PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ANNANDALE AT SUWANEE INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 58-6081470

ANNANDALE AT SUWANEE INC

3500 ANNANDALE LANE · SUWANEE, GA 30024
6787654849
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$889K
No prior year
Persons covered
137
No prior year
Total participants
129
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$889K
ANNANDALE AT SUWANEE WELFARE BENEFIT PLAN
Fully insured137 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF GEORGIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$721K77.3%
Dental$58K6.2%
Life$43K4.6%
Other$43K4.6%
Long-term disability$33K3.5%
Short-term disability$26K2.7%
Vision$8K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 581592076
H
$721K81.1%1197
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLOth
$80K9.0%1292
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$80K9.0%13129
EYEMED VISION CARE
EIN 430949844
V
$8K0.9%11137

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCSUN LIFE ASSURANCE COMPANY OF CANADA, KAISER FOUNDATION HEALTH PLAN OF GEORGIA$40K$1K$42K64.4%1
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCSUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY, EYEMED VISION CARE$17K$6K$23K35.6%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica