No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DEBRA BAILEY EIN 58-1164035 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | P.O. BOX 641 MABLETON, GA 30126 | $94K |
| INDIA BREWSTER EIN 58-1164035 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | P.O. BOX 641 MABLETON, GA 30126 | $58K |
| MORGAN STANLEY INVESTMENT MANAGEMENT | Investment management; Custodial (securities); Investment advisory (plan) Service code 19 | ONE 10TH STREET STE 600 AUGUSTA, GA 30901 | $57K |
| SABRINA WALKER EIN 58-1164035 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | P.O. BOX 641 MABLETON, GA 30126 | $55K |
| STEVEN D EISENBERG CPA PA EIN 65-0140643 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | 7700 CONGRESS AVENUE STE 1128 BOCA RATON, FL 33487 | $23K |
| ADMINISTRATIVE CONSULTING SERVICES EIN 62-1408699 CONSULTING | Consulting (general); Direct payment from the plan Service code 16 | 661 NORTH ERICSON ROAD MEMPHIS, TN 38018 | $20K |
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 | 525 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | BOSTON MUTUAL LIFE | 182 | $93K |
| Short-term disability | BOSTON MUTUAL LIFE | 182 | $93K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 182 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.