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; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $2.2M |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 | Claims processing; Contract Administrator; Named fiduciary; Participant communication; Float revenue; Other services; Non-monetary compensation; Direct payment from the plan Service code 12 | — | $2.1M |
| OUT OF NETWORK SAVINGS PROGRAM EIN 35-2041388 | Other services; Direct payment from the plan Service code 49 | — | $754K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $636K |
| DR. ERIC SCHAUB | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 1265 LOCHCARREN COURT COLUMBUS, OH 43235 | $295K |
| AMWINS RX | Direct payment from the plan; Other services Service code 49 | 866 NORTH MAIN STREET EXTENSION WALLINGFORD, CT 06492 | $220K |
| LUNDEBERG MD SEAMANSHIP SCHOOL, INC EIN 11-2206183 | Direct payment from the plan; Other services Service code 49 | — | $134K |
| BUCHBINDER TUNICK & CO LLP EIN 13-1578842 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $124K |
| ZELIS HEALTHCARE EIN 58-2167964 | Other services; Direct payment from the plan Service code 49 | — | $120K |
| PLEXIS HEALTHCARE SYSTEMS, INC EIN 93-1216851 | Direct payment from the plan; Other services Service code 49 | — | $112K |
| JOHN M. GALLAGHER EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $102K |
| HEALTH PORTAL SOLUTIONS | Other services; Direct payment from the plan Service code 49 | 11550 WEST IH 10, SUITE 220 SAN ANTONIO, TX 78230 | $100K |
| NATALIE C. WOODBURN EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| SANDRA L. GUY EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| LISA R. WILLIAMS EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| BASIL CASTROVINCI ASSOCIATES INC EIN 13-2831500 | Actuarial; Direct payment from the plan Service code 11 | — | $75K |
| ANN M. MCNEAL EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $67K |
| KERRIE E. THOMPSON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| FRANCISCO TORRES EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| JOHN G. WHITT EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| BB&T BANK | Other services; Direct payment from the plan; Account maintenance fees Service code 49 | 200 WEST SECOND STREET WINSTON-SALEM, NC 28472 | $58K |
| LINDA D. THOMPSON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| MINETTE S. CLARKE EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| TUSHIMA N. CLAYTON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| REBECCA D. HOWE EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| AGNES D. WOODLAND EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| PAMELA J. EVANS EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| SHARON A. THOMPSON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| PAQUITA L. BROOKS EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| DARLEEN L. ALLEN EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| GERRY G. BOONE EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| MARY L. RUSSELL EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| KIMBERLY A. GREENWELL EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| CORY J. MULLIGAN EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| JAMIE L. SHORBACK EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| MARY G. PETERSON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| OPTUM RX, INC. EIN 33-0441200 | Other fees; Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $40K |
| MARY B. BROWNE EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| SHELBY F. MONTGOMERY EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| JENELL E. GANDY EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| SARAH E. THOMPSON EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| HUMANA EIN 61-0647538 | Direct payment from the plan; Other services Service code 49 | — | $37K |
| CAROL A. STROHMEYER EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| DONALD E. RANKIN EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| SHARON V. HAIRSTON-MORGAN EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| KIA L. GILLIARD WILLIAMS EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| AUBREY E. BRIGGS EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| ERICA B. CLARK EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| SHAWN S. WERFEL EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
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 | 7,286 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,421 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,707 | 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.