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 |
|---|---|---|---|
| TRINITY ASSET MANAGEMENT, LLP NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $254K |
| CAMBRIDGE ASSOCIATES, LLC EIN 04-3515240 NONE | Investment advisory (plan); Named fiduciary; Direct payment from the plan Service code 27 | — | $191K |
| PIMCO EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $147K |
| SNYDER CAPITAL MANAGEMENT, LP EIN 04-3370184 NONE | Soft dollars commissions; Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 28 | — | $98K |
| PNC BANK EIN 25-1211909 NONE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $74K |
| ARIEL INVESTMENTS, LLC EIN 02-0712418 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $56K |
| JACKSON SQUARE PARTNERS, LLC EIN 80-0945254 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| HS MANAGEMENT PARTNERS, LLC EIN 26-0335469 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $31K |
| SCHROEDER INVESTMENT MANAGEMENT EIN 13-4064414 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $30K |
| ERNST & YOUNG, LLP EIN 34-6565596 NONE | Accounting (including auditing) Service code 10 | — | $21K |
| COVINGTON & BURLING, LLP EIN 53-0188411 NONE | Legal Service code 29 | — | $14K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Direct payment from the plan; Named fiduciary; Investment advisory (plan) Service code 27 | — | $13K |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Consulting (general); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $11K |
| DELOITTE TAX, LLP EIN 86-1065772 NONE | Accounting (including auditing) Service code 10 | — | $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 | 1,600 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 1,670 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 3,276 | 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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.