No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GSA-ILA MANAGER'S FUND AFFILIATED ADMIN FUND | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Direct payment from the plan Service code 15 | 10 MERSEY WAY SAVANNAH, GA 31405 | $1.4M |
| BIGNAULT & CARTER EIN 58-1310322 CO-COUNSEL | Legal; Direct payment from the plan Service code 29 | 130 CANAL ST. STE 401 POOLER, GA 31322 | $172K |
| SEGAL EIN 13-2619259 ACTUARY AND CONSULTANT | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | 2727 PACES FERRY RD ATLANTA, GA 30339 | $84K |
| TJS DEEMER DANA LLP EIN 58-2663273 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | 118 PARK OF COMMERCE DR SAVANNAH, GA 31405 | $80K |
| ELLIS, PAINTER, RATTERREE & ADAMS EIN 58-1788955 CO-COUNSEL | Legal; Direct payment from the plan Service code 29 | 7 EAST CONGRESS STREET SAVANNAH, GA 31401 | $56K |
| HOLLAND, BROMLEY, BARNHILL & BRETT EIN 58-1941470 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 530 STEPHENSON AVE 200 SAVANNAH, GA 31405 | $51K |
| BOSTON PARTNERS GLOBAL INVESTORS EIN 98-0202744 ASSET 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 | $47K |
| SEGAL MARCO ADVISORS EIN 13-2646110 INVESTMENT CONSULTANT | Direct payment from the plan; Other services; Consulting (general) Service code 16 | 333 W 34TH ST NEW YORK, NY 10001 | $29K |
| COMERICA EIN 42-1741646 CUSTODIAN | Custodial (securities); Float revenue; Shareholder servicing fees; Other services; Custodial (other than securities); Other investment fees and expenses Service code 18 | 411 W. LAFAYETTE AVE. DETROIT, MI 48226 | $5K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | — | $3K |
| SPRUCEGROVE INVESTMENT MGMT, LTD. EIN 98-0399967 INVESTMENT MANAGER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| SUNTRUST BANK BANK | Insurance agents and brokers Service code 22 | 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 | 2,240 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 557 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,806 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,791 | $2.0M |
| Other | HARTFORD LIFE AND ACCIDENT | 2,791 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,791 | — |
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.
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.