form5500lookup

Form 5500 · Employee benefit plan · TIFTON, GA

HEALTH SYSTEMS MANAGEMENT INC. EMPLOYEE BENEFIT PLAN

HEALTH SYSTEMS MANAGEMENT INC. EMPLOYEE BENEFIT PLAN of TIFTON, GA insures vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is PARTNERS BENEFIT GROUP LLC. Coverage is written through STEALTH (SLIS) - OPTUM UNIMERICA and 1 other carrier. 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 58-1821191 · plan 501 · plan year 2025, filed Jul 13, 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

Self-funded as reported

The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.

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
638
Active at start of year
638
Active at end of year
610
Disclosed commissions
$151,341
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentaldeclared, not on Schedule A
Visioninsured — SUN LIFE ASSURANCE COMPANY OF CANADA495 of 638 participants (78%)
Lifeinsured — SUN LIFE ASSURANCE COMPANY OF CANADA610 of 638 participants (96%)
Disabilityinsured — SUN LIFE ASSURANCE COMPANY OF CANADA610 of 638 participants (96%)

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.

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 3 insured contracts covering vision, life, disability and stop-loss; the largest, with STEALTH (SLIS) - OPTUM UNIMERICA, covers 517 people.

The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $1,095,698 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.

Reported premium across the insured contracts is $1,895,884, with $151,341 in disclosed broker commissions — about 8% 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.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability610Jan 1, 2026$742,891$145,611
SUN LIFE ASSURANCE COMPANY OF CANADAVision495Jan 1, 2026$57,295$5,730
STEALTH (SLIS) - OPTUM UNIMERICAStop-loss517Jan 1, 2026$1,095,698$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
HEALTH SYSTEMS MANAGEMENT, INC
EIN 58-1821191
OPTUM RX INC
Claims processing · EIN 33-0441200
$2,378,128
paid directly by the plan
UMR, INC
Claims processing · EIN 39-1995276
$262,060
paid directly by the plan
PARTNER'S BENEFIT GROUP LLC
BROKER · EIN 20-8034806
$40,963
paid directly by the plan

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

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.