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 BCBS NONE | Contract Administrator Service code 13 | — | $669K |
| ZENITH AMERICAN SOLUTIONS NONE | Contract Administrator Service code 13 | 10440 LITTLE PATUXENT PKW COLUMBIA, MD 21044 | $380K |
| GORLICK, KRAVITZ & LISTHAUS EIN 13-3790829 NONE | Legal Service code 29 | — | $200K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial Service code 11 | — | $86K |
| MAGNACARE EIN 11-3426821 NONE | Contract Administrator Service code 13 | — | $76K |
| CASTIGLIA LLP EIN 46-2725636 NONE | Accounting (including auditing) Service code 10 | — | $67K |
| DJ O'GRADY CONSULTANTS EIN 13-3606747 NONE | Consulting (general) Service code 16 | — | $56K |
| VIRGINIA & AMBINDER EIN 13-4166736 NONE | Legal Service code 29 | 111 BROADWAY NEW YORK, NY 10006 | $50K |
| ATALANTA SOSNOFF EIN 20-0461050 NONE | Investment management Service code 28 | — | $37K |
| LSV EIN 23-2772200 NONE | Investment management Service code 28 | — | $33K |
| NEUBERGER NONE | Investment management Service code 28 | 605 THIRD AVENUE NEW YORK, NY 10158 | $23K |
| MERRILL LYNCH EIN 13-5674085 NONE | Investment advisory (plan) Service code 27 | — | $14K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities) Service code 19 | — | $13K |
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 | 1,667 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 572 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,239 | 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.