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 |
|---|---|---|---|
| AETNA LIFE INSURANCE CO. EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $642K |
| UNITED TEAMSTER FUND EIN 13-5549593 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $410K |
| DJ O'GRADY CONSULTANT NONE | Other services; Other fees Service code 49 | 3219 E TREMONT AVENUE BRONX, NY 10461 | $112K |
| HEALTH MANAGEMENT CONCEPTS, INC. NONE | Contract Administrator; Direct payment from the plan Service code 13 | 140 INTRACOASTAL POINTE DR JUPITER, FL 33477 | $101K |
| CARY KANE, LLP EIN 20-1942442 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $70K |
| HEALTHPLEX, INC. EIN 11-2714365 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $64K |
| SSP A DIVISION OF CALIBRE CPA GROUP EIN 47-0900880 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $52K |
| EAGLE CAPITAL MANAGEMENT EIN 22-3361201 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $30K |
| FIRST ACTUARIAL CONSULTING, INC. EIN 26-3842522 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $24K |
| EATON VANCE MANAGEMENT EIN 04-3101341 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| OPTUM RX EIN 33-0441200 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $13K |
| UBS EIN 13-2638166 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $13K |
| FOX ASSETS MANAGEMENT EIN 22-3828813 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| MCSWEENEY CONSULTING SERVICE NONE | Direct payment from the plan; Consulting (general) Service code 16 | 106 MEETINGHOUSE POND WAYNE, PA 19087 | $10K |
| WELLS FARGO BANK EIN 41-6257133 NONE | Direct payment from the plan; Custodial (securities); Shareholder servicing fees Service code 19 | — | $7K |
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 | 1,348 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,357 | 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.