Fundz
Fundz
Benefits Intelligence/Broker Directory/Georgia

Sante Concepts Inc

Dallas, GA

Sante Concepts Inc of Dallas, GA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $190 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$190
plan year 2025

Quick answer

Sante Concepts Inc (Dallas, GA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sante Concepts Inc have?
Sante Concepts Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Sante Concepts Inc's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Defender Services, Inc. (226 participants) and Atlanta Heart Associates (140 participants).
How much does Sante Concepts Inc earn in commissions?
Insurers reported $190 in broker commissions paid to Sante Concepts Inc for plan year 2025, per Schedule A Part 1.
Where is Sante Concepts Inc located?
Sante Concepts Inc is based in Dallas, GA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sante Concepts Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Defender Services, Inc.SC2262025-12-31
Atlanta Heart AssociatesGA1402025-09-30

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Georgia

All brokers in Georgia →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.