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 |
|---|---|---|---|
| ALICARE INC EIN 13-3432221 PARTY IN INTEREST | Contract Administrator; Direct payment from the plan Service code 13 | — | $360K |
| SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial; Investment advisory (plan); Investment management fees paid directly by plan Service code 11 | — | $127K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| SUFFLOK CAPITAL MANAGEMENT, LLC EIN 03-0374453 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| SCHULTE, ROTH AND ZABEL EIN 13-2633996 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| INVESCO EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| HAMILTON LANE ADVISORS, LLC | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $9K |
| SS & C TECHNOLOGIES | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses Service code 15 | — | $4K |
| HAMILTON LANE EIN 23-2962336 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| SS & C TECHNOLOGIES INC EIN 06-1169696 NONE | Other investment fees and expenses; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $0 |
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 | 0 | 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) | 0 | 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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.