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 |
|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADM. EIN 13-3432221 PARTY IN INTEREST | Contract Administrator; Direct payment from the plan Service code 13 | — | $957K |
| SEGAL CONSULTING EIN 13-1835864 NONE | Actuarial; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan) Service code 11 | — | $116K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $78K |
| SCHULTE, ROTH AND ZABEL EIN 13-2633996 NONE | Legal; Direct payment from the plan Service code 29 | — | $69K |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $46K |
| ALIGRAPHICS, A DIVISION OF AEBA EIN 13-3432221 PARTY-IN-INTEREST | Direct payment from the plan; Copying and duplicating Service code 36 | — | $36K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| INVESCO EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $25K |
| ALLIANT INSURANCE SERVICES, INC. | Insurance services; Insurance brokerage commissions and fees Service code 23 | — | $18K |
| SS & C TECHNOLOGIES | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses Service code 15 | — | $16K |
| KOSKIE MINSKY LLP NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $5K |
| ALLLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance brokerage commissions and fees; Insurance services Service code 23 | — | $0 |
| SS & C TECHNOLOGIES INC EIN 06-1169696 NONE | Investment management fees paid indirectly by plan; 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 | 21,821 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11,030 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 32,851 | 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.