No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CHARLENE HELTON EIN 62-6077945 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| RENEE ASHWORTH EIN 62-6077945 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| SOUTHERN ACTUARIAL SERVICES, INC. NONE | Actuarial; Direct payment from the plan Service code 11 | PO BOX 888343 ATLANTA, GA 30356 | $26K |
| CARR, RIGGS, & INGRAM EIN 72-1396621 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $19K |
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 | 213 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 276 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 171 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 86 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 746 | 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.