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 |
|---|---|---|---|
| WEB-TPA EIN 75-2611444 NONE | Claims processing; Contract Administrator Service code 12 | — | $630K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $96K |
| VISION SERVICE PLAN EIN 75-2348381 NONE | Insurance services Service code 23 | — | $61K |
| WELLINGTON TRUST CO EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $47K |
| TOWERS WATSON EIN 53-0181291 NONE | Investment advisory (plan) Service code 27 | — | $46K |
| STATE STREET BANK & TRUST CO EIN 04-1867445 TRUSTEE | Custodial (securities) Service code 19 | — | $37K |
| BHMS EIN 75-2403190 NONE | Investment management fees paid directly by plan Service code 51 | — | $34K |
| MONTGOMERY COSCIA GREILICH LLP EIN 75-2919818 NONE | Accounting (including auditing) Service code 10 | — | $18K |
| WILKINS FINSTON FRIEDMAN LAW GROUP EIN 27-5546855 NONE | Legal Service code 29 | — | $14K |
| BLACKROCK EIN 94-6052285 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| WELLDYNERX NONE | Other insurance fees and expenses Service code 73 | P.O. BOX 90369 LAKELAND, FL 33804 | $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 | 4,920 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,759 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,679 | 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.