No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE SEGAL COMPANY EIN 13-2619259 NONE | Consulting (general) Service code 16 | 2018 POWERS FERRY RD, STE 850 ATLAAT, GA 30339 | $47K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment advisory (plan) Service code 27 | 1285 AVENUE OF THE AMERICAS NEW YOURK, NY 10019 | $38K |
| R0BEIN, URANNM SPENCER, PICARD EIN 72-0999672 NONE | Legal Service code 29 | 2540 SEVERN AVE, STE 400 METAIRIE, LA 70002 | $19K |
| DENNIS G. JENKINS,CPA,LLC EIN 20-5886120 NONE | Accounting (including auditing) Service code 10 | 1690 STONE VILLAGE LN STE 501 KENNESAW, GA 30152 | $18K |
| SEGAL SELECT INSURANCE | Consulting (general) Service code 16 | — | $1K |
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 | 496 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 35 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 531 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF LOUISIANA | 496 | $0 |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 496 | $49K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF LOUISIANA | 496 | $0 |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 496 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 496 | — |
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.