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 |
|---|---|---|---|
| GREGORY PULIS EIN 11-2892696 | Employee (plan) Service code 30 | — | $149K |
| HAYDEE MEDINA EIN 11-2892696 | Employee (plan) Service code 30 | — | $148K |
| JOHN ROMANO EIN 11-2892696 | Employee (plan) Service code 30 | — | $147K |
| STEVE CUADRA EIN 11-2892696 | Employee (plan) Service code 30 | — | $86K |
| MARGARITA VELEZ EIN 11-2892696 | Employee (plan) Service code 30 | — | $84K |
| WILLIAM J. TURNBULL EIN 11-2892696 | Employee (plan) Service code 30 | — | $46K |
| LAPADULA, CARLSON & CO, CPA EIN 65-0292391 | Accounting (including auditing) Service code 10 | — | $18K |
| POTOMAC LAW GROUP, PLLC EIN 45-0607242 | Consulting (general); Direct payment from the plan Service code 16 | — | $13K |
| VITECH SYSTEMS GROUP EIN 13-3785492 | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
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 | 3,215 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,215 | 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.