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 | — | $1.0M |
| LOOMIS SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan Service code 51 | — | $607K |
| LOOMIS SAYLES TRUST COMPANY, LP EIN 20-8080381 NONE | Investment management fees paid directly by plan Service code 51 | — | $318K |
| BANK OF AMERICA MERRILL LYNCH EIN 94-1687665 NONE | Contract Administrator Service code 13 | — | $255K |
| MEKETA INVESTMENT GROUP, INC. EIN 42-2659023 NONE | Investment advisory (plan) Service code 27 | — | $172K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management; Trustee (discretionary) Service code 21 | — | $152K |
| PALO INFORMATICS LLC EIN 46-2647728 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $125K |
| REID & RIEGE, P.C. EIN 06-0867204 NONE | Legal Service code 29 | — | $116K |
| EMPLOYEE #8 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $104K |
| 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 | $102K |
| BEERS, HAMERMAN, COHEN & BURGER P.C EIN 47-2517893 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $76K |
| J.P. MORGAN INVESTMENT MANAGEMENT I EIN 13-3200244 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $69K |
| MASSACHUSETTS MUTUAL LIFE INSURANCE EIN 04-1590850 CONTRACT ADMINISTRATOR | Sub-transfer agency fees; Investment management fees paid indirectly by plan; Other investment fees and expenses; Recordkeeping fees; Float revenue Service code 52 | — | $65K |
| EMPLOYEE #5 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $63K |
| EMPLOYEE #13 EMPLOYEE | Employee (plan) Service code 30 | 14 JEFFERSON PARK ROAD WARWICK, RI 02888 | $60K |
| SHENKMAN CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan Service code 51 | 461 FIFTH AVENUE 22ND FLOOR NEW YORK, NY 10017 | $46K |
| CHEVY CHASE TRUST COMPANY EIN 52-2037618 NONE | Investment management fees paid directly by plan Service code 51 | — | $38K |
| THE UNION LABOR LIFE INSURANCE COMP EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $35K |
| EMPLOYEE #10 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $35K |
| RBC GLOBAL ASSET MANAGEMENT, INC. EIN 41-1460668 NONE | Investment management fees paid directly by plan Service code 51 | — | $28K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $24K |
| NORTHEAST CARPENTERS HEALTH FUND EIN 22-6032181 CONTRACT ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $24K |
| SEGAL SELECT INSURANCE SERVICES | Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting (pension) Service code 17 | — | $23K |
| EMPLOYEE #9 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $23K |
| EMPLOYEE #1 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $22K |
| EMPLOYEE #11 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $15K |
| PERFECT PRINTING SOLUTIONS, INC. EIN 47-4140223 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $15K |
| COMPUMAIL CORP EIN 20-3101934 NONE | Other services Service code 49 | — | $14K |
| EMPLOYEE #12 EMPLOYEE | Employee (plan) Service code 30 | 14 JEFFERSON PARK ROAD WARWICK, RI 02888 | $12K |
| EMPLOYEE #6 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $11K |
| EMPLOYEE #2 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $8K |
| EMPLOYEE #3 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $7K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $0 |
| BNY MELLON EIN 25-6078093 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| HARRIS EIN 52-2257782 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| VANGUARD EIN 23-1945930 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $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 | 10,777 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 534 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 15,927 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 535 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 27,773 | 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.