No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Claims processing Service code 12 | 1111 MARKET STREET CHATTANOOGA, TN 37402 | $938K |
| SEGAL ROGERSCASEY EIN 13-2646110 NONE | Actuarial Service code 11 | — | $129K |
| SEGAL CONSULTING EIN 13-2619159 NONE | Actuarial Service code 11 | — | $122K |
| JBM NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $58K |
| THE UNION LABOR LIFE INSURANCE CO EIN 13-1423090 NONE | Investment management Service code 28 | 1625 EYE STREET WASHINGTON, DC 20006 | $52K |
| TERRIANNA E CRAWFORD EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $35K |
| LORI D'SOUZA EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $26K |
| SUSAN CHAFFIN EIN 62-0588259 NONE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $21K |
| HEATHER D SAMPLES EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $20K |
| HENDERSON, HUTCHERSON & MCCULLOUGH EIN 62-1114363 NONE | Accounting (including auditing) Service code 10 | 1200 MARKET STREET CHATTANOOGA, TN 37402 | $19K |
| SHEILA BATES EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $19K |
| HOME FEDERAL BANK NONE | Investment management Service code 28 | — | $19K |
| ANGELA C MCDANIEL EIN 62-0588259 NONE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $17K |
| BRANSTETTER, STRANCH & JENNINGS NONE | Legal Service code 29 | — | $12K |
| CAROL J CHANCE EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $12K |
| NWQ INVESTMENT MANAGEMENT CO. EIN 04-3161785 NONE | Investment advisory (plan) Service code 27 | — | $10K |
| SONYA REAGAN EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $10K |
| LYNN AGEE NONE | Legal Service code 29 | 4551 LASCASSAS MURFREESBORO, TN 37130 | $8K |
| MILDRED NETHERY EIN 62-0588259 EMPLOYEE | Employee (plan) Service code 30 | 9217 DAYTON PIKE SODDY DAISY, TN 37379 | $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 | 664 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 664 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 664 | $91K |
| Stop-loss / reinsurancereinsurance | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 664 | $471K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 664 | $91K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 664 | — |
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.