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 |
|---|---|---|---|
| COIA & LEPORE LTD EIN 05-0353671 NONE | Legal Service code 29 | — | $455K |
| DARREN CORRENTE NONE | Contract Administrator; Employee (plan) Service code 13 | 226 SOUTH MAIN STREET PROVIDENCE, RI 02903 | $66K |
| WARD FISHER & COMPANY LLP EIN 05-0234540 NONE | Accounting (including auditing) Service code 10 | — | $19K |
| ADMINISTRATION SERVICES INC EIN 05-0345198 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
| FREDERICK MCCLURE NONE | Legal Service code 29 | 97 HUMMOCK POND ROAD NANTUCKET, MA 02554 | $8K |
| SEGAL COMPANY EIN 13-1928058 NONE | Actuarial Service code 11 | — | $8K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $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 | 3,360 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 978 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 245 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 4,583 | 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.