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 |
|---|---|---|---|
| MARY P. O'MALLEY EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $224K |
| JOHN A. RICE JR. EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $139K |
| RICHARD A. PETISCE EIN 04-6357603 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $132K |
| MICHAEL J. RILEY EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $116K |
| ROSEMARIE VESPA EIN 04-6357603 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| ROBERT M. CASSESSO JR. EIN 04-6357603 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| JENNIFER L. FEARNLEY EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $95K |
| MICHELLE ALPERS EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| KELLY M. WALSH EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| TAMMI L. CAMPBELL O'BRIEN EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| MONICA A. PROIA EIN 04-6357603 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| CMIT SOLUTIONS EIN 27-0903009 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $34K |
| LAW OFFICE OF PATRICK J. DEVINE EIN 02-0448499 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| JOHNSON SCLAFANI AND MORIARTY EIN 03-0497920 NONE | Legal; Direct payment from the plan Service code 29 | — | $29K |
| ROBERT M. FUSTER SR. ATTORNEY EIN 27-1784148 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| CROWE LLP EIN 35-0921680 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| DARREN F CORRENTE COUNSELOR AT LAW EIN 06-1484539 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| MEKETA INVESTMENT GROUP, INC. EIN 04-2659023 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $13K |
| LAW OFFICE OF DAVID A. LADIZKI PC EIN 04-2803435 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| LAW OFFICES OF JEAN L. WALSH EIN 47-2713980 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| GARRISON LAW OFFICE EIN 81-3122804 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| DONOVAN O'CONNOR AND DODIG LLP EIN 04-2198966 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| LAW OFFICES OF CHERIE L. MCKENNA EIN 81-4062935 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
| WOLFSON & BERNAZZANI PLLC NONE | Legal; Direct payment from the plan Service code 29 | 30 TEMPLE ST NASHUA, NH 03060 | $6K |
| NEIL A. SMITH ATTORNEY AT LAW NONE | Legal; Direct payment from the plan Service code 29 | 193 MAIN ST ATHOL, MA 01331 | $6K |
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 | 12,500 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 12,500 | 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."
No prospect flags tripped on this filing.