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 |
|---|---|---|---|
| JOINT INDUSTRY BOARD EIN 33-0785439 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $70K |
| SOVOS COMPLIANCE LLC EIN 46-1379693 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $24K |
| ALLIANT INSURANCE EIN 33-0785439 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $10K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $10K |
| DEUTSCHE BANK EIN 13-6065488 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $7K |
| INSIGHT NORTH AMERICA LLC EIN 82-0983489 NONE | Direct payment from the plan; Investment management Service code 28 | — | $7K |
| STATE STREET BANK & TRUST CO EIN 04-1867445 NONE | Investment management; Other fees; Direct payment from the plan Service code 28 | — | $871 |
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 | 11,371 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,731 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,102 | 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.