No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Contract Administrator Service code 13 | P. O. BOX 1449 GOODLETTSVILLE, TN 37070 | $248K |
| MORGAN, LEWIS & BOCKIUS, LLP EIN 23-0891050 NONE | Legal Service code 29 | 1701 MARKET ST PHILADELPHIA, PA 19103 | $68K |
| THE SEGAL COMPANY EIN 13-2619259 NONE | Consulting (general) Service code 16 | 1300 E. NORTH ST., STE 1900 CLEVELAND, OH 44114 | $64K |
| REGIONS TRUST CO EIN 63-0371391 NONE | Investment management; Custodial (securities) Service code 19 | 400 POYDRAS ST, STE 2200 NEW ORLEANS, LA 70130 | $32K |
| DENNIS JENKINS, CPA,LLC EIN 20-5886120 NONE | Accounting (including auditing) Service code 10 | 1690 STONE VILLAGE LN, STE 501 KENNESAW, GA 30152 | $19K |
| UNITED ACTUARIAL SERVICE EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N. MERIDIAN ST CARMEL, IN 46032 | $9K |
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 | 770 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 47 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 817 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 817 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 817 | — |
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.