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 INTL UNION AGLIW EIN 11-1690171 | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $4.0M |
| SEAFARERS VACATION PLAN EIN 13-5602047 | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan Service code 15 | — | $3.5M |
| CIGNA CHLIC EIN 13-2556568 | Direct payment from the plan; Named fiduciary; Claims processing; Participant communication; Contract Administrator; Other services Service code 12 | — | $1.9M |
| CIGNA OUT OF NETWORK SAVINGS PROG. EIN 35-2041388 | Direct payment from the plan; Other services Service code 49 | — | $816K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 | Investment management fees paid directly by plan; Investment management; Other investment fees and expenses; Direct payment from the plan Service code 28 | — | $799K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 | Contract Administrator; Non-monetary compensation; Participant communication; Float revenue; Claims processing; Named fiduciary; Direct payment from the plan; Other services Service code 12 | — | $326K |
| DR. ERIC SCHAUB | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 1265 LOCHCARREN COURT COLUMBUS, OH 43235 | $316K |
| AMWINS RX | Claims processing; Direct payment from the plan Service code 12 | 866 NORTH MAIN STREET EXTENSION WALLINGFORD, CT 06492 | $218K |
| BUCHBINDER TUNICK & CO LLP EIN 13-1578842 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $135K |
| PLEXIS HEALTHCARE SYSTEMS, INC EIN 93-1216851 | Direct payment from the plan; Other services Service code 49 | — | $123K |
| ZELIS HEALTHCARE EIN 58-2167964 | Direct payment from the plan; Claims processing Service code 12 | — | $113K |
| HEALTH PORTAL SOLUTIONS | Direct payment from the plan; Other services Service code 49 | 11550 WEST IH 10, SUITE 220 SAN ANTONIO, TX 78230 | $110K |
| CIGNA DENTAL HEALTH INC EIN 59-2308055 | Participant communication; Contract Administrator; Other services; Named fiduciary; Direct payment from the plan; Claims processing Service code 12 | — | $108K |
| NATALIE C. WOODBURN EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| JOHN M. GALLAGHER EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| SANDRA L. GUY EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| BB&T BANK | Direct payment from the plan; Account maintenance fees Service code 50 | 200 WEST SECOND STREET WINSTON-SALEM, NC 28472 | $92K |
| OPTUM RX, INC. EIN 33-0441200 | Float revenue; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $87K |
| LISA R. WILLIAMS EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| DEBORAH K. KARR EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| KERRIE E. THOMPSON EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| FRANCISCO TORRES EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| LINDA D. THOMPSON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| BASIL CASTROVINCI ASSOCIATES INC EIN 13-2831500 | Direct payment from the plan; Actuarial Service code 11 | — | $66K |
| JOHN G. WHITT EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| ANN M. MCNEAL EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| MINETTE S. CLARKE EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| TUSHIMA N. FRENZEN EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| REBECCA D. HOWE EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| AGNES D. WOODLAND EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| PAQUITA L. BROOKS EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| PAMELA J. EVANS EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| MARY L. RUSSELL EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| SHARON A. THOMPSON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| HUMANA EIN 61-0647538 | Direct payment from the plan; Claims processing Service code 12 | — | $47K |
| DARLEEN L. ALLEN EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| MARY B. BROWNE EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| SHELBY F. MONTGOMERY EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| JENELL E. GANDY EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| KIMBERLY A. GREENWELL EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| SHAWN S. WERFEL EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| CAROL A. STROHMEYER EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| KIA L. GILLIARD WILLIAMS EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| MACHELLE A. TERRY-COURTNEY EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| BAILIE R. ANTHONY EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| KATLYN L. GAGNON EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| CHRISTINE J. DAVIS EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| WANDA LEE LOHEED EIN 13-5557534 | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| MARY E. BOGGS EIN 13-5557534 | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| MARY C. WILLS EIN 13-5557534 | Direct payment from the plan; Employee (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 | 6,937 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,396 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,333 | 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.