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 |
|---|---|---|---|
| STEVE CUADRA EIN 13-1919703 | Employee (plan) Service code 30 | — | $154K |
| DANIEL KNIGHTS EIN 13-1919703 | Employee (plan) Service code 30 | — | $153K |
| MANUEL FERRER EIN 13-1919703 | Employee (plan) Service code 30 | — | $150K |
| JAMES COFFEY EIN 13-1919703 | Employee (plan) Service code 30 | — | $138K |
| THOMAS GOODWIN EIN 13-1919703 | Employee (plan) Service code 30 | — | $102K |
| PAUL HOPKINS EIN 13-1919703 | Employee (plan) Service code 30 | — | $90K |
| CECILE CALDERISE EIN 13-1919703 | Employee (plan) Service code 30 | — | $73K |
| KATHLEEN HERTEL EIN 13-1919703 | Employee (plan) Service code 30 | — | $49K |
| KEVIN J. DRISCOLL EIN 13-1919703 | Employee (plan) Service code 30 | — | $44K |
| WILLIAM J. TURNBULL EIN 13-1919703 | Employee (plan) Service code 30 | — | $28K |
| LAPADULA CARLSON & CO, CPA EIN 65-0292391 | Accounting (including auditing) Service code 10 | — | $15K |
| SEGAL ADVISORS DBA SEGAL MARCO ADV EIN 13-2466110 | Investment management fees paid directly by plan; Investment advisory (plan); Consulting fees Service code 27 | — | $10K |
| VITECH SYSTEMS GROUP EIN 13-3785492 | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
| CHUBB & SON EIN 13-1963496 | Insurance services; Insurance brokerage commissions and fees Service code 23 | — | $7K |
| COLLERAN, OHARA & MILLS EIN 13-2940050 | Legal Service code 29 | — | $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 | 2,574 | 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. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,574 | 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.