Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe plan is self-funded and has no stop-loss carrier. A large claim hits the plan directly. Stop-loss carriers can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 5,623 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,631 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. The only headcount is the Form 5500 number above.
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBSTN NONE | Other services Service code 49 | 1 CAMERON HILL CIRCLE CHATTANOOGA, TN 374020001 | $2.0M |
| QUANTUM HEALTH INC EIN 20-8423895 NONE | Other services Service code 49 | — | $1.6M |
| HEALTHNEXT LLC EIN 27-0887301 NONE | Other services Service code 49 | PO BOX 706 UNIONVILLE, PA 19375 | $299K |
| TRULIFECARE LLC EIN 45-4924871 NONE | Other services Service code 49 | PO BOX 2946 BRENTWOOD, TN 370242496 | $177K |
| SIMPLE HEALTH LLC EIN 46-1659606 NONE | Other services Service code 49 | 5 PORTOFINO DRIVE PENSACOLA BEACH, FL 32561 | $166K |
| WELLNESS CONSULTANTS NONE | Other services Service code 49 | 4772 AYNSLEY DR. MEMPHIS, TN 38817 | $154K |
| MCGRIFF INSURANCE SERVICES EIN 86-1623293 NONE | Other services Service code 49 | PO BOX 890978 CHARLOTTE, NC 282890978 | $115K |
| COMPSYCH CORPORATION EIN 36-3272141 NONE | Other services Service code 49 | — | $111K |
| LIFESPEAK NONE | Other services Service code 49 | — | $111K |
| KRISTIAN ROBINSON WELLNESS STAFF/INTERN | Other services Service code 49 | 408 E. BRINKLEY LOOP MARION, AR 72364 | $64K |
| UKG INC EIN 65-0694077 NONE | Other services Service code 49 | — | $63K |
| MILLIMAN-CONSULTING H&W BENEFITS NONE | Other services Service code 49 | 2670 UNION AVENUE EXT, SUITE 100 MEMPHIS, TN 38112 | $59K |
| VANDERBILT UNIVERSITY MED CENTER EIN 35-2528741 NONE | Other services Service code 49 | — | $48K |
| CBIZ CPAS P.C. EIN 43-1947695 AUDITOR | Accounting (including auditing) Service code 10 | 5100 POPLAR AVENUE 30TH FLOOR MEMPHIS, TN 38137 | $47K |
| KAREN SONES NONE | Consulting (general) Service code 16 | 8518 PLEASANT HILL RD OLIVE BRANCH, MS 38654 | $26K |
| HAWAII MEDICAL SERVICE ASSN EIN 99-0040115 NONE | Other services Service code 49 | PO BOX 2981 HONOLULU, HI 968202210 | $21K |
| BAKER, DONELSON, BEARMAN, CALDWELL EIN 62-1047356 LEGAL | Legal Service code 29 | 165 MADISON AVENUE MEMPHIS, TN 38103 | $14K |
| COVENANT HEALTH NONE | Other services Service code 49 | 1400 CENTERPOINT BLVD, BLDG C KNOXVILLE, TN 37932 | $14K |
| HEALTHCARE TN NONE | Other services Service code 49 | 4728 SPOTTSWOOD AVE, #376 MEMPHIS, TN 38117 | $10K |
| FIRST HORIZON BANK TRUST DIVISION EIN 62-0201385 AFFILIATE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $9K |
| BAPTIST MEMORIAL MEDICAL GROUP NONE | Other services Service code 49 | 6027 WALNUT GROVE RD MEMPHIS, TN 38120 | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
6 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025