Plan Ledger DOL Form 5500 · updated monthly

Georgia Society of Certified Public Accountants' Group Insurance Trustbenefits

Georgia Society of Certified Public Accountants' Group Insurance Trust Fund Health and Welfare Plan · ALPHARETTA, GA · plan year 2024

Previously filed as Georgia Society of Certified Public Accountants' Group Insurance Trus. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$269,924

Georgia Society of Certified Public Accountants' Group Insurance Trust's benefits plans covered 676 active participants in 2024, providing health · life · dental · short-term disability · long-term disability. Insurance brokers and agents were paid $269,924 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $399 per covered person, above the median for employer plans that report broker pay. Broker pay rose 14% from $235,982 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. · health hmo ppopremiums n/a · 514 covered
BLUE CROSS BLUE SHIELD OF GEORGIA, INC. · health dental vision ppopremiums n/a · 272 covered
GREATER GEORGIA LIFE INSURANCE COMPANY · life std ltdpremiums n/a
STANDARD INSURANCE COMPANY · life std ltdpremiums n/a · 160 covered
Brokers & agents paid · 20245
STERLING SEACREST PRITCHARD INC.$265,288 · incl $153 fees
CUNNINGHAM INSURANCE INC.$2,904
RSC INS BROKERAGE INC.$1,275
NUVISION FINANCIAL CORP INC.$379
HODGE HART & SCHLEIFER INC.$78
Also brokered by Sterling Seacrest Pritchard Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 586152277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.