Form 5500 · Employee benefit plan · DULUTH, GA
SOUTHEAST MORTGAGE OF GEORGIA, INC.
The filing calls this plan SOUTHEAST MORTGAGE OF GEORGIA, INC. EMPLOYEE BENEFITS PLAN.
SOUTHEAST MORTGAGE OF GEORGIA, INC. of DULUTH, GA is a 104-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is LANDMARK INS LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-2059073 · plan 520 · plan year 2025, filed May 18, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
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.
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, life and disability; the largest, with PRINCIPAL LIFE INSURANCE COMPANY, covers 59 people.
The filing declares health, life, disability, dental and vision. Dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $160,611, with $27,082 in disclosed broker commissions — about 17% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
LANDMARK INS LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 59 | Sep 1, 2025 | $82,697 | $12,399 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 34 | Sep 1, 2025 | $53,474 | $12,013 |
| AFLAC | Health | 14 | Sep 1, 2025 | $24,440 | $2,670 |
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. We publish company names only.
Other plans filed by this employer
How this plan compares
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