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 |
|---|---|---|---|
| OLGA COGNETTA EIN 13-1973409 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| ARETHIA BAZEMORE EIN 13-1973409 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| ANNEMARIE SCALISE EIN 13-1973409 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| MANNING AND NAPIER ADVISORS, LLC EIN 45-3328488 INV'T MNG'R-RELATED ORG'N | Investment management fees paid directly by plan; Distribution (12b-1) fees Service code 51 | — | $72K |
| BUCHBINDER TUNICK & COMPANY LLP EIN 13-1578842 AUDITOR-REL'D ORGANIZATIO | Accounting (including auditing) Service code 10 | — | $56K |
| VILMA REINHARDT EIN 13-1973409 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| O'CONNOR & MANGAN, P.C. EIN 11-2558033 COUNSEL-REL'D ORG'N | Legal Service code 29 | — | $50K |
| DANIELLE COGNETTA EIN 13-1973409 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| MILLIMAN, INC. EIN 91-0675641 CONSULTANT-REL'D ORG'N | Actuarial Service code 11 | — | $30K |
| WELLS FARGO ADVISORS EIN 48-1305000 NONE | Investment management fees paid directly by plan Service code 51 | — | $22K |
| MICHAEL A. JACOBSON EIN 11-2516673 ACCOUNTANT-REL'D ORG'N | Accounting (including auditing) Service code 10 | — | $16K |
| FEVUS LANDMAN MD EIN 11-3305286 NONE | Consulting (general) Service code 16 | — | $9K |
| MERRILL LYNCH EIN 13-5674085 CUSTODIAN-REL'D ORG'N | Custodial (securities) Service code 19 | — | $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 | 1,315 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,315 | 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.