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 |
|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT INC EIN 13-3806691 INVESTMENT MGMT AND ADVI | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Investment advisory (plan) Service code 27 | — | $83K |
| ANTHEM HEALTH PLANS OF VIRGINIA INC EIN 54-0357120 THIRD-PARTY ADMIN | Claims processing; Other services; Float revenue; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $79K |
| KPMG LLP EIN 13-5565207 PLAN AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $77K |
| EXPRESS SCRIPTS, INC. EIN 43-1420536 EGWP ADMIN & PHAR BEN MG | Direct payment from the plan; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services; Participant communication Service code 12 | — | $71K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 PLAN TRUSTEE | Direct payment from the plan; Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Other fees; Other investment fees and expenses; Investment management fees paid directly by plan; Float revenue; Account maintenance fees; Investment management; Trustee (directed) Service code 21 | — | $36K |
| GENERAL DYNAMICS INF TECHNOLOGY INC EIN 54-1194322 OBIEE (COST ALLOCATION) | Other fees; Other services; Direct payment from the plan Service code 49 | — | $17K |
| AON CONSULTING, INC. EIN 22-2232264 FORM 5500 PREP & ACTUARI | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $11K |
| CROWE LLP EIN 35-0921680 FINANCIAL STATEMENT PREP | Accounting (including auditing); Direct payment from the plan; Consulting (general) Service code 10 | — | $9K |
| EY EIN 34-6565596 TAX FORM PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 273 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 273 | 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.