Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: The Segal Company Eastern States LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,865 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 639 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,504 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 3,497 | $4.5M |
| Other | HARTFORD LIFE AND ACCIDENT | 3,497 | $136K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,497 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Hartford Life and Accident |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GSA-ILA MANAGER'S FUND AFFILIATED ADMIN FUND | Direct payment from the plan; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 15 | 10 MERSEY WAY SAVANNAH, GA 31405 | $1.9M |
| BIGNAULT & CARTER EIN 58-1310322 CO-COUNSEL | Legal; Direct payment from the plan Service code 29 | 130 CANAL ST., SUITE 401 POOLER, GA 31322 | $216K |
| SEGAL EIN 13-2619259 ACTUARY AND CONSULTANT | Consulting (general); Direct payment from the plan Service code 16 | 2727 PACES FERRY RD ATLANTA, GA 30339 | $92K |
| SYMPHONA LLP EIN 58-2663273 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | 118 PARK OF COMMERCE DR SAVANNAH, GA 31405 | $60K |
| SEGAL MARCO ADVISORS EIN 13-2646110 INVESTMENT CONSULTANT | Investment advisory (plan); Direct payment from the plan Service code 27 | 333 W 34TH ST NEW YORK, NY 10001 | $58K |
| BOSTON PARTNERS GLOBAL INVESTORS EIN 98-0202744 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | ONE BEACON STREET BOSTON, MA 02108 | $57K |
| HOLLAND, BROMLEY, BARNHILL & BRETT EIN 58-1941470 ACCOUNTANT | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Accounting (including auditing) Service code 10 | 530 STEPHENSON AVE 200 SAVANNAH, GA 31405 | $52K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $21K |
| COMERICA EIN 42-1741646 CUSTODIAN | Custodial (securities); Other investment fees and expenses Service code 19 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $8K |
| ELLIS, PAINTER, RATTERREE & ADAMS EIN 58-1788955 CO-COUNSEL | Legal; Direct payment from the plan Service code 29 | 24 OGLETHORPE PROF. BLVD SAVANNAH, GA 31406 | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025