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 |
|---|---|---|---|
| AMO MASTER OPERATING TRUST EIN 20-0406498 RELATED ORGANIZATION | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing Service code 12 | — | $1.2M |
| WITHUMSMITH+BROWN, P.C. EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $118K |
| AMERICAN MARITIME OFFICERS RELATED ORGANIZATION | Participant communication; Direct payment from the plan Service code 38 | PO BOX 66 DANIA BEACH, FL 33004 | $32K |
| MERRILL LYNCH, PIERCE, FENNER EIN 13-5674085 NONE | Investment management; Investment management fees paid directly by plan; Securities brokerage; Custodial (securities); Investment advisory (plan) Service code 19 | — | $19K |
| OKSANA KOCHERGINA NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 1935 83RD STR APT A2 BROOKLYN, NY 11214 | $8K |
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 | 2,750 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,750 | 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.