Teresa Andress signed Willson Jones Carter & Baxley, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willson Jones Carter & Baxley, P.A.'s EIN is 75-3048189.
Download the official 2024 Form 5500 (PDF) for Willson Jones Carter & Baxley, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willson Jones Carter & Baxley, P.A.'s plan includes health coverage, life insurance, vision coverage, long-term disability.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AP BENEFITS ADVISORS, LLC | 30-0837157 | — | BROKER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHGRAM, INC. | 56-1449504 | — | TPA FEES | $72K | — |
| CIGNA CORPRATION | 59-1031071 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| TPA |
| $26K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH RX | 81-1489804 | — | RX VENDOR | $17K | — |
