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 |
|---|---|---|---|
| PACIFIC INCOME ADVISORS NONE | Investment management Service code 28 | 1299 OCEAN AVENUE 2ND FLOOR SANTA MONICA, CA 90401 | $29K |
| LEGG MASON GLOBAL ASSET MGMT NONE | Investment management Service code 28 | 100 INTERNATIONAL DRIVE BALTIMORE, MD 21202 | $29K |
| POPLAR FOREST CAPITAL LLC NONE | Investment management Service code 28 | 70 SOUTH LAKE AVENUE SUITE 930 PASADENA, CA 91101 | $27K |
| INVESCO INTERNATIONAL NONE | Investment management Service code 28 | 11 GREENWAY PLAZA SUITE 1000 HOUSTON, TX 77046 | $21K |
| GW&K INVESTMENT MANAGEMENT NONE | Investment management Service code 28 | 222 BERKELEY STREET 15TH FLOOR BOSTON, MA 02116 | $12K |
| UBS, INC. NONE | Investment management Service code 28 | 500 CAMPUS DRIVE FLORHAM PARK, NJ 07932 | $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 | 509 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 77 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 586 | 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.