No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD OF VA EIN 54-0357120 NONE | Direct payment from the plan; Other services; Participant communication; Claims processing; Named fiduciary; Account maintenance fees; Float revenue Service code 12 | PO BOX 27401 RICHMOND, VA 23279 | $850K |
| SOUTHERN BENEFIT ADMINISTRATORS INC EIN 62-1116095 NONE | Consulting (general); Plan Administrator Service code 14 | 2001 CALDWELL DRIVE GOODLETTSVILLE, TN 37072 | $633K |
| ATLANTA CAPITAL MANAGEMENT EIN 58-2236910 NONE | Investment management Service code 28 | 1075 PEACHTREE ST NW ATLANTA, GA 30309 | $56K |
| DANIELS, IRWIN & AYLOR EIN 62-1802605 NONE | Accounting (including auditing) Service code 10 | 223 MADISON ST STE 112 MADISON, TN 37115 | $37K |
| ARNALL GOLDEN GREGORY LLP EIN 58-0543673 NONE | Legal Service code 29 | 171 17TH ST NW 1200 ATLANTA, GA 30363 | $33K |
| EMPATHIA, INC. NONE | Direct payment from the plan; Claims processing; Other services; Participant communication Service code 12 | N17 W24100 RIVERWOOD DR. 866-332-9595 WAUKESHA, WI 53188 | $27K |
| THE SEGAL COMPANY EIN 13-2619259 NONE | Consulting (general) Service code 16 | 6575 WEST LOOP SOUTH 610 BELLAIRE, TX 77401 | $12K |
| NEWTEK TECHNOLOGY SOLUTIONS NONE | Other services Service code 49 | 2500 W. UNION HILLS DR. PHOENIX, AR 85027 | $10K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N MERIDIAN ST 610 CARMEL, IN 46032 | $10K |
| TRUIST BANK EIN 58-0466330 NONE | Custodial (securities) Service code 19 | 303 PEACHTREE ST, STE 300 ATLANTA, GA 30303 | $8K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Consulting (general) Service code 16 | 99 SUMMER STREET, 13TH FL BOSTON, MA 02110 | $3K |
| MONEY MARKET AND MUTUAL FUND NONE | Investment management; Custodial (securities) Service code 19 | — | $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 | 2,151 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | 5 STAR LIFE INSURANCE COMPANY | 2,176 | $123K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 2,176 | $312K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,176 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.