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 | — | $1.8M |
| LOOMIS SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan Service code 51 | — | $609K |
| LOOMIS SAYLES TRUST COMPANY, LP EIN 20-8080381 NONE | Investment management fees paid directly by plan Service code 51 | — | $305K |
| BANK OF AMERICA MERRILL LYNCH EIN 94-1687665 NONE | Contract Administrator Service code 13 | — | $255K |
| INVESCO ADVISERS, INC EIN 58-1707262 INVESTMENT PROVIDER | Investment management fees paid directly by plan Service code 51 | 1555 PEACHTREE STREET ATLANTA, GA 30309 | $242K |
| MEKETA INVESTMENT GROUP, INC. EIN 42-2659023 NONE | Investment advisory (plan) Service code 27 | — | $195K |
| 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 | $190K |
| PERFECT PRINTING SOLUTIONS, INC. EIN 47-4140223 NONE | Copying and duplicating Service code 36 | — | $138K |
| PALO INFORMATICS LLC EIN 46-2647728 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $137K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (discretionary) Service code 21 | — | $125K |
| EMPLOYEE #11 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $118K |
| REID & RIEGE, P.C. EIN 06-0867204 NONE | Legal Service code 29 | — | $115K |
| J.P. MORGAN INVESTMENT MANAGEMENT I EIN 13-3200244 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $84K |
| EMPLOYEE #4 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $70K |
| BEERS, HAMERMAN, COHEN & BURGER P.C EIN 47-2517893 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $69K |
| EMPLOYEE #9 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $62K |
| SHENKMAN CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan Service code 51 | 461 FIFTH AVENUE 22ND FLOOR NEW YORK, NY 10017 | $58K |
| EMPLOYEE #16 EMPLOYEE | Employee (plan) Service code 30 | 270 MOTOR PKWY B HAUPPAUGE, NY 11788 | $55K |
| MASSACHUSETTS MUTUAL LIFE INSURANCE EIN 04-1590850 SERVICE PROVIDER | Recordkeeping fees Service code 64 | — | $55K |
| EMPLOYEE #18 EMPLOYEE | Employee (plan) Service code 30 | 270 MOTOR PKWY B HAUPPAUGE, NY 11788 | $48K |
| EMPLOYEE #15 EMPLOYEE | Employee (plan) Service code 30 | 270 MOTOR PKWY B HAUPPAUGE, NY 11788 | $43K |
| CHEVY CHASE TRUST COMPANY EIN 52-2037618 NONE | Investment management fees paid directly by plan Service code 51 | — | $40K |
| EMPLOYEE #7 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $37K |
| THE UNION LABOR LIFE INSURANCE COMP EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| EMPLOYEE #6 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $33K |
| EMPLOYEE #2 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $24K |
| SEGAL SELECT INSURANCE SERVICES | Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting (pension) Service code 17 | — | $23K |
| EMPLOYEE #8 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $23K |
| EMPLOYEE #14 EMPLOYEE | Employee (plan) Service code 30 | 350 FORDHAM ROAD WILMINGTON, MA 01887 | $19K |
| STATE STREET GLOBAL ADVISORS SENIOR EIN 81-4017137 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | — | $18K |
| SEGAL CONSULTING NONE | Actuarial Service code 11 | 116 HUNTINGTON AVE 8TH FLOOR BOSTON, MA 02116 | $15K |
| COMPUMAIL CORP EIN 20-3101934 NONE | Other services Service code 49 | — | $14K |
| EMPLOYEE #5 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $14K |
| NEW ENGLAND TECHNOLOGY CONSULTANTS EIN 04-3540215 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $12K |
| EMPOWER ANNUITY INSURANCE COMPANY O EIN 36-4115383 RECORD KEEPER | Recordkeeping fees Service code 64 | 8515 EAST ORCHARD ROAD GREENWOOD VILLAGE, CO 80111 | $11K |
| EMPLOYEE #1 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $10K |
| EMPLOYEE #3 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $10K |
| EMPLOYEE #10 EMPLOYEE | Employee (plan) Service code 30 | 10 BROADWAY HAMDEN, CT 065182614 | $9K |
| EMPLOYEE #17 EMPLOYEE | Employee (plan) Service code 30 | 270 MOTOR PKWY B HAUPPAUGE, NY 11788 | $7K |
| EMPLOYEE #12 EMPLOYEE | Employee (plan) Service code 30 | 14 CORPORATE CIR ALBANY, NY 12203 | $7K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
| EMPLOYEE #13 EMPLOYEE | Employee (plan) Service code 30 | 350 FORDHAM ROAD WILMINGTON, MA 01887 | $6K |
| 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 | 11,025 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 572 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 14,988 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 379 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 26,964 | 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.