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 |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 23-7391136 NONE | Float revenue; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $408K |
| GORLICK KRAVITZ & LISTHAUS PC EIN 13-3790829 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $390K |
| FITZSIMMONS ABRAMS, LLP EIN 13-2858927 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $259K |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC EIN 52-1796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $207K |
| CHRISTINA MADERICH EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $203K |
| ALEXA ARTALE EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $153K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $136K |
| JESSICA SCHIPPELL EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| ANGELICA M YAGUAL EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $96K |
| XIAO MEI QU EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $65K |
| MELODY COVATI EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| MELANIE WEISS EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| ATALANTA SOSNOFF CAPITAL LLC EIN 20-0461050 INVESTMENT MANAGER | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $50K |
| FELICIA JONES EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| CIGNA EIN 59-1031071 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $41K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $36K |
| LUCAS GUNKEL EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| FENIMORE ASSET MANAGEMENT, INC. EIN 14-1564237 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $29K |
| JEANNINE SKOKOS EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| EAGLE ASSET MANAGEMENT EIN 59-2385219 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $17K |
| REYNOLDS CONSULTING SERVICES LLC EIN 20-1899564 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $16K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Other investment fees and expenses; Investment management fees paid indirectly by plan; Investment management; Custodial (securities); Investment management fees paid directly by plan 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 | 763 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 671 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,434 | 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. Exposed to catastrophic claims. Stop-loss sales target.