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 |
|---|---|---|---|
| MAGNACARE EIN 11-3410766 NONE | Claims processing Service code 12 | — | $710K |
| BUCHBINDER TUNICK & CO. LLP EIN 13-1578842 SVCS FOR REL EBP & UNION | Accounting (including auditing) Service code 10 | — | $87K |
| DAISY TRAN EIN 13-1805529 EMPLOYEE & SERV REL ORG | Employee (plan) Service code 30 | — | $72K |
| HIGHLAND CAPITAL MANAGEMENT EIN 27-5440911 PERFORMED SVS FOR RELATED | Investment management fees paid directly by plan Service code 51 | — | $63K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general) Service code 16 | — | $50K |
| D.D. SERVICES INC. EIN 11-2705347 NONE | Claims processing Service code 12 | — | $42K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 SVCS FOR REL EBP & UNION | Legal Service code 29 | — | $39K |
| MARIA PACHECO EIN 13-1805529 EMPLOYEE & SERV REL ORG | Employee (plan) Service code 30 | — | $35K |
| JULIO TIRADO EIN 13-6737136 EMPLOYEE OF WHOLLY OWNED | Employee (plan) Service code 30 | — | $31K |
| BANK OF AMERICA NA EIN 94-1687665 PERFORMED SVS FOR RELATED | Custodial (securities) Service code 19 | — | $11K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 SVCS FOR REL EBP & UNION | Consulting (general) Service code 16 | — | $6K |
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 | 2,411 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,413 | 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.