Form 5500 · Employee benefit plan · ATLANTA, GA
ATLANTA LEGAL AID SOCIETY, INC.
The filing calls this plan ATLANTA LEGAL AID SOCIETY, INC. HEALTH PLAN.
ATLANTA LEGAL AID SOCIETY, INC. of ATLANTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is IMA, INC.. Coverage is written through AETNA HEALTH, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-0568691 · plan 502 · plan year 2025, filed Sep 22, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA HEALTH, INC., covers 86 people.
Reported premium across the insured contracts is $2,023,456, with $24,422 in disclosed broker commissions — about 1.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
IMA, INC. is the broker of record on 4 of the 7 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA. AETNA HEALTH, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 146 | Jan 1, 2026 | $77,719 | $11,657 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 146 | Jan 1, 2026 | $35,396 | $5,310 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 139 | Jan 1, 2026 | $826,852 | $4,773 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 19 | Jan 1, 2026 | $13,530 | $2,030 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 14 | Jan 1, 2026 | $3,879 | $582 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 7 | Jan 1, 2026 | $466 | $70 |
| AETNA HEALTH, INC. | Health | 86 | Jan 1, 2026 | $1,065,614 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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