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 |
|---|---|---|---|
| SEAFARERS VACATION PLAN EIN 13-5602047 | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $3.3M |
| SEAFARERS INTL UNION AGLIW EIN 11-1690171 | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $2.2M |
| OUT OF NETWORK SAVINGS PROGRAM EIN 35-2041388 | Other services; Direct payment from the plan Service code 49 | — | $1.1M |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $469K |
| DR. ERIC SCHAUB | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 1265 LOCHCARREN COURT COLUMBUS, OH 43235 | $295K |
| OPTUM RX, INC. EIN 33-0441200 | Direct payment from the plan; Claims processing; Other fees; Float revenue Service code 12 | — | $214K |
| AMWINS RX | Direct payment from the plan; Other services Service code 49 | 866 NORTH MAIN STREET EXTENSION WALLINGFORD, CT 06492 | $208K |
| LUNDEBERG MD SEAMANSHIP SCHOOL, INC EIN 11-2206183 | Other services; Direct payment from the plan Service code 49 | — | $134K |
| BUCHBINDER TUNICK & CO LLP EIN 13-1578842 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $122K |
| PLEXIS HEALTHCARE SYSTEMS, INC EIN 93-1216851 | Other services; Direct payment from the plan Service code 49 | — | $111K |
| HEALTH PORTAL SOLUTIONS | Direct payment from the plan; Other services Service code 49 | 11550 WEST IH 10, SUITE 220 SAN ANTONIO, TX 78230 | $109K |
| BB&T BANK | Direct payment from the plan; Account maintenance fees; Other services Service code 49 | 200 WEST SECOND STREET WINSTON-SALEM, NC 28472 | $64K |
| BASIL CASTROVINCI ASSOCIATES INC EIN 13-2831500 | Direct payment from the plan; Actuarial Service code 11 | — | $60K |
| HUMANA EIN 61-0647538 | Other services; Direct payment from the plan Service code 49 | — | $53K |
| O'CONNOR'S COMMERCIAL CLEANING | Other services; Direct payment from the plan Service code 49 | 45433 DRAYDEN ROAD VALLEY LEE, MD 20692 | $44K |
| ZELIS HEALTHCARE EIN 58-2167964 | Other services; Direct payment from the plan Service code 49 | — | $29K |
| SEGAL GROUP INC | Other services; Accounting (including auditing) Service code 10 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $23K |
| COMCAST CORPORATION | Accounting (including auditing); Direct payment from the plan Service code 10 | 1701 JOHN F KENNEDY BLVD PHILADELPHIA, PA 19103 | $20K |
| MARTIN OPPENHIEMER | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 400 CLAFLIN AVE MAMARONECK, NY 10543 | $20K |
| COMERICA BANK EIN 42-1741646 | Float revenue; Other services; Direct payment from the plan; Shareholder servicing fees; Custodial (securities); Other investment fees and expenses Service code 19 | — | $15K |
| NGL GROUP LLC EIN 11-2334873 | Insurance services; Insurance brokerage commissions and fees Service code 23 | — | $13K |
| CAPITAL ONE | Account maintenance fees; Other services; Direct payment from the plan Service code 49 | 1680 CAPITAL ONE DRIVE MCLEAN, VA 22012 | $12K |
| MADORA JONES | Other services; Direct payment from the plan Service code 49 | 612 ARROW COURT LUSBY, MD 20657 | $10K |
| MICHAEL S. SZKOTNICKI | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | 36 SIR WALTER CORT HAMPSTEAD, NC 28443 | $9K |
| NC STATE UNIVERSITY EIN 05-6600075 | Direct payment from the plan; Other services Service code 49 | — | $6K |
| CHARTER COMMUNICATIONS INC | Other services; Direct payment from the plan Service code 49 | 400 ATLANTIC STREET STAMFORD, CT 06901 | $5K |
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 | 7,758 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,152 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,910 | 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.