No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BIGNAULT & CARTER EIN 58-1310322 LEGAL COUNSEL | Legal Service code 29 | 7505 WATERS AVENUE SAVANNAH, GA 31406 | $214K |
| SEACREST PARTNERS INC INSURANCE BROKER | Insurance services Service code 23 | P O BOX 8004 SAVANNAH, GA 31412 | $173K |
| BOSTON PARTNERS GLOBAL INVESTORS, I EIN 98-0202744 INVESTMENT MANAGER | Investment management Service code 28 | ONE BEACON STREET BOSTON, MA 02108 | $114K |
| TJS DEEMER DANA LLP EIN 58-2663273 AUDITOR | Accounting (including auditing) Service code 10 | 118 PARK OF COMMERCE DR SAVANNAH, GA 31405 | $74K |
| THE SEGAL COMPANY EIN 13-1835864 ACTUARIAL & OTHER CONSULT | Consulting (general) Service code 16 | — | $74K |
| ADVANCED BUSINESS SOFTWARE CORP EIN 58-1676348 IT CONSULTANT | Accounting (including auditing) Service code 10 | 49 PARK OF COMMERCE WAY SAVANNAH, GA 31405 | $68K |
| ELLIS, PAINTER, RATTEREE & ADAMS, L EIN 58-1788955 CO-COUNSEL | Legal Service code 29 | 2 EAST BRYAN STREET SAVANNAH, GA 31401 | $48K |
| HOLLAND HENRY BROMLEY, LLP EIN 58-1941470 ACCOUNTANT | Accounting (including auditing) Service code 10 | P OI BOX 8878 SAVANNAH, GA 31412 | $47K |
| STATE STREET BANK & TRUST EIN 04-1867445 DIRECTED TRUSTEE/CUSTODIA | Trustee (directed); Custodial (securities) Service code 19 | 1200 CROWN COLONY DR QUINCY, MA 02169 | $36K |
| MARCO CONSULTING GROUP, INC EIN 36-3555078 CONSULTANT | Consulting fees Service code 70 | 550 WASHINGTON, STE 900 CHICAGO, IL 60661 | $30K |
| ALATEK LLC IT/COMPUTER SERVICES | Consulting (general) Service code 16 | 3214 NORTH UNIVERSITY AVE PROVO, UT 84604 | $16K |
| SUNTRUST BANK BANK | Trustee (bank, trust company, or similar financial institution) Service code 21 | 33 BULL STREET SAVANNAH, GA 31401 | $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 | 1,917 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 520 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,447 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 5,434 | $3.0M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 5,434 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,434 | — |
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.
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.