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 |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Claims processing; Non-monetary compensation; Contract Administrator; Float revenue; Participant communication; Named fiduciary; Other services; Direct payment from the plan Service code 12 | — | $1.7M |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $662K |
| PNC CAPITAL ADVISORS, LLC EIN 22-1146430 NONE | Investment advisory (plan); Investment management; Investment management fees paid directly by plan Service code 27 | — | $367K |
| ALIGHT HOLDING COMPANY, LLC EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $335K |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $278K |
| B BELL/P ROZELLE NFL PLAYER RET PL EIN 13-6043636 NONE | Other services; Direct payment from the plan Service code 49 | — | $200K |
| CONSOLIDATED GRAPHICS, INC. EIN 76-0190827 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $117K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $69K |
| MITCHELL & TITUS, LLP EIN 13-2781641 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| CAPFINANCIAL PARTNERS, LLC EIN 26-0058143 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $15K |
| CLOUDBERRY CREATIVE, INC. EIN 27-1271032 NONE | Participant communication; Direct payment from the plan; Consulting fees Service code 38 | — | $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 | 2,578 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,968 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,467 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,013 | 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.