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 |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC EIN 23-7391136 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $593K |
| GORLICK KRAVITZ & LISTHAUS PC EIN 13-3790829 NONE | Legal; Direct payment from the plan Service code 29 | — | $460K |
| MARGARET BOWEN EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $271K |
| FITZSIMMONS ABRAMS, LLP EIN 13-2858927 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $202K |
| ABBY KAPLAN EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $181K |
| BASYS LLC EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $171K |
| ALEXA ANGELONE EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $106K |
| HORIZON ACTUARIAL CONSULTING EIN 26-1370698 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $105K |
| JESSICA SCHIPPELL EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $104K |
| GIOVANNA BELLANTUONO EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| XIAO MEI QU EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| ANGELICA M YAGUAL EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| FELICIA JONES EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $70K |
| ATALANTA SOSNOFF CAPITAL EIN 20-0461050 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $59K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| MELODY COVATI EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| CIGNA EIN 59-1031071 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $48K |
| TRI-STATE ADMINISTRATORS INC EIN 23-2148008 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $38K |
| INVESCO EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| CLAIMINFORMATICS EIN 88-4279523 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $27K |
| PART D ADVISORS INC NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 17199 N LAUREL PARK DR LIVONIA, MI 48152 | $24K |
| FENIMORE ASSET MANAGEMENT, INC. EIN 14-1564237 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $21K |
| REYNOLDS CONSULTING SERVICES LLC EIN 20-1899564 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $15K |
| EAGLE ASSET MANAGEMENT EIN 59-2385219 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $11K |
| CARE PLUS SOLUTIONS EIN 13-3708091 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $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 | 997 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 710 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,707 | 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.