No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Consulting (general); Actuarial; Plan Administrator Service code 11 | P.O. BOX 1449 GOODLETTSVILLE, TN 370701449 | $370K |
| DANIELS, IRWIN & AYLOR EIN 62-1802605 NONE | Accounting (including auditing) Service code 10 | 223 MADISON ST STE 112 MADISON, TN 371153602 | $16K |
| BARRETT JOHNSTON MARTIN & GARRISON EIN 62-1435459 NONE | Legal Service code 29 | 414 UNION ST STE 900 NASHVILLE, TN 37219 | $12K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment management Service code 28 | 3102 WEST END AVE 500 NASHVILLE, TN 37203 | $10K |
| THE BANK OF NASHVILLE NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | PO BOX 198986 NASHVILLE, TN 37219 | $7K |
| CIGNA EIN 06-0303370 NONE | Float revenue; Other services; Claims processing; Non-monetary compensation; Direct payment from the plan; Contract Administrator; Participant communication; Named fiduciary Service code 12 | 1111 MARKET ST CHATTANOOGA, TN 37402 | $7K |
| COMERICA EIN 38-2702003 NONE | Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Float revenue; Other fees; Other services; Custodial (securities) Service code 19 | 2149 JOLLY RD SUITE 500 OKEMOS, MI 488646028 | $6K |
| BLACKROCK EIN 22-2937779 NONE | Investment management Service code 28 | P.O. BOX 9819 PROVIDENCE, RI 02940 | $0 |
| FIRST EAGLE EIN 13-2672902 NONE | Investment management Service code 28 | 1345 AVENUE OF THE AMERIC NEW YORK, NY 10105 | $0 |
| LORD ABBETT EIN 13-3731507 NONE | Investment management Service code 28 | 90 HUDSON STREET JERSEY CITY, NJ 07302 | $0 |
| NATIXIS FUNDS - LOOMIS SAYLES EIN 04-6610760 NONE | Investment management Service code 28 | P.O. BOX 219579 KANSAS CITY, MO 64121 | $0 |
| VIRTUS FUNDS EIN 32-0311755 NONE | Investment management Service code 28 | 101 MUNSON STREET GREENFIELD, MA 01301 | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 796 | 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) | 796 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where 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 rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.