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Form 5500 · Employee benefit plan · ATLANTA, GA

SIGNATUREFD, LLC

The filing calls this plan SIGNATUREFD, LLC BENEFITS WELFARE PLAN.

SIGNATUREFD, LLC of ATLANTA, GA is a 120-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PATRIOT GROWTH INSURANCE SERVICE. Coverage is written through HCC LIFE INSURANCE COMPANY and 2 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 58-2323085 · plan 501 · plan year 2025, filed Jul 14, 2026

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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
120
Active at start of year
120
Active at end of year
132
Disclosed commissions
$32,915
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA132 of 120 participants
Dentalinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA132 of 120 participants
Visioninsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA132 of 120 participants
Lifeinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA132 of 120 participants on the largest contract
Disabilityinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA132 of 120 participants

Also declared: prepaid legal, 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 3 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with HCC LIFE INSURANCE COMPANY, covers 123 people.

The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.

Reported premium across the insured contracts is $698,256, with $32,915 in disclosed broker commissions — about 4.7% 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.

PATRIOT GROWTH INSURANCE SERVICE is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAHealth, Dental, Vision, Life, Disability132Jan 1, 2026$228,675$31,606
TRANSAMERICA LIFE INSURANCE COMPANYLife20Jan 1, 2026$32,721$1,309
HCC LIFE INSURANCE COMPANYStop-loss123Jan 1, 2026$436,860$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
SIGNATUREFD, LLC
EIN 58-2323085

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

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