No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DIMEO SCHNEIDER AND ASSOCIATES, LLC NONE | Consulting (general); Investment advisory (plan); Investment management fees paid directly by plan Service code 16 | 500 WEST MADISON STREET SUITE 1700 CHICAGO, IL 60661 | $62K |
| B-SWIFT NONE | Recordkeeping fees; Direct payment from the plan Service code 50 | 10 SOUTH RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | $43K |
| MILLIMAN NONE | Actuarial; Direct payment from the plan Service code 11 | 1 PENNSYLVANIA PLAZA, 38TH FLOOR NEW YORK, NY 10119 | $35K |
| GRANT THORNTON LLP EIN 36-6055558 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 897 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 703 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,600 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.