No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHSCOPE BENEFITS EIN 71-0847266 NONE | Claims processing Service code 12 | 2630 ELM HILL PIKE NASHVILLE, TN 37214 | $432K |
| CHRIS MAYO EIN 62-6102837 EMPLOYEE | Plan Administrator Service code 14 | 225 BEN ALLEN RD STE 101 NASHVILLE, TN 37207 | $53K |
| SUE GREEN EIN 62-6102837 EMPLOYEE | Plan Administrator Service code 14 | 225 BEN ALLEN RD STE 101 NASHVILLE, TN 37207 | $23K |
| S. J. HUDSON EIN 62-6102837 EMPLOYEE | Plan Administrator Service code 14 | 225 BEN ALLEN RD STE 101 NASHVILLE, TN 37207 | $23K |
| DANIELS IRWIN & AYLOR EIN 62-1802605 NONE | Accounting (including auditing) Service code 10 | 223 MADISON ST SUITE 112 MADISON, TN 37115 | $15K |
| GREG DUNN CONSULTING GROUP EIN 40-8881822 NONE | Consulting (general) Service code 16 | 6867 BURKITT RD ANTIOCH, TN 37013 | $15K |
| BRANSTETTER STRANCH & JENNINGS EIN 62-0513048 NONE | Legal Service code 29 | 227 SECOND AVE N 4TH FL NASHVILLE, TN 37201 | $11K |
| OSBORN CARREIRO & ASSOCIATES EIN 71-0631123 NONE | Actuarial Service code 11 | 124 WEST CAPITOL AVE 1690 LITTLE ROCK, AR 72201 | $6K |
| NATIONAL LABOR SYSTEMS EIN 52-1345122 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | P.O. BOX 7862 PUEBLO WEST, CO 81007 | $6K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment management Service code 28 | 3102 WEST END AVE 500 NASHVILLE, TN 37203 | $5K |
| MUTUAL FUNDS NONE | Investment management Service code 28 | — | $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 | 734 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 323 | 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) | 1,057 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMERICAN UNITED LIFE INSURANCE CO. | 734 | $24K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,057 | $490K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,057 | — |
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."
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.