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 |
|---|---|---|---|
| MAGNACARE EIN 11-3038233 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $740K |
| CHERION, INC. EIN 13-4215617 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $53K |
| ALICARE EIN 13-3432221 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $50K |
| CARY KANE EIN 13-3432221 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $19K |
| GLANSTEIN LLP EIN 27-4387560 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| UBS FINANCIAL SERVICES, INC. EIN 13-2638166 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $6K |
| WELLS FARGO EIN 94-1347393 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $5K |
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 | 170 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 170 | 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.