form5500lookup

Form 5500 · Employee benefit plan · ATLANTA, GA

AVEANNA HEALTHCARE, LLC

The filing calls this plan AVEANNA HEALTHCARE, LLC WELFARE BENEFIT PLAN.

AVEANNA HEALTHCARE, LLC of ATLANTA, GA is a 4,411-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1864863 · plan 501 · plan year 2025, filed Jun 24, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

1,626 other employer plans in Georgia have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
4,411
Active at start of year
4,411
Active at end of year
4,663
Disclosed commissions
$896,253
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN, INC.204 of 4,411 participants (4.6%) on the largest contract
Dentalinsured — DELTA DENTAL INSURANCE COMPANY8,902 of 4,411 participants
Visioninsured — AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS3,775 of 4,411 participants (86%)
Lifeinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY4,663 of 4,411 participants
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY4,663 of 4,411 participants

Health: the largest of the 4 insured health contracts, with KAISER FOUNDATION HEALTH PLAN, INC., covers 204 of 4,411 participants (4.6%) on Schedule A.

Also declared: death benefits, 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 9 insured contracts covering health, dental, vision, life and disability; the largest, with UNITED OF OMAHA LIFE INSURANCE COMPANY, covers 4,663 people.

Reported premium across the insured contracts is $14,520,675, with $896,253 in disclosed broker commissions — about 6.2% 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.

LOCKTON COMPANIES, LLC is the broker of record on 7 of the 9 contracts; the rest name a different broker or none.

9 carriers appear on the filing, including UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. and FIDELITY SECURITY LIFE INSURANCE COMPANY. UNITED OF OMAHA LIFE INSURANCE COMPANY writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
DELTA DENTAL INSURANCE COMPANYDental8,902Jan 1, 2026$3,172,401$317,159
CONTINENTAL AMERICAN INSURANCE COMPANY—2,913Jan 1, 2026$937,027$306,539
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability4,663Jan 1, 2026$5,845,520$105,514
FIDELITY SECURITY LIFE INSURANCE COMPANYHealth1,889Jan 1, 2026$1,464,769$73,238
KAISER FOUNDATION HEALTH PLAN, INC.Health204Jan 1, 2026$1,948,569$49,359
AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUSVision3,775Jan 1, 2026$416,834$41,684
CRUM & FORESTER—1,889Jan 1, 2026$29,576$1,479
KAISER FOUNDATION HEALTH PLAN OF WASHINGTONHealth4Jan 1, 2026$53,679$1,281
KAISER FOUNDATION HEALTH PLAN OF COLORADOHealth73Jan 1, 2026$652,300$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
AVEANNA HEALTHCARE, LLC
EIN 37-1864863

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

Subscribers see how this compares with similar plans in Georgia. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

Renewal calendar

1,626 other employer plans in Georgia are January 1 renewals (policy year ends December).

Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

More employer plans in Georgia — largest plans, brokers, carriers and renewal months.