No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATOR,INC EIN 62-1116095 NONE | Consulting (general); Contract Administrator Service code 13 | 3835 PRESIDENTIAL PARKWAY ATLANTA, GA 30340 | $655K |
| PARKER, HUDSON, RAINER & DOBBS EIN 26-1370698 NONE | Legal Service code 29 | 285 PEACHTREE CENTER AVE ATLANTA, GA 30303 | $50K |
| PIMCO ASSET MANAGEMENT EIN 33-0239892 NONE | Investment management Service code 28 | 650 NEWPORT CENTER NEWPORT BEACH, CA 92660 | $29K |
| PACIFIC INCOME ADVISORS EIN 95-4067974 NONE | Investment management Service code 28 | 1299 OCEAN AVE SANTA MONICA, CA 90401 | $28K |
| DENNIS G. JENKINS, CPA,LLC EIN 20-5886120 NONE | Accounting (including auditing) Service code 10 | 1690 STONE VILLAGE LN, STE 501 KENNESAW, GA 30152 | $14K |
| CLEARBRIDGE ASSET MANAGEMENT EIN 20-5991122 NONE | Investment management Service code 28 | 620 EIGHT AVE NEW YORK, NY 10018 | $7K |
| LONDON COMPANY EIN 90-0824693 NONE | Investment management Service code 28 | 1801 BAYBERRY CT STE 301 AICHMOND, VA 23226 | $4K |
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 | 2,183 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 790 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,973 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE CO | 2,183 | $226K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,183 | — |
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.