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 |
|---|---|---|---|
| NORTH ATLANTIC STATES CARP PENSION EIN 04-2305512 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.2M |
| LOOMIS SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $444K |
| IFM INVESTORS PTY LTD. NONE | Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management; Investment management fees paid indirectly by plan Service code 28 | 114 WEST 47TH STREET, 19TH FLOOR NEW YORK, NY 10036 | $442K |
| MEKETA INVESTMENT GROUP, INC. EIN 42-2659023 NONE | Investment advisory (plan) Service code 27 | — | $259K |
| BNY MELLON INVESTMENT ADVISOR, INC. EIN 13-5673135 NONE | Investment management fees paid directly by plan Service code 51 | — | $251K |
| BANK OF AMERICA MERRILL LYNCH EIN 94-1687665 NONE | Contract Administrator Service code 13 | — | $230K |
| INVESCO ADVISERS, INC EIN 58-1707262 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | 1331 SPRING STREET NW, SUITE 2500 ATLANTA, GA 30309 | $216K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 515 FLOWER STREET 49TH FLOOR LOS ANGELES, CA 90071 | $151K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (discretionary); Investment management Service code 21 | — | $104K |
| LOOMIS SAYLES TRUST COMPANY, LP EIN 20-8080381 NONE | Investment management fees paid directly by plan Service code 51 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $93K |
| KRAKOW, SOURIS & LANDRY, LLC EIN 04-3363718 NONE | Legal Service code 29 | — | $88K |
| BEERS, HAMERMAN, COHEN & BURGER P.C EIN 47-2517893 NONE | Accounting (including auditing) Service code 10 | — | $75K |
| J.P. MORGAN INVESTMENT MANAGEMENT I EIN 13-3200244 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $71K |
| EMPOWER ANNUITY INSURANCE COMPANY O EIN 36-4115383 RECORD KEEPER | Recordkeeping fees Service code 64 | 8515 EAST ORCHARD ROAD GREENWOOD VILLAGE, CO 80111 | $55K |
| PERFECT PRINTING SOLUTIONS, INC. EIN 47-4140223 NONE | Copying and duplicating Service code 36 | — | $55K |
| RYAN HENRY, ESQ, TRUSTEE EIN 06-0632904 NONE | Legal Service code 29 | 51 MAIN STREET NEW MILFORD, CT 06776 | $36K |
| THE UNION LABOR LIFE INSURANCE COMP EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 8403 COLESVILLE ROAD, 13TH FLOOR SILVER SPRING, MD 20910 | $31K |
| SEGAL CONSULTING NONE | Consulting (pension) Service code 17 | PO BOX 4058 CHURCH STREET STATION NEW YORK, NY 10261 | $28K |
| CHEVY CHASE TRUST EIN 52-2037618 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Trustee (individual) Service code 20 | — | $26K |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $26K |
| SEGAL SELECT INSURANCE SERVICES | Insurance agents and brokers; Consulting (pension); Insurance brokerage commissions and fees Service code 17 | — | $22K |
| COMPUMAIL CORP EIN 20-3101934 NONE | Other services Service code 49 | — | $17K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Investment management fees paid directly by plan Service code 51 | — | $11K |
| REID & RIEGE, P.C. EIN 06-0867204 NONE | Legal Service code 29 | — | $7K |
| BRIGADE CAPITAL MANAGEMENT, LP EIN 20-4895879 INVESTMENT MANAGER | Investment management; Investment management fees paid indirectly by plan Service code 28 | 399 PARK AVENUE, 16TH FLOOR NEW YORK, NY 10022 | $0 |
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 | 10,262 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 506 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 16,081 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 312 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 27,161 | 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.